13D Management as of Dec. 31, 2025
Portfolio Holdings for 13D Management
13D Management holds 16 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 10.3 | $8.6M | 61k | 142.24 | |
| Mercury Computer Systems (MRCY) | 9.0 | $7.6M | 104k | 73.01 | |
| ViaSat (VSAT) | 8.3 | $7.0M | 202k | 34.46 | |
| Autoliv (ALV) | 7.9 | $6.6M | 56k | 118.70 | |
| Pearson Sponsored Adr (PSO) | 7.7 | $6.4M | 458k | 14.04 | |
| Charles River Laboratories (CRL) | 6.6 | $5.6M | 28k | 199.48 | |
| Exelixis (EXEL) | 6.3 | $5.3M | 120k | 43.83 | |
| Southwest Gas Corporation (SWX) | 6.1 | $5.1M | 64k | 80.02 | |
| Bill Com Holdings Ord (BILL) | 5.8 | $4.9M | 90k | 54.54 | |
| Workiva Com Cl A (WK) | 5.3 | $4.5M | 52k | 86.25 | |
| Wright Express (WEX) | 5.2 | $4.4M | 29k | 148.98 | |
| Tripadvisor (TRIP) | 5.2 | $4.4M | 300k | 14.56 | |
| Etsy (ETSY) | 4.7 | $4.0M | 72k | 55.44 | |
| Integer Hldgs (ITGR) | 4.4 | $3.7M | 47k | 78.43 | |
| Lamb Weston Hldgs (LW) | 3.8 | $3.2M | 76k | 41.89 | |
| Six Flags Entertainment Corp (FUN) | 3.4 | $2.9M | 187k | 15.34 |
