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Toms Capital Investment Management LP
TOMS Capital Investment Management LP is a New York-based investment adviser founded in 2018 and registered with the SEC. The firm manages multi-billion dollar assets and focuses on institutional investment management, providing portfolio management and advisory services. It primarily serves institutional investors and manages concentrated positions, with approximately 24 employees as of its latest filings.
Investment Strategy
TOMS Capital Investment Management LP employs a concentrated, long-short equity investment approach, targeting opportunities in large-cap and liquid US equities. The fund dynamically adjusts its portfolio, taking significant positions in a handful of core holdings and reallocating according to market trends and proprietary research. Its strategy emphasizes risk management, capital preservation, and a balance between value-oriented and growth-driven investments, with active trading and periodic entry or exit from positions based on thorough fundamental analysis.
Latest 13F Filing Activity
Toms Capital Investment Management LP filed their most recent 13F report on Jun 30, 2025 disclosing 12 equity positions and 7 options positions with a total 13F market value of $3B. The fund increased holdings in CSX Corp., Norfolk Southern Corp., Capital One Finl Corp. among other positions. Toms Capital Investment Management LP reduced exposure to Costar Group Inc., United States STL Corp. New, Talen Energy Corp. among others.
Top Holdings
Equity Positions (12)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
K KVUE | KENVUE INC | 10.98% | $338.3M | 16,163,000 | $23.65 | $20.93 | -$7.4M |
C CSX | CSX CORP | 5.94% | $183.1M | 5,612,400 | $32.63 | $32.63 | +$183.1M |
N NSC | NORFOLK SOUTHERN CORP | 5.91% | $182.0M | 711,000 | $255.97 | $255.97 | +$182.0M |
C COF | CAPITAL ONE FINL CORP | 4.25% | $130.8M | 615,000 | $212.76 | $212.76 | +$130.8M |
S SNPS | SYNOPSYS INC | 3.59% | $110.7M | 216,000 | $512.68 | $512.68 | +$110.7M |
Options Positions (7)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Sold | Put | $926.8M | 15,000 | $617.85 | $535.61 | -8,000 | -$359.8M |
K KVUE | KENVUE INC | Bought | Call | $464.1M | 221,750 | $20.93 | $21.35 | +191,486 | +$391.5M |
C CSX | CSX CORP | New | Call | $197.9M | 60,661 | $32.63 | $32.63 | +60,661 | +$197.9M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | Sold | Put | $45.3M | 2,000 | $226.49 | $174.69 | -5,420 | -$77.9M |
J JBS | JBS N.V. | New | Call | $43.8M | 30,000 | $14.61 | $14.61 | +30,000 | +$43.8M |
Industry Allocation
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