13D Management as of Sept. 30, 2025
Portfolio Holdings for 13D Management
13D Management holds 18 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mercury Computer Systems (MRCY) | 10.2 | $11M | 137k | 77.40 | |
| Qorvo (QRVO) | 7.7 | $8.1M | 89k | 91.08 | |
| ViaSat (VSAT) | 7.5 | $7.8M | 267k | 29.30 | |
| Autoliv (ALV) | 6.6 | $6.9M | 56k | 123.50 | |
| Pearson Sponsored Adr (PSO) | 6.2 | $6.5M | 458k | 14.16 | |
| Twilio Cl A (TWLO) | 5.8 | $6.1M | 61k | 100.09 | |
| Janus Henderson Group Ord Shs (JHG) | 5.7 | $6.0M | 135k | 44.51 | |
| Asbury Automotive (ABG) | 5.0 | $5.2M | 21k | 244.45 | |
| Etsy (ETSY) | 5.0 | $5.2M | 78k | 66.39 | |
| Southwest Gas Corporation (SWX) | 4.8 | $5.0M | 64k | 78.34 | |
| Exelixis (EXEL) | 4.8 | $5.0M | 120k | 41.30 | |
| Tripadvisor (TRIP) | 4.7 | $4.9M | 300k | 16.26 | |
| Bill Com Holdings Ord (BILL) | 4.6 | $4.8M | 90k | 52.97 | |
| Match Group (MTCH) | 4.5 | $4.7M | 133k | 35.32 | |
| Performance Food (PFGC) | 4.3 | $4.5M | 43k | 104.04 | |
| Lamb Weston Hldgs (LW) | 4.2 | $4.4M | 76k | 58.08 | |
| Charles River Laboratories (CRL) | 4.2 | $4.4M | 28k | 156.46 | |
| Yeti Hldgs (YETI) | 4.2 | $4.4M | 132k | 33.18 |
