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Standard Investments LLC
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.
Latest 13F Filing Activity
Standard Investments LLC filed their most recent 13F report on Jun 30, 2025 disclosing 11 equity positions and 1 options positions with a total 13F market value of $2B. The fund increased holdings in Henry Schein Inc., Autodesk Inc., Microsoft Corp. among other positions. Standard Investments LLC reduced exposure to Shell PLC, Solid Power Inc., Adobe Inc. among others.
Top Holdings
Equity Positions (11)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHEL | SHELL PLC | 16.53% | $385.8M | 5,480,000 | $56.93 | $70.41 | -$15.7M |
A ADSK | AUTODESK INC | 11.21% | $261.6M | 845,000 | $254.75 | $309.57 | +$74.4M |
P PTC | PTC INC | 10.60% | $247.5M | 1,436,000 | $95.39 | $172.34 | +$25.0M |
M MSFT | MICROSOFT CORP | 8.61% | $201.0M | 404,000 | $403.58 | $497.41 | +$49.3M |
A AMZN | AMAZON COM INC | 8.19% | $191.1M | 871,000 | $156.44 | $219.39 | +$25.4M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Call | $383.1M | 6,200 | $617.85 | $617.85 | +6,200 | +$383.1M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | New York, NY , United States | |
 | Portfolio Manager | New York, NY , United States | |
S Stephen Fisch | Portfolio Manager | New York, NY , United States |
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