Fund HoldingsFreestone Grove Partners LP

Total Portfolio Value
$9.71B
Total Bought
$5.96B
Total Sold
$4.41B
Net Transaction
+$1.55B
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANGUARD INDEX FDS0915,148+915,1480470,3044.84%+470,304
GENERAL DYNAMICS CORP(GD)0682,976+682,9760186,1661.92%+186,166
AMAZON COM INC(AMZN)0598,433+598,4330113,8581.17%+113,858
AUTOZONE INC(AZO)027,343+27,3430104,2531.07%+104,253
WOODWARD INC(WWD)0548,897+548,8970100,1681.03%+100,168
SCHWAB CHARLES CORP(SCHW)01,556,409+1,556,4090121,8361.26%+121,836
TEXAS INSTRS INC(TXN)0509,332+509,332091,5270.94%+91,527
LAM RESEARCH CORP(LRCX)01,599,730+1,599,7300116,3001.20%+116,300
TRAVELERS COMPANIES INC(TRV)0325,557+325,557086,0970.89%+86,097
ENTERGY CORP NEW(ETR)01,001,564+1,001,564085,6240.88%+85,624
HUNTINGTON INGALLS INDS INC(HII)0458,628+458,628093,5780.96%+93,578
ELEVANCE HEALTH INC(ELV)0167,256+167,256072,7500.75%+72,750
BURLINGTON STORES INC(BURL)0299,758+299,758071,4410.74%+71,441
HONEYWELL INTL INC(HON)0327,385+327,385069,3240.71%+69,324
MONDELEZ INTL INC(MDLZ)01,135,304+1,135,304077,0300.79%+77,030
GE HEALTHCARE TECHNOLOGIES I(GEHC)0745,839+745,839060,1970.62%+60,197
CENCORA INC0206,398+206,398057,3970.59%+57,397
XPO INC(XPO)0554,526+554,526059,6560.61%+59,656
DATADOG INC(DDOG)0548,841+548,841054,4510.56%+54,451
MICRON TECHNOLOGY INC(MU)0612,447+612,447053,2160.55%+53,216
QORVO INC(QRVO)0819,263+819,263059,3230.61%+59,323
NOKIA CORP(NOK)7,527,74116,249,261+8,721,52033,34885,6340.88%+52,286
GFL ENVIRONMENTAL INC(GFL)01,078,031+1,078,031052,0800.54%+52,080
ROLLINS INC(ROL)0959,971+959,971051,8670.53%+51,867
EOG RES INC(EOG)0380,721+380,721048,8240.50%+48,824
NETAPP INC(NTAP)0552,238+552,238048,5090.50%+48,509
HUMANA INC(HUM)0178,845+178,845047,3220.49%+47,322
MASTERCARD INCORPORATED(MA)088,277+88,277048,3860.50%+48,386
SMUCKER J M CO(SJM)0379,005+379,005044,8780.46%+44,878
S&P GLOBAL INC(SPGI)089,108+89,108045,2760.47%+45,276
ALTRIA GROUP INC(MO)0696,566+696,566041,8080.43%+41,808
CHENIERE ENERGY INC(LNG)0179,876+179,876041,6230.43%+41,623
SPOTIFY TECHNOLOGY S A(SPOT)090,721+90,721049,8990.51%+49,899
LUMENTUM HLDGS INC(LITE)0633,825+633,825039,5130.41%+39,513
GLOBE LIFE INC467,880690,924+223,04452,17891,0090.94%+38,831
PURE STORAGE INC(P)0876,338+876,338038,7950.40%+38,795
TAPESTRY INC(TPR)0548,455+548,455038,6170.40%+38,617
DYCOM INDS INC(DY)0247,959+247,959037,7740.39%+37,774
HOME DEPOT INC(HD)0109,605+109,605040,1690.41%+40,169
PTC INC(PTC)0243,247+243,247037,6910.39%+37,691
TENET HEALTHCARE CORP(THC)0277,498+277,498037,3230.38%+37,323
TEXAS CAP BANCSHARES INC(TCBI)0492,362+492,362036,7790.38%+36,779
KIMBERLY-CLARK CORP(KMB)0268,945+268,945038,2490.39%+38,249
SENTINELONE INC(S)01,984,824+1,984,824036,0840.37%+36,084
BRIGHTHOUSE FINL INC(BHF)0621,725+621,725036,0540.37%+36,054
VALLEY NATL BANCORP(VLY)03,998,897+3,998,897035,5500.37%+35,550
METLIFE INC(MET)0600,966+600,966048,2520.50%+48,252
STATE STR CORP(STT)0389,397+389,397034,8630.36%+34,863
BANK AMERICA CORP01,208,006+1,208,006050,4100.52%+50,410
AVANTOR INC(AVTR)02,493,370+2,493,370040,4180.42%+40,418
