LONGBOARD ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NBN | 2K | $216.55K |
 | ORLY | 2K | $232.12K |
 | AEE | 2K | $224.10K |
 | EMR | 2K | $279.94K |
 | DUK | 2K | $260.00K |
 | JCI | 2K | $228.81K |
 | HIG | 2K | $276.52K |
 | PFGC | 2K | $213.18K |
 | EHC | 2K | $258.61K |
 | SANM | 2K | $233.90K |
 | POST | 2K | $218.29K |
 | TPR | 2K | $227.91K |
 | MLI | 2K | $203.33K |
 | APH | 2K | $245.03K |
 | IDA | 2K | $257.56K |
 | ITRI | 2K | $241.65K |
 | LIF | 2K | $205.05K |
 | AZZ | 2K | $210.07K |
 | AEP | 2K | $209.47K |
 | XYL | 2K | $272.14K |
Northeast Bank
NBN
Shares Held
2K
Value
$216.55K
O'Reilly Automotive, Inc.
ORLY
Shares Held
2K
Value
$232.12K
Ameren Corporation
AEE
Shares Held
2K
Value
$224.10K
Emerson Electric Co.
EMR
Shares Held
2K
Value
$279.94K
Duke Energy Corporation
DUK
Shares Held
2K
Value
$260.00K
Johnson Controls International plc
JCI
Shares Held
2K
Value
$228.81K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
2K
Value
$276.52K
Performance Food Group Company
PFGC
Shares Held
2K
Value
$213.18K
Encompass Health Corporation
EHC
Shares Held
2K
Value
$258.61K
Sanmina Corporation
SANM
Shares Held
2K
Value
$233.90K
Post Holdings, Inc.
POST
Shares Held
2K
Value
$218.29K
Tapestry, Inc.
TPR
Shares Held
2K
Value
$227.91K
Mueller Industries, Inc.
MLI
Shares Held
2K
Value
$203.33K
Amphenol Corporation
APH
Shares Held
2K
Value
$245.03K
IDACORP, Inc.
IDA
Shares Held
2K
Value
$257.56K
Itron, Inc.
ITRI
Shares Held
2K
Value
$241.65K
Life360, Inc.
LIF
Shares Held
2K
Value
$205.05K
AZZ Inc.
AZZ
Shares Held
2K
Value
$210.07K
American Electric Power Company, Inc.
AEP
Shares Held
2K
Value
$209.47K
Xylem Inc.
XYL
Shares Held
2K
Value
$272.14K