LONGBOARD ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPK | 2K | $207.83K |
 | WAB | 2K | $308.52K |
 | YUM | 2K | $230.89K |
 | HLI | 1K | $299.36K |
 | HURN | 1K | $210.76K |
 | CBRE | 1K | $222.95K |
 | DORM | 1K | $219.48K |
 | GATX | 1K | $239.30K |
 | AEIS | 1K | $224.75K |
 | ALL | 1K | $279.26K |
 | R | 1K | $242.59K |
 | LGND | 1K | $227.09K |
 | HON | 1K | $269.23K |
 | ENSG | 1K | $205.25K |
 | FERG | 1K | $265.90K |
 | SPG | 1K | $215.63K |
 | ALG | 1K | $218.96K |
 | TKO | 1K | $230.44K |
 | HCI | 1K | $217.07K |
 | RSG | 1K | $253.12K |
Chesapeake Utilities Corporation
CPK
Shares Held
2K
Value
$207.83K
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
2K
Value
$308.52K
Yum! Brands, Inc.
YUM
Shares Held
2K
Value
$230.89K
Houlihan Lokey, Inc.
HLI
Shares Held
1K
Value
$299.36K
Huron Consulting Group Inc.
HURN
Shares Held
1K
Value
$210.76K
CBRE Group, Inc.
CBRE
Shares Held
1K
Value
$222.95K
Dorman Products, Inc.
DORM
Shares Held
1K
Value
$219.48K
GATX Corporation
GATX
Shares Held
1K
Value
$239.30K
Advanced Energy Industries, Inc.
AEIS
Shares Held
1K
Value
$224.75K
The Allstate Corporation
ALL
Shares Held
1K
Value
$279.26K
Ryder System, Inc.
R
Shares Held
1K
Value
$242.59K
Ligand Pharmaceuticals Incorporated
LGND
Shares Held
1K
Value
$227.09K
Honeywell International Inc.
HON
Shares Held
1K
Value
$269.23K
The Ensign Group, Inc.
ENSG
Shares Held
1K
Value
$205.25K
Ferguson plc
FERG
Shares Held
1K
Value
$265.90K
Simon Property Group, Inc.
SPG
Shares Held
1K
Value
$215.63K
Alamo Group Inc.
ALG
Shares Held
1K
Value
$218.96K
TKO Group Holdings, Inc.
TKO
Shares Held
1K
Value
$230.44K
HCI Group, Inc.
HCI
Shares Held
1K
Value
$217.07K
Republic Services, Inc.
RSG
Shares Held
1K
Value
$253.12K