FREESTONE GROVE PARTNERS LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TWO | 96K | $946.85K |
 | KGS | 94K | $3.47M |
 | BBIO | 93K | $4.85M |
 | DX | 90K | $1.11M |
 | MCO | 89K | $42.61M |
 | VLO | 89K | $15.22M |
 | TDY | 89K | $52.26M |
 | NFLX | 89K | $106.66M |
 | EL | 88K | $7.75M |
 | GPOR | 88K | $15.90M |
 | CAVA | 87K | $5.25M |
 | EFC | 83K | $1.07M |
 | VRSK | 82K | $20.70M |
 | INVX | 82K | $1.52M |
 | NVDA | 82K | $15.24M |
 | JKHY | 81K | $12.12M |
 | UAA | 80K | $397.03K |
 | FLOC | 79K | $1.17M |
 | UA | 78K | $375.28K |
 | MIR | 77K | $1.80M |
Two Harbors Investment Corp.
TWO
Shares Held
96K
Value
$946.85K
Kodiak Gas Services, Inc.
KGS
Shares Held
94K
Value
$3.47M
BridgeBio Pharma, Inc.
BBIO
Shares Held
93K
Value
$4.85M
Dynex Capital, Inc.
DX
Shares Held
90K
Value
$1.11M
Moody's Corporation
MCO
Shares Held
89K
Value
$42.61M
Valero Energy Corporation
VLO
Shares Held
89K
Value
$15.22M
Teledyne Technologies Incorporated
TDY
Shares Held
89K
Value
$52.26M
Netflix, Inc.
NFLX
Shares Held
89K
Value
$106.66M
The Estée Lauder Companies Inc.
EL
Shares Held
88K
Value
$7.75M
Gulfport Energy Corporation
GPOR
Shares Held
88K
Value
$15.90M
CAVA Group, Inc.
CAVA
Shares Held
87K
Value
$5.25M
Ellington Financial Inc.
EFC
Shares Held
83K
Value
$1.07M
Verisk Analytics, Inc.
VRSK
Shares Held
82K
Value
$20.70M
Innovex International, Inc.
INVX
Shares Held
82K
Value
$1.52M
NVIDIA Corporation
NVDA
Shares Held
82K
Value
$15.24M
Jack Henry & Associates, Inc.
JKHY
Shares Held
81K
Value
$12.12M
Under Armour, Inc.
UAA
Shares Held
80K
Value
$397.03K
Flowco Holdings Inc.
FLOC
Shares Held
79K
Value
$1.17M
Under Armour, Inc.
UA
Shares Held
78K
Value
$375.28K
Mirion Technologies, Inc.
MIR
Shares Held
77K
Value
$1.80M