13D Management as of March 31, 2025
Portfolio Holdings for 13D Management
13D Management holds 21 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mercury Computer Systems (MRCY) | 7.7 | $8.7M | 203k | 43.09 | |
| Pearson Sponsored Adr (PSO) | 6.7 | $7.5M | 471k | 16.01 | |
| Insight Enterprises (NSIT) | 6.5 | $7.4M | 49k | 149.99 | |
| Air Products & Chemicals (APD) | 6.4 | $7.3M | 25k | 294.92 | |
| Southwest Gas Corporation (SWX) | 6.3 | $7.2M | 100k | 71.80 | |
| Asbury Automotive (ABG) | 5.4 | $6.1M | 28k | 220.84 | |
| Twilio Cl A (TWLO) | 5.4 | $6.1M | 63k | 97.91 | |
| Vestis Corporation Com Shs (VSTS) | 5.0 | $5.7M | 576k | 9.90 | |
| Yeti Hldgs (YETI) | 4.9 | $5.6M | 169k | 33.10 | |
| Exelixis (EXEL) | 4.8 | $5.4M | 148k | 36.92 | |
| Qorvo (QRVO) | 4.8 | $5.4M | 75k | 72.41 | |
| Autoliv (ALV) | 4.5 | $5.1M | 57k | 88.45 | |
| Janus Henderson Group Ord Shs (JHG) | 4.4 | $5.0M | 138k | 36.15 | |
| Kenvue (KVUE) | 3.9 | $4.5M | 187k | 23.98 | |
| Lamb Weston Hldgs (LW) | 3.9 | $4.4M | 83k | 53.30 | |
| Match Group (MTCH) | 3.8 | $4.3M | 137k | 31.20 | |
| Middleby Corporation (MIDD) | 3.6 | $4.1M | 27k | 151.98 | |
| Etsy (ETSY) | 3.3 | $3.8M | 80k | 47.18 | |
| Riot Blockchain (RIOT) | 2.9 | $3.3M | 466k | 7.12 | |
| Rapid7 (RPD) | 2.9 | $3.3M | 124k | 26.51 | |
| Penn National Gaming (PENN) | 2.9 | $3.3M | 201k | 16.31 |
