LONGBOARD ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ACM | 2K | $239.54K |
 | PNR | 2K | $203.35K |
 | ALLE | 2K | $325.62K |
 | OSK | 2K | $234.37K |
 | ITT | 2K | $321.95K |
 | MS | 2K | $285.49K |
 | CHCO | 2K | $220.24K |
 | PRIM | 2K | $239.37K |
 | BPOP | 2K | $219.35K |
 | RTX | 2K | $287.81K |
 | PFSI | 2K | $212.95K |
 | ATO | 2K | $286.52K |
 | FCFS | 2K | $265.83K |
 | CAH | 2K | $261.65K |
 | DTE | 2K | $235.62K |
 | CHRW | 2K | $218.86K |
 | SNX | 2K | $270.51K |
 | AWI | 2K | $314.20K |
 | J | 2K | $236.78K |
 | ICE | 2K | $263.00K |
Aecom
ACM
Shares Held
2K
Value
$239.54K
Pentair plc
PNR
Shares Held
2K
Value
$203.35K
Allegion plc
ALLE
Shares Held
2K
Value
$325.62K
Oshkosh Corporation
OSK
Shares Held
2K
Value
$234.37K
ITT Inc.
ITT
Shares Held
2K
Value
$321.95K
Morgan Stanley
MS
Shares Held
2K
Value
$285.49K
City Holding Company
CHCO
Shares Held
2K
Value
$220.24K
Primoris Services Corporation
PRIM
Shares Held
2K
Value
$239.37K
Popular, Inc.
BPOP
Shares Held
2K
Value
$219.35K
RTX Corporation
RTX
Shares Held
2K
Value
$287.81K
PennyMac Financial Services, Inc.
PFSI
Shares Held
2K
Value
$212.95K
Atmos Energy Corporation
ATO
Shares Held
2K
Value
$286.52K
FirstCash Holdings, Inc
FCFS
Shares Held
2K
Value
$265.83K
Cardinal Health, Inc.
CAH
Shares Held
2K
Value
$261.65K
DTE Energy Company
DTE
Shares Held
2K
Value
$235.62K
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
2K
Value
$218.86K
TD SYNNEX Corporation
SNX
Shares Held
2K
Value
$270.51K
Armstrong World Industries, Inc.
AWI
Shares Held
2K
Value
$314.20K
Jacobs Solutions Inc.
J
Shares Held
2K
Value
$236.78K
Intercontinental Exchange, Inc.
ICE
Shares Held
2K
Value
$263.00K