13D Management LLC: 13F holdings
CIK 16001332026Q2
| Positions | 11 |
|---|
| Reported value | $71.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 11 (-2 vs prior quarter) |
|---|
| Reported value | $71.3m (+10.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VSAT VIASAT INC | 126,250 | $11.3m | 15.9% |
| TWLO TWILIO INC | 39,000 | $8.0m | 11.3% |
| MRCY MERCURY SYS INC | 60,462 | $7.4m | 10.4% |
| PSO PEARSON PLC | 458,338 | $7.3m | 10.2% |
| ALV AUTOLIV INC | 55,839 | $6.5m | 9.1% |
| CRL CHARLES RIV LABS INTL INC | 25,800 | $5.9m | 8.2% |
| SNPS SYNOPSYS INC | 12,650 | $5.6m | 7.9% |
| EXEL EXELIXIS INC | 101,335 | $5.5m | 7.7% |
| ETSY ETSY INC | 71,836 | $5.4m | 7.6% |
| ITGR INTEGER HLDGS CORP | 47,000 | $4.4m | 6.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1600133")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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