Filer Name: 13D MANAGEMENT LLC
CIK: 1600133
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 21
Portfolio Value: $0.13B

13d Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
TWLO US TWILIO INC - A 90,757 $10M 7.27% -8.2% -
VSTS US VESTIS CORP 627,787 $10M 7.09% 13.2% -
SWX US SOUTHWEST GAS HOLDINGS INC 132,109 $9M 6.92% 0.2% -
MRCY US MERCURY SYSTEMS INC 221,015 $9M 6.88% 68.1% -
PSO US PEARSON PLC-SPONSORED ADR 513,759 $8M 6.14% 0.2% -
NSIT US INSIGHT ENTERPRISES INC 53,476 $8M 6.03% 0.2% -
EXEL US EXELIXIS INC 228,610 $8M 5.64% -36.6% -
ABG US ASBURY AUTOMOTIVE GROUP 30,361 $7M 5.47% 0.2% -
JHG US JANUS HENDERSON GROUP PLC 150,953 $6M 4.76% -19.5% -
LW US LAMB WESTON HOLDINGS INC 90,294 $6M 4.47% 100.0% -
ALV US AUTOLIV INC 62,589 $6M 4.35% 15.8% -
CNI US CANADIAN NATL RAILWAY CO 54,413 $6M 4.09% 0.2% -
RPD US RAPID7 INC 135,600 $5M 4.04% 100.0% -
RIOT US RIOT PLATFORMS INC 508,500 $5M 3.85% 100.0% -
APD US AIR PRODUCTS & CHEMICALS INC 17,450 $5M 3.75% 100.0% -
BLCO US BAUSCH + LOMB CORP 272,048 $5M 3.64% 0.0% -
MTCH US MATCH GROUP INC 148,828 $5M 3.61% 0.1% -
HR US HEALTHCARE REALTY TRUST INC 284,350 $5M 3.57% 100.0% -
ETSY US ETSY INC 87,258 $5M 3.42% -0.6% -
PENN US PENN ENTERTAINMENT INC 218,654 $4M 3.21% -0.1% -
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