13D Management as of Dec. 31, 2022
Portfolio Holdings for 13D Management
13D Management holds 28 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Howmet Aerospace (HWM) | 6.6 | $13M | 317k | 39.41 | |
| TreeHouse Foods (THS) | 6.2 | $12M | 239k | 49.38 | |
| Aramark Hldgs (ARMK) | 6.2 | $12M | 283k | 41.34 | |
| Dollar Tree (DLTR) | 5.8 | $11M | 78k | 141.44 | |
| Alkermes SHS (ALKS) | 5.3 | $10M | 384k | 26.13 | |
| Godaddy Cl A (GDDY) | 4.7 | $8.9M | 119k | 74.82 | |
| Pearson Sponsored Adr (PSO) | 4.5 | $8.5M | 755k | 11.27 | |
| Mercury Computer Systems (MRCY) | 4.4 | $8.3M | 186k | 44.74 | |
| Southwest Gas Corporation (SWX) | 3.9 | $7.4M | 120k | 61.88 | |
| Wix SHS (WIX) | 3.5 | $6.6M | 86k | 76.83 | |
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 3.5 | $6.6M | 534k | 12.39 | |
| MDU Resources (MDU) | 3.4 | $6.5M | 215k | 30.34 | |
| Papa John's Int'l (PZZA) | 3.4 | $6.4M | 78k | 82.31 | |
| Insight Enterprises (NSIT) | 3.3 | $6.3M | 63k | 100.27 | |
| Asbury Automotive (ABG) | 3.1 | $5.9M | 33k | 179.25 | |
| Janus Henderson Group Ord Shs (JHG) | 3.1 | $5.9M | 252k | 23.52 | |
| Freshpet (FRPT) | 2.9 | $5.5M | 105k | 52.77 | |
| Griffon Corporation (GFF) | 2.9 | $5.4M | 152k | 35.79 | |
| Crown Holdings (CCK) | 2.8 | $5.3M | 65k | 82.21 | |
| Dana Holding Corporation (DAN) | 2.8 | $5.3M | 350k | 15.13 | |
| Us Foods Hldg Corp call (USFD) | 2.7 | $5.2M | 154k | 34.02 | |
| Autoliv (ALV) | 2.5 | $4.7M | 62k | 76.58 | |
| LivePerson (LPSN) | 2.4 | $4.7M | 459k | 10.14 | |
| Green Dot Corp Cl A (GDOT) | 2.4 | $4.5M | 286k | 15.82 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 2.2 | $4.2M | 80k | 52.61 | |
| Newell Rubbermaid (NWL) | 2.2 | $4.1M | 315k | 13.08 | |
| Mednax (MD) | 2.1 | $4.0M | 267k | 14.86 | |
| Amarin Corp Spons Adr New (AMRN) | 1.4 | $2.6M | 2.2M | 1.21 |
