13D Management as of June 30, 2026
Portfolio Holdings for 13D Management
13D Management holds 11 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViaSat (VSAT) | 15.9 | $11M | 126k | 89.81 | |
| Twilio Cl A (TWLO) | 11.3 | $8.0M | 39k | 206.33 | |
| Mercury Computer Systems (MRCY) | 10.4 | $7.4M | 61k | 122.33 | |
| Pearson Sponsored Adr (PSO) | 10.2 | $7.3M | 458k | 15.89 | |
| Autoliv (ALV) | 9.1 | $6.5M | 56k | 116.17 | |
| Charles River Laboratories (CRL) | 8.2 | $5.9M | 26k | 226.79 | |
| Synopsys (SNPS) | 7.9 | $5.6M | 13k | 446.07 | |
| Exelixis (EXEL) | 7.7 | $5.5M | 101k | 54.41 | |
| Etsy (ETSY) | 7.6 | $5.4M | 72k | 75.33 | |
| Integer Hldgs (ITGR) | 6.2 | $4.4M | 47k | 93.45 | |
| Six Flags Entertainment Corp (FUN) | 5.6 | $4.0M | 187k | 21.30 |