ROCKET COS INC(RKT)02,871,272+2,871,272034,6560.36%+34,656
COSTCO WHSL CORP NEW(COST)035,556+35,556033,6280.35%+33,628
AIRBNB INC0279,726+279,726033,4160.34%+33,416
SANDISK CORP(SNDK)0697,404+697,404033,2030.34%+33,203
ALLEGRO MICROSYSTEMS INC(ALGM)01,603,200+1,603,200040,2880.42%+40,288
CARDINAL HEALTH INC(CAH)310,381498,970+188,58936,70968,7430.71%+32,034
WEST PHARMACEUTICAL SVSC INC(WST)0142,976+142,976032,0090.33%+32,009
JEFFERIES FINL GROUP INC(JEF)0595,137+595,137031,8810.33%+31,881
CONSOLIDATED EDISON INC(ED)0286,093+286,093031,6390.33%+31,639
FLAGSTAR FINANCIAL INC(FLG)02,687,474+2,687,474031,2280.32%+31,228
FABRINET(FN)0157,805+157,805031,1680.32%+31,168
KINDER MORGAN INC DEL(KMI)01,087,374+1,087,374031,0230.32%+31,023
MONGODB INC(MDB)0174,624+174,624030,6290.32%+30,629
REPUBLIC SVCS INC(RSG)0124,165+124,165030,0680.31%+30,068
DAVITA INC(DVA)0194,453+194,453029,7450.31%+29,745
PPL CORP(PPL)0812,353+812,353029,3340.30%+29,334
CVS HEALTH CORP(CVS)806,575963,196+156,62136,20765,2570.67%+29,049
PHILIP MORRIS INTL INC(PM)0180,798+180,798028,6980.30%+28,698
ATI INC(ATI)0543,915+543,915028,3000.29%+28,300
CENTERPOINT ENERGY INC(CNP)0801,803+801,803029,0490.30%+29,049
INSULET CORP(PODD)0108,580+108,580028,5140.29%+28,514
SOUTHERN CO(SO)0304,147+304,147027,9660.29%+27,966
F5 INC(FFIV)0104,738+104,738027,8890.29%+27,889
CHORD ENERGY CORPORATION(CHRD)0431,790+431,790048,6710.50%+48,671
UMB FINL CORP(UMBF)427,390749,507+322,11748,23575,7750.78%+27,540
ZIMMER BIOMET HOLDINGS INC(ZBH)643,322840,893+197,57167,95495,1720.98%+27,218
REINSURANCE GRP OF AMERICA I(RGA)0200,971+200,971039,5710.41%+39,571
CELSIUS HLDGS INC(CELH)0754,339+754,339026,8700.28%+26,870
ALLIANT ENERGY CORP(LNT)0398,137+398,137025,6200.26%+25,620
HUNT J B TRANS SVCS INC(JBHT)0171,703+171,703025,4030.26%+25,403
NVIDIA CORPORATION(NVDA)0286,780+286,780031,0810.32%+31,081
COSTAR GROUP INC(CSGP)0306,621+306,621024,2940.25%+24,294
LENNOX INTL INC(LII)043,078+43,078024,1590.25%+24,159
TELEFLEX INCORPORATED(TFX)0191,035+191,035026,3990.27%+26,399
MONSTER BEVERAGE CORP NEW(MNST)1,183,3201,467,036+283,71662,19585,8510.88%+23,656
STANDARDAERO INC(SARO)01,007,509+1,007,509026,8400.28%+26,840
UNUM GROUP(UNM)891,3621,081,196+189,83465,09688,0740.91%+22,978
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)0118,211+118,211024,4990.25%+24,499
DOLLAR GEN CORP NEW(DG)0249,726+249,726021,9580.23%+21,958
INTUIT(INTU)068,032+68,032041,7710.43%+41,771
PERMIAN RESOURCES CORP(PR)3,971,7395,693,062+1,721,32357,11478,8490.81%+21,735
AMENTUM HOLDINGS INC01,164,835+1,164,835021,2000.22%+21,200
XYLEM INC(XYL)0177,052+177,052021,1510.22%+21,151
AMERICAN ELEC PWR CO INC0193,271+193,271021,1190.22%+21,119
NOBLE CORP PLC(NE)01,144,918+1,144,918027,1350.28%+27,135
BRINKER INTL INC(EAT)0137,354+137,354020,4730.21%+20,473
BERKSHIRE HATHAWAY INC DEL038,086+38,086020,2840.21%+20,284
ZOOM COMMUNICATIONS INC(ZM)0270,404+270,404019,9480.21%+19,948
GLOBUS MED INC(GMED)0358,043+358,043026,2090.27%+26,209
HCI GROUP INC0170,680+170,680025,4710.26%+25,471
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