Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Landmark Investment Partners, L.P.

  • ESS
  • CSGP
  • DEI
  • AIV
  • HPP
  • TNL
  • NXRT
Landmark Investment Partners, L.P.'s Q2 2025 Portfolio
Portfolio Value 377 Billion
Stocks 71
Filing on Aug 14, 2025 Q2 2025

Cove Street Capital, LLC

  • AVD
  • ECVT
  • RSSS
  • VSAT
  • SNEX
  • WBD
  • WEX
Cove Street Capital, LLC's Q2 2025 Portfolio
Portfolio Value 61.1 Million
Stocks 97
Filing on Aug 14, 2025 Q2 2025

Note Advisors, LLC

  • DFAU
  • DFAI
  • DFCF
  • BND
  • VONE
  • DFAE
  • VNQ
Note Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 145 Billion
Stocks 74
Filing on Aug 14, 2025 Q2 2025

Dsc Meridian Capital LP

  • USHY
  • VST
  • BKLN
  • K
  • BLCO
  • RKT
  • DAR
Dsc Meridian Capital LP's Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 15
Filing on Aug 14, 2025 Q2 2025

Scopia Capital Management LP

  • CTVA
  • RRX
  • KBR
  • TPX
  • AMZN
  • CC
  • LIVN
Scopia Capital Management LP's Q2 2025 Portfolio
Portfolio Value 819 Billion
Stocks 32
Filing on Aug 14, 2025 Q2 2025

Armistice Capital, LLC

  • SPY
  • IWM
  • PTCT
  • SUPN
  • IMVT
  • TVTX
  • INCY
Armistice Capital, LLC's Q2 2025 Portfolio
Portfolio Value 5.71 Billion
Stocks 210
Filing on Aug 14, 2025 Q2 2025

Robertson Opportunity Capital, LLC

  • WMB
  • TPX
  • ACGL
  • GOOG
  • CPRT
  • META
  • SNPS
Robertson Opportunity Capital, LLC's Q2 2025 Portfolio
Portfolio Value 240 Million
Stocks 28
Filing on Aug 14, 2025 Q2 2025

Kitching Partners, LLC

  • VIG
  • VEA
  • VUSB
  • SDY
  • SHYG
  • VOO
  • IAU
Kitching Partners, LLC's Q2 2025 Portfolio
Portfolio Value 98.5 Billion
Stocks 35
Filing on Aug 14, 2025 Q2 2025

Immersion Corp

  • FPH
  • MX
  • UEIC
  • NNDM
  • MRAM
  • PLCE
  • MRVI
Immersion Corp's Q2 2025 Portfolio
Portfolio Value 197 Billion
Stocks 10
Filing on Aug 14, 2025 Q2 2025

Pingora Partners LLC

  • CRGY
  • FIP
  • BABA
  • T
  • CTRA
  • META
  • NFE
Pingora Partners LLC's Q2 2025 Portfolio
Portfolio Value 134 Billion
Stocks 204
Filing on Aug 14, 2025 Q2 2025

Quantum Capital Management, LLC

  • VEEV
  • NVR
  • ODFL
  • CPRT
  • PRI
  • MSCI
  • IDXX
Quantum Capital Management, LLC 's Q2 2025 Portfolio
Portfolio Value 839 Million
Stocks 33
Filing on Aug 14, 2025 Q2 2025

Multicoin Capital Management, LLC

  • GBTC
Multicoin Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 125 Billion
Stocks 2
Filing on Aug 14, 2025 Q2 2025

Globeflex Capital L P

  • GILD
  • EXEL
  • JCI
  • PYPL
  • GOOG
  • V
  • TMHC
Globeflex Capital L P's Q2 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 418
Filing on Aug 14, 2025 Q2 2025

Doheny Asset Management /Ca

  • NVDA
  • AAPL
  • AVGO
  • VST
  • XOM
  • GOOG
  • COST
Doheny Asset Management /Ca's Q2 2025 Portfolio
Portfolio Value 142 Million
Stocks 66
Filing on Aug 14, 2025 Q2 2025

Tennessee Valley Asset Management Partners

  • SPLG
  • VTI
  • SPYV
  • BRK-B
  • SPTL
  • SPDW
  • SPAB
Tennessee Valley Asset Management Partners's Q2 2025 Portfolio
Portfolio Value 394 Million
Stocks 82
Filing on Aug 14, 2025 Q2 2025

Peapack Gladstone Financial Corp

  • AAPL
  • MSFT
  • QQQ
  • JPM
  • GOOGL
  • VOO
  • SPY
Peapack Gladstone Financial Corp's Q2 2025 Portfolio
Portfolio Value 7.07 Billion
Stocks 1181
Filing on Aug 14, 2025 Q2 2025

Objective Capital Management, LLC

  • IVV
  • QQQ
  • SPY
  • VV
  • VO
  • VB
  • DIA
Objective Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 83.9 Million
Stocks 84
Filing on Aug 14, 2025 Q2 2025

Clearfield Capital Management LP

  • USFD
  • VRT
  • UAL
  • CEG
  • VST
  • ZI
  • DAL
Clearfield Capital Management LP's Q2 2025 Portfolio
Portfolio Value 98 Million
Stocks 12