13D Management as of June 30, 2025
Portfolio Holdings for 13D Management
13D Management holds 20 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 6.9 | $7.6M | 61k | 124.36 | |
| Qorvo (QRVO) | 6.9 | $7.5M | 89k | 84.91 | |
| Mercury Computer Systems (MRCY) | 6.7 | $7.4M | 137k | 53.86 | |
| Southwest Gas Corporation (SWX) | 6.6 | $7.2M | 97k | 74.39 | |
| Pearson Sponsored Adr (PSO) | 6.2 | $6.8M | 458k | 14.93 | |
| Air Products & Chemicals (APD) | 6.1 | $6.7M | 24k | 282.06 | |
| Asbury Automotive (ABG) | 5.9 | $6.5M | 27k | 238.54 | |
| Exelixis (EXEL) | 5.8 | $6.3M | 143k | 44.08 | |
| Autoliv (ALV) | 5.7 | $6.2M | 56k | 111.90 | |
| Janus Henderson Group Ord Shs (JHG) | 4.8 | $5.2M | 135k | 38.84 | |
| Yeti Hldgs (YETI) | 4.7 | $5.2M | 164k | 31.52 | |
| Riot Blockchain (RIOT) | 4.7 | $5.1M | 453k | 11.30 | |
| Kenvue (KVUE) | 4.5 | $4.9M | 235k | 20.93 | |
| Charles River Laboratories (CRL) | 3.9 | $4.2M | 28k | 151.73 | |
| Lamb Weston Hldgs (LW) | 3.8 | $4.2M | 81k | 51.85 | |
| Match Group (MTCH) | 3.7 | $4.1M | 133k | 30.89 | |
| Etsy (ETSY) | 3.6 | $3.9M | 78k | 50.16 | |
| Middleby Corporation (MIDD) | 3.4 | $3.8M | 26k | 144.00 | |
| Penn National Gaming (PENN) | 3.2 | $3.5M | 195k | 17.87 | |
| Vestis Corporation Com Shs (VSTS) | 2.9 | $3.2M | 560k | 5.73 |
