Emmett Investment Management, LP: 13F holdings
CIK 20428452026Q2
| Positions | 28 |
|---|
| Reported value | $142.6m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 28 (+4 vs prior quarter) |
|---|
| Reported value | $142.6m (+9.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| L LOEWS CORP | 179,116 | $20.4m | 14.3% |
| SNDA SONIDA SENIOR LIVING INC | 261,148 | $10.9m | 7.6% |
| LRCX LAM RESEARCH CORP | 26,050 | $10.2m | 7.1% |
| RSG REPUBLIC SVCS INC | 44,755 | $9.6m | 6.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 21,415 | $9.5m | 6.7% |
| IBKR INTERACTIVE BROKERS GROUP IN | 85,840 | $8.0m | 5.6% |
| WSR WHITESTONE REIT | 117,689 | $7.4m | 5.2% |
| MCO MOODYS CORP | 13,515 | $6.3m | 4.4% |
| MAR MARRIOTT INTL INC NEW | 15,105 | $5.6m | 3.9% |
| JLL JONES LANG LASALLE INC | 15,090 | $4.8m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2042845")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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