LONGBOARD ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RITM | 28K | $321.65K |
 | ARI | 22K | $222.12K |
 | AGNC | 22K | $212.52K |
 | ACEL | 19K | $205.23K |
 | TFSL | 17K | $229.03K |
 | STWD | 17K | $336.05K |
 | DHT | 17K | $205.85K |
 | PSTL | 17K | $268.97K |
 | EFC | 15K | $192.09K |
 | NLY | 15K | $293.11K |
 | LADR | 14K | $156.34K |
 | GCMG | 14K | $163.75K |
 | TBPH | 13K | $191.29K |
 | SBRA | 13K | $238.70K |
 | PMT | 13K | $155.51K |
 | NTST | 12K | $213.60K |
 | BNL | 12K | $210.26K |
 | PBI | 12K | $133.41K |
 | GTX | 12K | $158.43K |
 | ALEX | 11K | $206.38K |
Rithm Capital Corp.
RITM
Shares Held
28K
Value
$321.65K
Apollo Commercial Real Estate Finance, Inc.
ARI
Shares Held
22K
Value
$222.12K
AGNC Investment Corp.
AGNC
Shares Held
22K
Value
$212.52K
Accel Entertainment, Inc.
ACEL
Shares Held
19K
Value
$205.23K
TFS Financial Corporation
TFSL
Shares Held
17K
Value
$229.03K
Starwood Property Trust, Inc.
STWD
Shares Held
17K
Value
$336.05K
DHT Holdings, Inc.
DHT
Shares Held
17K
Value
$205.85K
Postal Realty Trust, Inc.
PSTL
Shares Held
17K
Value
$268.97K
Ellington Financial Inc.
EFC
Shares Held
15K
Value
$192.09K
Annaly Capital Management, Inc.
NLY
Shares Held
15K
Value
$293.11K
Ladder Capital Corp
LADR
Shares Held
14K
Value
$156.34K
GCM Grosvenor Inc.
GCMG
Shares Held
14K
Value
$163.75K
Theravance Biopharma, Inc.
TBPH
Shares Held
13K
Value
$191.29K
Sabra Health Care REIT, Inc.
SBRA
Shares Held
13K
Value
$238.70K
PennyMac Mortgage Investment Trust
PMT
Shares Held
13K
Value
$155.51K
NETSTREIT Corp.
NTST
Shares Held
12K
Value
$213.60K
Broadstone Net Lease, Inc.
BNL
Shares Held
12K
Value
$210.26K
Pitney Bowes Inc.
PBI
Shares Held
12K
Value
$133.41K
Garrett Motion Inc.
GTX
Shares Held
12K
Value
$158.43K
Alexander & Baldwin, Inc.
ALEX
Shares Held
11K
Value
$206.38K