Fund HoldingsFreestone Grove Partners LP

Total Portfolio Value
$13.79B
Total Bought
$7.19B
Total Sold
$6.82B
Net Transaction
+$373.36M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
STATE STR SPDR S&P 500 ETF T(SPY)(Put)0562,700+562,7000365,946+365,946
CITIGROUP INC(C)01,180,436+1,180,4360133,8730.97%+133,873
PINNACLE FINL PARTNERS INC(PNFP)01,287,874+1,287,8740110,9370.80%+110,937
JOHNSON & JOHNSON(JNJ)147,070554,373+407,30330,436135,5110.98%+105,075
MONDELEZ INTL INC(MDLZ)01,786,002+1,786,0020102,9450.75%+102,945
KKR & CO INC(KKR)01,075,483+1,075,483099,4820.72%+99,482
AXIS CAP HLDGS LTD
SHS
01,299,649+1,299,6490131,7970.96%+131,797
AMERICAN INTL GROUP INC01,270,915+1,270,915095,6360.69%+95,636
MCDONALDS CORP(MCD)0290,178+290,178090,1840.65%+90,184
MASTERCARD INCORPORATED(MA)0172,536+172,536086,2090.63%+86,209
DEERE & CO(DE)0152,276+152,276085,7770.62%+85,777
ATI INC(ATI)0575,873+575,873083,7660.61%+83,766
F5 INC(FFIV)0283,480+283,480082,0190.59%+82,019
VULCAN MATLS CO(VMC)0327,809+327,809089,2620.65%+89,262
BRINKER INTL INC(EAT)0552,886+552,886078,9360.57%+78,936
INTUITIVE SURGICAL INC55,188236,782+181,59431,256109,1540.79%+77,898
GOLDMAN SACHS GROUP INC(GS)092,007+92,007077,8370.56%+77,837
OCCIDENTAL PETE CORP(OXY)01,149,223+1,149,223074,6990.54%+74,699
ALTRIA GROUP INC(MO)01,069,321+1,069,321070,5640.51%+70,564
CADENCE DESIGN SYSTEM INC(CDNS)0269,954+269,954075,0120.54%+75,012
LOGITECH INTL S A
SHS
0735,678+735,678067,0350.49%+67,035
WILLIAMS COS INC(WMB)01,127,736+1,127,736082,0770.60%+82,077
MONDAY COM LTD
SHS
0888,584+888,584061,4100.45%+61,410
ZIONS BANCORPORATION NATL AS(ZION)01,040,108+1,040,108059,9310.43%+59,931
VALLEY NATL BANCORP(VLY)05,448,809+5,448,809066,9110.49%+66,911
ELASTIC N V
ORD SHS
02,264,806+2,264,8060113,2180.82%+113,218
DYNATRACE INC(DT)02,822,808+2,822,8080104,3870.76%+104,387
BOOZ ALLEN HAMILTON HLDG COR794,6061,605,671+811,06567,033125,2910.91%+58,258
WYNDHAM HOTELS & RESORTS INC(WH)0708,831+708,831057,5780.42%+57,578
CHECK POINT SOFTWARE TECH LT
ORD
0388,273+388,273055,4650.40%+55,465
DATADOG INC(DDOG)01,085,198+1,085,1980128,1080.93%+128,108
ALLISON TRANSMISSION HLDGS I(ALSN)0512,186+512,186059,9560.43%+59,956
AGILENT TECHNOLOGIES INC(A)0474,435+474,435054,0760.39%+54,076
RALPH LAUREN CORP(RL)0156,071+156,071053,6870.39%+53,687
CIENA CORP(CIEN)0133,267+133,267051,7380.38%+51,738
ECHOSTAR CORP(ECHO)0441,418+441,418051,6770.37%+51,677
COSTCO WHOLESALE CORPORATION(COST)051,481+51,481051,2970.37%+51,297
NASDAQ INC(NDAQ)0600,547+600,547050,9800.37%+50,980
IDEXX LABS INC(IDXX)090,516+90,516050,8600.37%+50,860
DICKS SPORTING GOODS INC(DKS)0256,038+256,038050,7700.37%+50,770
FRANKLIN RESOURCES INC(BEN)02,148,549+2,148,549050,7490.37%+50,749
JABIL INC(JBL)0275,668+275,668073,2260.53%+73,226
PROLOGIS INC.(PLD)0370,508+370,508048,9740.36%+48,974
BORGWARNER INC0882,867+882,867047,9040.35%+47,904
DAVITA INC(DVA)0315,157+315,157048,4360.35%+48,436
KRAFT HEINZ CO(KHC)02,092,664+2,092,664047,0640.34%+47,064
KIMBERLY-CLARK CORP(KMB)0486,963+486,963046,9770.34%+46,977
KEYCORP(KEY)1,517,8383,858,175+2,340,33731,32877,3560.56%+46,028
