ELWOOD CAPITAL PARTNERS LP: 13F holdings
CIK 20501592026Q2
| Positions | 27 |
|---|
| Reported value | $202.8m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 27 (-1 vs prior quarter) |
|---|
| Reported value | $202.8m (+2.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 60,295 | $14.4m | 7.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 30,010 | $14.3m | 7.1% |
| UNH UNITEDHEALTH GROUP INC | 30,028 | $12.5m | 6.2% |
| SGI SOMNIGROUP INTERNATIONAL INC | 150,088 | $11.8m | 5.8% |
| TXN TEXAS INSTRS INC | 22,558 | $6.7m | 3.3% |
| MSFT MICROSOFT CORP | 17,493 | $6.5m | 3.2% |
| STM STMICROELECTRONICS N V | 80,000 | $6.0m | 3.0% |
| PM PHILIP MORRIS INTL INC | 27,761 | $5.0m | 2.5% |
| LPX LOUISIANA PAC CORP | 63,374 | $5.0m | 2.5% |
| GOOGL ALPHABET INC | 12,500 | $4.5m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2050159")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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