13D Management as of March 31, 2023
Portfolio Holdings for 13D Management
13D Management holds 27 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Howmet Aerospace (HWM) | 6.8 | $13M | 317k | 42.37 | |
| TreeHouse Foods (THS) | 6.1 | $12M | 239k | 50.43 | |
| Dollar Tree (DLTR) | 5.7 | $11M | 78k | 143.55 | |
| Insight Enterprises (NSIT) | 5.6 | $11M | 77k | 142.96 | |
| Freshpet (FRPT) | 5.3 | $10M | 157k | 66.19 | |
| Aramark Hldgs (ARMK) | 5.1 | $10M | 283k | 35.80 | |
| Crown Holdings (CCK) | 4.6 | $9.0M | 109k | 82.71 | |
| MDU Resources (MDU) | 4.3 | $8.5M | 278k | 30.48 | |
| Alkermes SHS (ALKS) | 4.0 | $7.8M | 276k | 28.19 | |
| Southwest Gas Corporation (SWX) | 3.8 | $7.5M | 120k | 62.45 | |
| Janus Henderson Group Ord Shs (JHG) | 3.4 | $6.7M | 252k | 26.64 | |
| Wix SHS (WIX) | 3.4 | $6.6M | 66k | 99.80 | |
| Rogers Corporation (ROG) | 3.3 | $6.5M | 40k | 163.43 | |
| Mercury Computer Systems (MRCY) | 3.2 | $6.3M | 124k | 51.12 | |
| Amarin Corp Spons Adr New (AMRN) | 3.2 | $6.3M | 4.2M | 1.50 | |
| Pearson Sponsored Adr (PSO) | 3.1 | $6.1M | 581k | 10.45 | |
| Autoliv (ALV) | 2.9 | $5.8M | 62k | 93.36 | |
| Us Foods Hldg Corp call (USFD) | 2.9 | $5.7M | 154k | 36.94 | |
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 2.9 | $5.6M | 534k | 10.52 | |
| Godaddy Cl A (GDDY) | 2.8 | $5.6M | 72k | 77.72 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 2.7 | $5.3M | 80k | 66.12 | |
| Dana Holding Corporation (DAN) | 2.7 | $5.3M | 350k | 15.05 | |
| Asbury Automotive (ABG) | 2.7 | $5.3M | 25k | 210.00 | |
| Bath & Body Works In (BBWI) | 2.6 | $5.2M | 143k | 36.58 | |
| Green Dot Corp Cl A (GDOT) | 2.5 | $4.9M | 286k | 17.18 | |
| Griffon Corporation (GFF) | 2.5 | $4.9M | 152k | 32.01 | |
| Newell Rubbermaid (NWL) | 2.0 | $3.9M | 315k | 12.44 |
