13D Management as of Dec. 31, 2024
Portfolio Holdings for 13D Management
13D Management holds 21 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 7.3 | $9.8M | 91k | 108.08 | |
| Vestis Corporation Com Shs (VSTS) | 7.1 | $9.6M | 628k | 15.24 | |
| Southwest Gas Corporation (SWX) | 6.9 | $9.3M | 132k | 70.71 | |
| Mercury Computer Systems (MRCY) | 6.9 | $9.3M | 221k | 42.00 | |
| Pearson Sponsored Adr (PSO) | 6.1 | $8.3M | 514k | 16.12 | |
| Insight Enterprises (NSIT) | 6.0 | $8.1M | 54k | 152.10 | |
| Exelixis (EXEL) | 5.6 | $7.6M | 229k | 33.30 | |
| Asbury Automotive (ABG) | 5.5 | $7.4M | 30k | 243.03 | |
| Janus Henderson Group Ord Shs (JHG) | 4.8 | $6.4M | 151k | 42.53 | |
| Lamb Weston Hldgs (LW) | 4.5 | $6.0M | 90k | 66.83 | |
| Autoliv (ALV) | 4.3 | $5.9M | 63k | 93.79 | |
| Canadian Natl Ry (CNI) | 4.1 | $5.5M | 54k | 101.51 | |
| Rapid7 (RPD) | 4.0 | $5.5M | 136k | 40.23 | |
| Riot Blockchain (RIOT) | 3.8 | $5.2M | 509k | 10.21 | |
| Air Products & Chemicals (APD) | 3.7 | $5.1M | 18k | 290.04 | |
| Bausch Plus Lomb Corp Common Shares (BLCO) | 3.6 | $4.9M | 272k | 18.06 | |
| Match Group (MTCH) | 3.6 | $4.9M | 149k | 32.71 | |
| Healthcare Rlty Tr Cl A Com (HR) | 3.6 | $4.8M | 284k | 16.95 | |
| Etsy (ETSY) | 3.4 | $4.6M | 87k | 52.89 | |
| Penn National Gaming (PENN) | 3.2 | $4.3M | 219k | 19.82 | |
| Fortrea Hldgs Common Stock (FTRE) | 1.8 | $2.5M | 132k | 18.65 |
