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FREESTONE GROVE PARTNERS LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Mosaic CompanyMOS61.31K$1.3M
Sally Beauty Holdings, Inc.SBH61.57K$870.6K
Millrose Properties, Inc.MRP61.72K$1.85M
Lam Research CorporationLRCX62.8K$27.21M
Aevex Corp.AVEX63.59K$1.33M
Verisk Analytics, Inc.VRSK63.98K$11.49M
The Buckle, Inc.BKE64.19K$2.71M
Crescent Energy CompanyCRGY64.62K$634.59K
Dycom Industries, Inc.DY64.66K$32.69M
Winnebago Industries, Inc.WGO64.67K$2.02M
Revolution Medicines, Inc.RVMD64.81K$12.14M
Mettler-Toledo International Inc.MTD65.77K$84.02M
QUALCOMM IncorporatedQCOM66.69K$12.32M
Kemper CorporationKMPR67.02K$1.81M
Celcuity Inc.CELC67.91K$7.1M
DT Midstream, Inc.DTM67.97K$9.97M
Tarsus Pharmaceuticals, Inc.TARS68.39K$4.3M
Sonoco Products CompanySON68.64K$3.87M
Qualys, Inc.QLYS68.75K$9.45M
Dana IncorporatedDAN68.87K$1.87M