LONGBOARD ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TRV | 1K | $299.88K |
 | CTAS | 1K | $220.45K |
 | SPXC | 1K | $200.41K |
 | CRAI | 1K | $216.87K |
 | RGLD | 1K | $205.39K |
 | BR | 1K | $243.41K |
 | COF | 1K | $214.49K |
 | LNG | 995 | $233.81K |
 | EA | 993 | $200.29K |
 | HEI-A | 991 | $251.80K |
 | CME | 984 | $265.87K |
 | HLT | 983 | $255.03K |
 | WM | 974 | $215.09K |
 | NSC | 973 | $292.30K |
 | NPO | 941 | $212.67K |
 | LHX | 939 | $286.78K |
 | DASH | 902 | $245.34K |
 | TTWO | 900 | $232.52K |
 | GWRE | 898 | $206.41K |
 | ECL | 882 | $241.54K |
The Travelers Companies, Inc.
TRV
Shares Held
1K
Value
$299.88K
Cintas Corporation
CTAS
Shares Held
1K
Value
$220.45K
SPX Technologies, Inc.
SPXC
Shares Held
1K
Value
$200.41K
CRA International, Inc.
CRAI
Shares Held
1K
Value
$216.87K
Royal Gold, Inc.
RGLD
Shares Held
1K
Value
$205.39K
Broadridge Financial Solutions, Inc.
BR
Shares Held
1K
Value
$243.41K
Capital One Financial Corporation
COF
Shares Held
1K
Value
$214.49K
Cheniere Energy, Inc.
LNG
Shares Held
995
Value
$233.81K
Electronic Arts Inc.
EA
Shares Held
993
Value
$200.29K
HEICO Corporation
HEI-A
Shares Held
991
Value
$251.80K
CME Group Inc.
CME
Shares Held
984
Value
$265.87K
Hilton Worldwide Holdings Inc.
HLT
Shares Held
983
Value
$255.03K
Waste Management, Inc.
WM
Shares Held
974
Value
$215.09K
Norfolk Southern Corporation
NSC
Shares Held
973
Value
$292.30K
EnPro Industries, Inc.
NPO
Shares Held
941
Value
$212.67K
L3Harris Technologies, Inc.
LHX
Shares Held
939
Value
$286.78K
DoorDash, Inc.
DASH
Shares Held
902
Value
$245.34K
Take-Two Interactive Software, Inc.
TTWO
Shares Held
900
Value
$232.52K
Guidewire Software, Inc.
GWRE
Shares Held
898
Value
$206.41K
Ecolab Inc.
ECL
Shares Held
882
Value
$241.54K