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Factorial Partners, LLC

CIK:0001732687
Hedge Fund
$174M AUM
63 holdings
Mt. Kisco, NY, US
Latest filing:Jun 30, 2025

Factorial Partners LLC is a private investment partnership (hedge fund) that invests in publicly traded bonds and U.S. equities using a buy-and-hold strategy, aiming for superior long-term returns.

Investment Strategy

Invests in publicly traded bonds and U.S. equities using a buy-and-hold strategy aimed at long-term returns.

Latest 13F Filing Activity

Factorial Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 63 equity positions with a total 13F market value of $138M. The fund increased holdings in Synchrony Financial, United Rentals Inc., Air Lease Corp. among other positions. Factorial Partners, LLC reduced exposure to Match Group Inc. New, Invesco Exchange Traded FD T, Bristol-myers Squibb Co. among others.

Top Buys
S
SYFSYNCHRONY FINANCIAL
+$1.4M
U
URIUNITED RENTALS INC
+$1.1M
A
ALAIR LEASE CORP
+$926.4K
C
CMACOMERICA INC
+$702.0K
S
STRTSTRATTEC SEC CORP
+$685.8K
Top Sells
M
MTCHMATCH GROUP INC NEW
-$4.6M
R
RSPINVESCO EXCHANGE TRADED FD T
-$4.1M
B
BMYBRISTOL-MYERS SQUIBB CO
-$2.2M
V
VCSHVANGUARD SCOTTSDALE FDS
-$1.9M
I
IJHISHARES TR
-$1.8M

Top Holdings

U
URIUNITED RENTALS INC
+5.3%$7.4M
F
FHIFEDERATED HERMES INC
+5.1%$7.1M
S
SYFSYNCHRONY FINANCIAL
+4.8%$6.7M
T
TEVATEVA PHARMACEUTICAL INDS LTD
+4.2%$5.8M
A
ALAIR LEASE CORP
+3.9%$5.3M

Equity Positions (63)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
UNITED RENTALS INC5.35%$7.4M9,800$184.53$753.40+$1.1M
FEDERATED HERMES INC5.11%$7.1M159,239$33.15$44.32+$524.5K
SYNCHRONY FINANCIAL4.84%$6.7M100,000$41.75$66.74+$1.4M
TEVA PHARMACEUTICAL INDS LTD4.19%$5.8M345,000$13.50$16.76+$664.0K
AIR LEASE CORP3.86%$5.3M91,000$40.21$58.49+$926.4K

Industry Allocation

SERVICES-EQUIPMENT RENTAL & LEASING, NEC
+10.1%
PHARMACEUTICAL PREPARATIONS
+6.6%
SERVICES-BUSINESS SERVICES, NEC
+6.2%
FINANCE SERVICES
+5.8%
INVESTMENT ADVICE
+5.7%