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Venator Management LLC

CIK:0001838211
Hedge Fund
$429M AUM
23 holdings
Pittsburgh, PA, United States
Founded:2020
3 employees
Latest filing:Jun 30, 2025

Venator Management LLC is a hedge fund investment adviser headquartered in Pittsburgh, PA. Founded prior to 2020, the firm manages investments for a range of high net worth individuals and pooled investment vehicles. With approximately 3 employees, Venator Management oversees hundreds of millions in client assets. Its SEC filings indicate a strong focus on serving high net worth individuals and institutional clients.

Investment Strategy

Venator Management LLC manages concentrated portfolios largely composed of U.S. equities. The firm's approach is rooted in fundamental research, focusing on long-term investment opportunities in high-quality growth stocks. Portfolios typically demonstrate sector diversification and emphasize companies with strong competitive positioning, robust cash flows, and sustainable growth prospects. Venator tailors its investment process to seek risk-adjusted returns for high net worth individuals and institutional clients.

Latest 13F Filing Activity

Venator Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 22 equity positions with a total 13F market value of $387M. The fund increased holdings in Amazon.com, Netflix Inc., Meta Platforms Inc. among other positions. Venator Management LLC reduced exposure to Constellation Brands, Inc., Caesars Entertainment Inc., Berkshire Hathaway Inc. Clas among others.

Top Buys
A
AMZNAmazon.com
+$11.4M
N
NFLXNetflix Inc.
+$9.7M
M
METAMeta Platforms Inc.
+$9.2M
U
UBERUber Technologies Inc.
+$6.6M
F
FCNCAFirst Citizens BancShares, I
+$5.3M
Top Sells
S
STZConstellation Brands, Inc.
-$5.4M
C
CZRCaesars Entertainment Inc.
-$4.5M
B
BRK-BBerkshire Hathaway Inc. Clas
-$1.1M
A
APOApollo Global Management, In
-$1.0M
X
XPELXPEL, Inc.
+$326.0K

Top Holdings

A
AMZNAmazon.com
+12.2%$47.3M
M
METAMeta Platforms Inc.
+10.7%$41.2M
G
GOOGAlphabet Inc. - Class C
+10.5%$40.4M
U
UBERUber Technologies Inc.
+9.3%$36.0M
V
VVisa Inc.
+9.3%$35.9M

Equity Positions (22)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
Amazon.com12.22%$47.3M215,445$146.81$219.39+$11.4M
Meta Platforms Inc.10.66%$41.2M55,872$285.03$738.09+$9.2M
Alphabet Inc. - Class C10.45%$40.4M227,915$87.68$177.39+$4.8M
Uber Technologies Inc.9.32%$36.0M386,175$46.39$93.30+$6.6M
V
V
Visa Inc.9.28%$35.9M101,115$222.81$355.05+$203.0K

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+37.9%
SERVICES-BUSINESS SERVICES, NEC
+18.6%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+12.2%
SERVICES-VIDEO TAPE RENTAL
+8.6%
NATIONAL COMMERCIAL BANKS
+7.7%