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FREESTONE GROVE PARTNERS LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Microchip Technology IncorporatedMCHP198.2K$18.08M
STMicroelectronics N.V.STM197.34K$14.78M
Lennar CorporationLEN196.94K$17.82M
Dover CorporationDOV196.79K$44.14M
X-Energy, Inc. Class A Common StockXE191.75K$3.52M
General Dynamics CorporationGD189.13K$67M
Portland General Electric CompanyPOR189.02K$9.8M
Voya Financial, Inc.VOYA187.39K$16.96M
Churchill Downs IncorporatedCHDN187.26K$16.79M
BJ's Wholesale Club Holdings, Inc.BJ187.25K$16.33M
Elevance Health Inc.ELV186.43K$72.1M
Old Dominion Freight Line, Inc.ODFL179.31K$38.84M
LPL Financial Holdings Inc.LPLA178.12K$50.17M
The Macerich CompanyMAC177.95K$4.48M
HCI Group, Inc.HCI175.56K$30.77M
Campbell Soup CompanyCPB173.53K$3.86M
MarketAxess Holdings Inc.MKTX172.8K$19.61M
The Progressive CorporationPGR171.84K$37.54M
Valero Energy CorporationVLO171.63K$44.7M
Edwards Lifesciences CorporationEW171.08K$15.48M