13D Management LLC

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    18

  • Value ($000)

    $104,306

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MRCY

MERCURY SYS INC

COM
589378108
$10.60M
10 %

137,012

Q
QRVO

QORVO INC

COM
74736K101
$8.08M
8 %

88,740

V
VSAT

VIASAT INC

COM
92552V100
$7.82M
8 %

267,000

A
ALV

AUTOLIV INC

COM
052800109
$6.90M
7 %

55,839

P
PSO

PEARSON PLC

SPONSORED ADR
705015105
$6.49M
6 %

458,338

T
TWLO

TWILIO INC

CL A
90138F102
$6.08M
6 %

60,755

---

JANUS HENDERSON GROUP PLC

ORD SHS
G4474Y214
$5.99M
6 %

134,654

A
AWG

ASBURY AUTOMOTIVE GROUP INC

COM
043436104
$5.22M
5 %

21,337

E
ETSY

ETSY INC

COM
29786A106
$5.17M
5 %

77,836

S
SWX

SOUTHWEST GAS HLDGS INC

COM
844895102
$5.00M
5 %

63,798

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