PHILLIPS 66(PSX)350,480498,027+147,54745,22690,7310.66%+45,505
REGAL REXNORD CORPORATION(RRX)0236,652+236,652044,3150.32%+44,315
BIO-TECHNE CORP(TECH)0820,072+820,072042,8570.31%+42,857
TARGET CORP(TGT)0353,192+353,192042,8070.31%+42,807
PPL CORP(PPL)01,113,220+1,113,220042,5250.31%+42,525
STANLEY BLACK & DECKER INC(SWK)0708,037+708,037050,3130.36%+50,313
RTX CORPORATION(RTX)268,799472,012+203,21349,29891,0510.66%+41,753
VERISK ANALYTICS INC(VRSK)0219,589+219,589041,6670.30%+41,667
IDEX CORP(IEX)0217,276+217,276041,1850.30%+41,185
EXTRA SPACE STORAGE INC(EXR)0312,743+312,743041,0100.30%+41,010
BP PLC(BP)2,476,4182,642,602+166,18486,006124,2020.90%+38,196
CHUBB LTD SWITZ
COM
0116,143+116,143037,8540.27%+37,854
SERVICENOW INC(NOW)301,372801,689+500,31746,16783,8170.61%+37,649
BURLINGTON STORES INC(BURL)0137,021+137,021044,5840.32%+44,584
TD SYNNEX CORPORATION(SNX)0348,405+348,405058,7790.43%+58,779
AVALONBAY CMNTYS INC0221,344+221,344036,1570.26%+36,157
TEREX CORP NEW(TEX)510,2321,060,317+550,08527,23662,6650.45%+35,429
UWM HOLDINGS CORPORATION(UWMC)09,759,126+9,759,126035,3280.26%+35,328
TEXAS CAP BANCSHARES INC(TCBI)0371,595+371,595035,2570.26%+35,257
IQVIA HLDGS INC(IQV)0203,851+203,851034,7650.25%+34,765
DUTCH BROS INC(BROS)01,504,392+1,504,392076,2120.55%+76,212
FABRINET(FN)065,329+65,329034,0700.25%+34,070
WESCO INTL INC(WCC)0119,400+119,400032,6700.24%+32,670
EXPAND ENERGY CORPORATION(EXE)0393,068+393,068043,1510.31%+43,151
SPROUTS FMRS MKT INC(SFM)0500,885+500,885038,6330.28%+38,633
GALLAGHER ARTHUR J & CO(AJG)0150,106+150,106032,5100.24%+32,510
SAMSARA INC(IOT)02,157,361+2,157,361068,3670.50%+68,367
SYNOPSYS INC(SNPS)083,524+83,524033,1160.24%+33,116
KIMCO REALTY CORP(KIM)01,411,574+1,411,574031,7180.23%+31,718
BIRKENSTOCK HOLDING PLC(BIRK)0865,425+865,425031,0080.22%+31,008
MARRIOTT INTL INC NEW(MAR)094,278+94,278030,8360.22%+30,836
HEICO CORP NEW(HEI)0112,201+112,201030,7660.22%+30,766
VIRTU FINL INC(VIRT)0690,419+690,419030,3650.22%+30,365
ROYALTY PHARMA PLC(RPRX)0616,377+616,377029,5680.21%+29,568
VALERO ENERGY CORP(VLO)0165,781+165,781040,9610.30%+40,961
AUTOMATIC DATA PROCESSING IN0141,784+141,784028,8080.21%+28,808
BAKER HUGHES COMPANY(BKR)0798,207+798,207048,7310.35%+48,731
SEMPRA(SRE)0576,205+576,205055,9900.41%+55,990
CAPITAL ONE FINL CORP(COF)0152,930+152,930027,8990.20%+27,899
AUTOZONE INC(AZO)08,833+8,833029,8360.22%+29,836
ROSS STORES INC(ROST)285,078363,898+78,82051,35478,8310.57%+27,477
WW GRAINGER INC(GWW)73,06392,541+19,47873,724100,9450.73%+27,220
MEDLINE INC(MDLN)01,089,014+1,089,014048,4610.35%+48,461
DENTSPLY SIRONA INC(XRAY)02,297,378+2,297,378026,6500.19%+26,650
QIAGEN NV(QGEN)0661,857+661,857026,5010.19%+26,501
ALIGN TECHNOLOGY INC0152,706+152,706026,1780.19%+26,178
BATH & BODY WORKS INC01,429,972+1,429,972026,6980.19%+26,698
AMER SPORTS INC(AS)0782,454+782,454025,7580.19%+25,758
CALIFORNIA RES CORP(CRC)0362,066+362,066025,0620.18%+25,062
KOHLS CORP(KSS)01,904,083+1,904,083024,5630.18%+24,563
PALOMAR HLDGS INC(PLMR)0476,484+476,484056,9400.41%+56,940
TWILIO INC(TWLO)0751,687+751,687094,5770.69%+94,577
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