ELWOOD CAPITAL PARTNERS LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STM | 100K | $3.46M |
 | SGI | 90K | $6.66M |
 | AMZN | 85K | $17.73M |
 | JHX | 75K | $1.42M |
 | LPX | 75K | $5.46M |
 | RKT | 75K | $1.07M |
 | PLNT | 50K | $3.72M |
 | STVN | 50K | $687.50K |
 | WRBY | 38K | $790.13K |
 | TSM | 35K | $11.83M |
 | TXN | 30K | $5.84M |
 | BKR | 25K | $1.53M |
 | MSFT | 23K | $8.42M |
 | RDDT | 20K | $2.71M |
 | TTWO | 15K | $2.98M |
 | AJG | 13K | $2.71M |
 | FIVE | 13K | $2.86M |
 | GOOGL | 13K | $3.59M |
 | UNH | 10K | $2.71M |
 | APG | 10K | $405.20K |
STMicroelectronics N.V.
STM
Shares Held
100K
Value
$3.46M
Somnigroup International Inc
SGI
Shares Held
90K
Value
$6.66M
Amazon.com, Inc.
AMZN
Shares Held
85K
Value
$17.73M
James Hardie Industries plc
JHX
Shares Held
75K
Value
$1.42M
Louisiana-Pacific Corporation
LPX
Shares Held
75K
Value
$5.46M
Rocket Companies, Inc.
RKT
Shares Held
75K
Value
$1.07M
Planet Fitness, Inc.
PLNT
Shares Held
50K
Value
$3.72M
Stevanato Group S.p.A.
STVN
Shares Held
50K
Value
$687.50K
Warby Parker Inc.
WRBY
Shares Held
38K
Value
$790.13K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
35K
Value
$11.83M
Texas Instruments Incorporated
TXN
Shares Held
30K
Value
$5.84M
Baker Hughes Company
BKR
Shares Held
25K
Value
$1.53M
Microsoft Corporation
MSFT
Shares Held
23K
Value
$8.42M
Reddit, Inc.
RDDT
Shares Held
20K
Value
$2.71M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
15K
Value
$2.98M
Arthur J. Gallagher & Co.
AJG
Shares Held
13K
Value
$2.71M
Five Below, Inc.
FIVE
Shares Held
13K
Value
$2.86M
Alphabet Inc.
GOOGL
Shares Held
13K
Value
$3.59M
UnitedHealth Group Incorporated
UNH
Shares Held
10K
Value
$2.71M
APi Group Corporation
APG
Shares Held
10K
Value
$405.20K