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13d Management LLC
New York-based SEC-registered investment adviser specializing in non-diversified domestic, long-only equity management, including activist strategies through its 13D Activist Fund LP
Investment Strategy
Non-diversified domestic, long-only equity, with a focus on companies subject to activist 13D filings
Latest 13F Filing Activity
13d Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 20 equity positions with a total 13F market value of $110M. The fund increased holdings in Charles Riv Labs Intl Inc., Qorvo Inc., Riot Platforms Inc. among other positions. 13d Management LLC reduced exposure to Insight Enterprises Inc., Rapid7 Inc., Vestis Corporation among others.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TWLO | TWILIO INC | 6.89% | $7.6M | 60,755 | $56.75 | $124.36 | +$1.4M |
Q QRVO | QORVO INC | 6.87% | $7.5M | 88,740 | $74.42 | $84.91 | +$2.1M |
M MRCY | MERCURY SYS INC | 6.73% | $7.4M | 137,012 | $39.07 | $53.86 | -$1.4M |
S SWX | SOUTHWEST GAS HLDGS INC | 6.57% | $7.2M | 96,798 | $64.58 | $74.39 | +$48.7K |
P PSO | PEARSON PLC | 6.24% | $6.8M | 458,338 | $8.96 | $14.93 | -$700.4K |
Industry Allocation
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