Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Beddow Capital Management Inc

  • IBM
  • DG
  • ALV
  • SIEGY
  • MSB
  • FNV
  • WPM
Beddow Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 252 Million
Stocks 55
Filing on Aug 14, 2025 Q2 2025

In Depth Partners, LLC

  • TSM
  • MSFT
  • AMZN
  • META
  • MELI
  • TTD
  • NVDA
In Depth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 95.2 Million
Stocks 10
Filing on Aug 14, 2025 Q2 2025

Cibc Capital Markets (Europe) S.A.

  • NFLX
  • NVDA
  • UBER
  • AMD
  • AMZN
  • ISRG
  • NOW
Cibc Capital Markets (Europe) S.A.'s Q2 2025 Portfolio
Portfolio Value 268 Million
Stocks 10
Filing on Aug 14, 2025 Q2 2025

Seneschal Advisors, LLC

  • BIV
  • VTI
  • DFUS
  • DFUV
  • DFAT
  • BNDX
  • DFAS
Seneschal Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 127 Billion
Stocks 39
Filing on Aug 14, 2025 Q2 2025

Public Investment Fund

  • UBER
  • EA
  • LCID
  • TTWO
  • CMI
  • UNH
  • LLY
Public Investment Fund's Q2 2025 Portfolio
Portfolio Value 22.1 Billion
Stocks 57
Filing on Aug 14, 2025 Q2 2025

Eco R1 Capital, LLC

  • APLS
  • JAZZ
  • CRNX
  • ITOS
  • CRSP
  • QURE
  • TNGX
Eco R1 Capital, LLC's Q2 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 37
Filing on Aug 14, 2025 Q2 2025

Quarry LP

  • HES
  • K
  • CHX
  • FYBR
  • IPG
  • SWTX
  • ANSS
Quarry LP's Q2 2025 Portfolio
Portfolio Value 470 Billion
Stocks 1694
Filing on Aug 14, 2025 Q2 2025

Philosophy Capital Management LLC

  • GLNG
  • CZR
  • ET
  • TALO
  • GEO
  • MTCH
  • PCG
Philosophy Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 633 Million
Stocks 41
Filing on Aug 14, 2025 Q2 2025

Massar Capital Management, LP

  • EWZ
  • MUFG
  • SMFG
  • INTC
  • NPK
  • UPS
  • OXY
Massar Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 134 Billion
Stocks 112
Filing on Aug 14, 2025 Q2 2025

Wimmer Associates 1, LLC

  • MSFT
  • AAPL
  • NVDA
  • VIG
  • PRF
  • V
  • COST
Wimmer Associates 1, LLC's Q2 2025 Portfolio
Portfolio Value 193 Million
Stocks 109
Filing on Aug 14, 2025 Q2 2025

Hancock Whitney Corp

  • MSFT
  • IVV
  • AAPL
  • NVDA
  • MBB
  • JPM
  • AMZN
Hancock Whitney Corp's Q2 2025 Portfolio
Portfolio Value 5.11 Billion
Stocks 1655
Filing on Aug 14, 2025 Q2 2025

Cadian Capital Management, LP

  • GLBE
  • GH
  • CRTO
  • EVH
  • PCOR
  • FLYW
  • CFLT
Cadian Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 1.77 Billion
Stocks 24
Filing on Aug 14, 2025 Q2 2025

Mountaineer Partners Management, LLC

  • CENX
  • HBM
  • VSH
  • CSTM
  • CRS
  • FCX
  • ATI
Mountaineer Partners Management, LLC's Q2 2025 Portfolio
Portfolio Value 129 Million
Stocks 32
Filing on Aug 14, 2025 Q2 2025

Lonestar Capital Management LLC

  • ET
  • DHC
  • NRG
  • GTX
  • GLNG
  • GDX
  • GDXJ
Lonestar Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 115 Million
Stocks 18
Filing on Aug 14, 2025 Q2 2025

Talaria Asset Management Pty LTD

  • RE
  • CF
  • JCI
  • NEM
  • MDT
  • CVE
  • ABEV
Talaria Asset Management Pty LTD's Q2 2025 Portfolio
Portfolio Value 423 Billion
Stocks 12
Filing on Aug 14, 2025 Q2 2025

Ener Vest, Ltd.

  • MGY
Ener Vest, Ltd.'s Q2 2025 Portfolio
Portfolio Value 47.2 Million
Stocks 1
Filing on Aug 14, 2025 Q2 2025

Petrus Trust Company, Lta

  • SPY
  • MSFT
  • AMZN
  • WDAY
  • AON
  • MA
  • CRM
Petrus Trust Company, Lta's Q2 2025 Portfolio
Portfolio Value 858 Million
Stocks 499
Filing on Aug 14, 2025 Q2 2025

Stone House Capital Management, LLC

  • LNW
  • RMBL
  • DBI
  • DBI
Stone House Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 120 Million
Stocks 4