13D MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PSO | 458K | $6.49M |
 | TRIP | 300K | $4.88M |
 | VSAT | 267K | $7.82M |
 | MRCY | 137K | $10.60M |
 | JHG | 135K | $5.99M |
 | MTCH | 133K | $4.69M |
 | YETI | 132K | $4.38M |
 | EXEL | 120K | $4.97M |
 | BILL | 90K | $4.77M |
 | QRVO | 89K | $8.08M |
 | ETSY | 78K | $5.17M |
 | LW | 76K | $4.41M |
 | SWX | 64K | $5.00M |
 | TWLO | 61K | $6.08M |
 | ALV | 56K | $6.90M |
 | PFGC | 43K | $4.47M |
 | CRL | 28K | $4.38M |
 | ABG | 21K | $5.22M |
Pearson plc
PSO
Shares Held
458K
Value
$6.49M
Tripadvisor, Inc.
TRIP
Shares Held
300K
Value
$4.88M
Viasat, Inc.
VSAT
Shares Held
267K
Value
$7.82M
Mercury Systems, Inc.
MRCY
Shares Held
137K
Value
$10.60M
Janus Henderson Group plc
JHG
Shares Held
135K
Value
$5.99M
Match Group, Inc.
MTCH
Shares Held
133K
Value
$4.69M
YETI Holdings, Inc.
YETI
Shares Held
132K
Value
$4.38M
Exelixis, Inc.
EXEL
Shares Held
120K
Value
$4.97M
Bill.com Holdings, Inc.
BILL
Shares Held
90K
Value
$4.77M
Qorvo, Inc.
QRVO
Shares Held
89K
Value
$8.08M
Etsy, Inc.
ETSY
Shares Held
78K
Value
$5.17M
Lamb Weston Holdings, Inc.
LW
Shares Held
76K
Value
$4.41M
Southwest Gas Holdings, Inc.
SWX
Shares Held
64K
Value
$5.00M
Twilio Inc.
TWLO
Shares Held
61K
Value
$6.08M
Autoliv, Inc.
ALV
Shares Held
56K
Value
$6.90M
Performance Food Group Company
PFGC
Shares Held
43K
Value
$4.47M
Charles River Laboratories International, Inc.
CRL
Shares Held
28K
Value
$4.38M
Asbury Automotive Group, Inc.
ABG
Shares Held
21K
Value
$5.22M