LIMESTONE INVESTMENT ADVISORS LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLF | 750K | $783.05K |
 | AMODW | 538K | $29.55K |
 | CE | 500K | $500.35K |
 | NRG | 500K | $512.43K |
 | AERTW | 497K | $18.65K |
 | TEX | 250K | $256.86K |
 | GEL | 250K | $259.58K |
 | OMF | 250K | $256.76K |
 | LGIH | 250K | $240.21K |
 | ADNT | 250K | $258.22K |
 | UWMC | 250K | $253.29K |
 | CACC | 250K | $251.38K |
 | IEP | 250K | $250.03K |
 | AXON | 250K | $259.12K |
 | MAGN | 250K | $246.18K |
 | SBGI | 250K | $261.58K |
 | MPW | 250K | $267.27K |
 | STWD | 250K | $261.06K |
 | ACHC | 250K | $252.72K |
 | WCC | 250K | $261.13K |
Cleveland-Cliffs Inc.
CLF
Shares Held
750K
Value
$783.05K
Alpha Modus Holdings, Inc.
AMODW
Shares Held
538K
Value
$29.55K
Celanese Corporation
CE
Shares Held
500K
Value
$500.35K
NRG Energy, Inc.
NRG
Shares Held
500K
Value
$512.43K
Aeries Technology, Inc
AERTW
Shares Held
497K
Value
$18.65K
Terex Corporation
TEX
Shares Held
250K
Value
$256.86K
Genesis Energy, L.P.
GEL
Shares Held
250K
Value
$259.58K
OneMain Holdings, Inc.
OMF
Shares Held
250K
Value
$256.76K
LGI Homes, Inc.
LGIH
Shares Held
250K
Value
$240.21K
Adient plc
ADNT
Shares Held
250K
Value
$258.22K
UWM Holdings Corporation
UWMC
Shares Held
250K
Value
$253.29K
Credit Acceptance Corporation
CACC
Shares Held
250K
Value
$251.38K
Icahn Enterprises L.P.
IEP
Shares Held
250K
Value
$250.03K
Axon Enterprise, Inc.
AXON
Shares Held
250K
Value
$259.12K
Magnera Corp.
MAGN
Shares Held
250K
Value
$246.18K
Sinclair, Inc.
SBGI
Shares Held
250K
Value
$261.58K
Medical Properties Trust, Inc.
MPW
Shares Held
250K
Value
$267.27K
Starwood Property Trust, Inc.
STWD
Shares Held
250K
Value
$261.06K
Acadia Healthcare Company, Inc.
ACHC
Shares Held
250K
Value
$252.72K
WESCO International, Inc.
WCC
Shares Held
250K
Value
$261.13K