Castalian Partners, LLC
Castalian Partners, LLC is an independent investment firm headquartered in Excelsior, Minnesota. Founded in 2016, the firm manages a single private investment partnership with a value-centric investment approach, focusing on compounding capital at superior long-term rates of return. Castalian leverages intensive research, including both financial analysis and forensic diligence, to exploit public market inefficiencies. The firm employs fewer than 25 people and principally serves high-net-worth individuals and institutional clients.
Investment Strategy
Castalian Partners employs a value-centric investment strategy, concentrating on compounding capital at attractive long-term rates. The firm focuses on exploiting inefficiencies in public markets that are typically unavailable to large or capacity-constrained investors. Their research-intensive process includes rigorous financial analysis, forensic review, and on-the-ground diligence to identify mispriced opportunities across various sectors and instruments, including options and equities.
Latest 13F Filing Activity
Castalian Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1 equity positions with a total 13F market value of $7B. The fund increased holdings in Natural Resource Partners L. Castalian Partners, LLC reduced exposure to Amentum Holdings Inc., Science Applications Intl Co., NCR Atleos Corporation among others.
Top Holdings
Equity Positions (1)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NRP | NATURAL RESOURCE PARTNERS L | 100.00% | $7.36B | 77,081 | $111.00 | $95.51 | +$7.35B |
Industry Allocation
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