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Standard Investments LLC

CIK:0001539436
Asset Manager
$6B AUM
13 holdings
New York, NY, US
Founded:2009
42 employees
Latest filing:Jun 30, 2025

Standard Investments LLC is an investment advisory firm headquartered in New York, NY. It was founded in 2009, and is affiliated with the broader Standard Industries platform. The firm manages assets across a range of private investment strategies and serves institutions, corporations, and high-net-worth individuals. Employee headcount is approximately 42. Standard Investments pursues investment opportunities across public and private markets.

Investment Strategy

Standard Investments LLC employs a multi-strategy approach, investing across both public and private markets. It focuses on long-term value creation in sectors such as industrials, technology, and real estate. The firm seeks to leverage the operational expertise and industry knowledge of its affiliates and parent company (Standard Industries) to identify and maximize investment returns. Investments typically include direct equity stakes, credit, venture investments, and strategic partnerships with operating companies.

Top Buys
H
HSICHENRY SCHEIN INC
+$109.3M
A
ADSKAUTODESK INC
+$74.4M
M
MSFTMICROSOFT CORP
+$49.3M
A
AMZNAMAZON COM INC
+$25.4M
P
PTCPTC INC
+$25.0M
Top Sells
A
ADSKAUTODESK INC
+$74.4M
M
MSFTMICROSOFT CORP
+$49.3M
A
AMZNAMAZON COM INC
+$25.4M
P
PTCPTC INC
+$25.0M
N
NGGNATIONAL GRID PLC
+$21.8M

Top Holdings

S
SHELSHELL PLC
+16.5%$385.8M
A
ADSKAUTODESK INC
+11.2%$261.6M
P
PTCPTC INC
+10.6%$247.5M
M
MSFTMICROSOFT CORP
+8.6%$201.0M
A
AMZNAMAZON COM INC
+8.2%$191.1M

Equity Positions (11)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
S
SHEL
SHELL PLC16.53%$385.8M5,480,000$56.93$70.41-$15.7M
A
ADSK
AUTODESK INC11.21%$261.6M845,000$254.75$309.57+$74.4M
P
PTC
PTC INC10.60%$247.5M1,436,000$95.39$172.34+$25.0M
M
MSFT
MICROSOFT CORP8.61%$201.0M404,000$403.58$497.41+$49.3M
A
AMZN
AMAZON COM INC8.19%$191.1M871,000$156.44$219.39+$25.4M

Options Positions (1)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
S
SPY
SPDR S&P 500 ETF TRNew
Call
$383.1M6,200$617.85$617.85+6,200+$383.1M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+41.0%
CRUDE PETROLEUM & NATURAL GAS
+16.5%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+13.4%
NATURAL GAS TRANSMISSION
+7.9%
WHOLESALE-MEDICAL, DENTAL & HOSPITAL EQUIPMENT & SUPPLIES
+4.7%