13D Management LLC

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    20

  • Value ($000)

    $109,614

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001600133
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
TWLO
TWLO

TWILIO INC

CL A
90138F102
$7.56M
7 %

60,755

QRVO
QRVO

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74736K101
$7.53M
7 %

88,740

MRCY
MRCY

MERCURY SYS INC

COM
589378108
$7.38M
7 %

137,012

SWX
SWX

SOUTHWEST GAS HLDGS INC

COM
844895102
$7.20M
7 %

96,798

PSO
PSO

PEARSON PLC

SPONSORED ADR
705015105
$6.84M
6 %

458,338

APD
APD

AIR PRODS & CHEMS INC

COM
009158106
$6.74M
6 %

23,900

AWG
AWG

ASBURY AUTOMOTIVE GROUP INC

COM
043436104
$6.46M
6 %

27,087

EX9
EX9

EXELIXIS INC

COM
30161Q104
$6.32M
6 %

143,335

ALV
ALV

AUTOLIV INC

COM
052800109
$6.25M
6 %

55,839

---

JANUS HENDERSON GROUP PLC

ORD SHS
G4474Y214
$5.23M
5 %

134,654

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