13F holdings
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. portfolio
Managed by . 222 reported positions worth $10.0B as of 2026-03-31, filed with the SEC on 2026-04-16. Parsed from the filing itself, not a reseller.
$10.0B
Book value
222
Positions
20%
Top 10 weight
+41
New this quarter
-33
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 16 days old on 2026-04-16, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (41)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $129.1M | 1,374,120 | 1.30% |
| SHOP | SHOPIFY INC - CLASS A | $119.3M | 1,005,760 | 1.20% |
| HONGBP | HONEYWELL INTERNATIONAL INC | $114.3M | 505,800 | 1.15% |
| ROST | ROSS STORES INC | $113.4M | 523,250 | 1.14% |
| V | VISA INC-CLASS A SHRS | $112.4M | 371,925 | 1.13% |
| ILMN | ILLUMINA INC | $106.5M | 863,721 | 1.07% |
| SXT | SENSIENT TECHNOLOGIES | $78.0M | 901,840 | 0.78% |
| NFG | NATIONAL FUEL GAS CO | $63.9M | 679,680 | 0.64% |
| FSS | FEDERAL SIGNAL CORP | $57.7M | 534,020 | 0.58% |
| HWM | HOWMET AEROSPACE INC | $53.6M | 232,510 | 0.54% |
| MDU | MDU RESOURCES GROUP INC | $52.5M | 2,531,705 | 0.53% |
| PLAB | PHOTRONICS INC | $47.9M | 1,185,405 | 0.48% |
| SLB | SLB LTD | $47.5M | 924,850 | 0.48% |
| OC | OWENS CORNING INC | $45.9M | 423,790 | 0.46% |
| MCHP | MICROCHIP TECHNOLOGY INC | $45.7M | 707,740 | 0.46% |
| BKR | BAKER HUGHS CO | $44.3M | 726,095 | 0.45% |
| ACHC | ACADIA HEALTHCARE CO INC | $43.0M | 1,839,125 | 0.43% |
| NCLH | NORWEGIAN CRUISE LINE HOLDIN | $42.8M | 2,286,695 | 0.43% |
| ABCB | AMERIS BANCORP | $42.3M | 541,995 | 0.42% |
| SSB | SOUTH STATE CORP | $41.1M | 443,933 | 0.41% |
| RVTY | REVVITY | $40.4M | 461,265 | 0.41% |
| BWXT | BWX TECHNOLOGIES INC | $37.2M | 182,135 | 0.37% |
| HLI | HOULIHAN LOKEY INC | $35.7M | 248,770 | 0.36% |
| UBSI | UNITED BANKSHARES INC | $34.5M | 832,340 | 0.35% |
| WSFS | WSFS FINANCIAL CORP | $34.3M | 524,180 | 0.34% |
Closed out (33)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC | $119.4M | 1,309,361 | 0.00% |
| COF | CAPITAL ONE FINL CORP | $117.7M | 485,517 | 0.00% |
| DIS | THE WALT DISNEY CO | $112.0M | 984,053 | 0.00% |
| BLD* | TOPBUILD CORP | $78.6M | 188,471 | 0.00% |
| XYL | XYLEM INC | $77.9M | 571,718 | 0.00% |
| BRKR | BRUKER BIOSCIENCES CORP | $77.3M | 1,640,715 | 0.00% |
| NOW | SERVICENOW INC | $76.2M | 497,731 | 0.00% |
| EXE | EXPAND ENERGY CORP | $66.8M | 605,590 | 0.00% |
| PVH | PVH CORPORATION | $65.3M | 973,895 | 0.00% |
| GIL | GILDAN ACTIVEWEAR -A | $53.6M | 857,435 | 0.00% |
| CCC | CCC INTELLIGENT SOLUTIONS HO | $50.4M | 6,334,100 | 0.00% |
| CRUS | CIRRUS LOGIC INC | $46.0M | 388,225 | 0.00% |
| BAH | BOOZ ALLEN HAMILTON HOLDING | $45.3M | 537,300 | 0.00% |
| CHDN | CHURCHILL DOWNS INC | $43.4M | 381,740 | 0.00% |
| DASH | DOORDASH INC - A | $41.7M | 184,175 | 0.00% |
| HLNE | HAMILTON LANE INC-CLASS A | $40.9M | 304,185 | 0.00% |
| CADE | CADENCE BANK | $34.2M | 798,680 | 0.00% |
| WERN | WERNER ENTERPIRSES INC | $34.2M | 1,139,653 | 0.00% |
| MIR | MIRION TECHNOLOGIES INC | $31.2M | 1,332,550 | 0.00% |
| SNDR | SCHNEIDER NATIONAL INC-CL B | $29.5M | 1,110,775 | 0.00% |
| WTS | WATTS WATER TECHNOLOGIES-A | $27.9M | 101,260 | 0.00% |
| EOSE | EOS ENERGY ENTERPRISES INC | $22.3M | 1,948,500 | 0.00% |
| RXO | RXO INC-W/I | $11.2M | 888,005 | 0.00% |
| AU | ANGLOGOLD ASHANTI PLC | $8.5M | 99,430 | 0.00% |
| TYL | TYLER TECHNOLOGIES INC | $3.8M | 8,340 | 0.00% |
Added to (77)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $305.9M | 1,754,078 | 3.07% | +12% |
| LLY | ELI LILLY & CO | $230.8M | 250,918 | 2.32% | +9% |
| LECO | LINCOLN ELECTRIC HOLDINGS | $199.4M | 800,524 | 2.00% | +72% |
| AAPL | APPLE INC | $190.9M | 752,384 | 1.92% | +27% |
| EXMOC | EXXON MOBIL CORP | $181.3M | 1,068,757 | 1.82% | +68% |
| CMI | CUMMINS INC | $144.5M | 268,523 | 1.45% | +9112% |
| NUE | NUCOR CORP | $144.0M | 851,805 | 1.45% | +9% |
| BURL | BURLINGTON STORES INC | $111.5M | 342,741 | 1.12% | +45% |
| CLH | CLEAN HARBORS INC | $110.8M | 386,540 | 1.11% | +4% |
| WCC | WESCO INTERNATIONAL INC | $110.7M | 404,730 | 1.11% | +8% |
| GATX | GATX CORP | $102.0M | 597,545 | 1.02% | +23% |
| VMI | VALMONT INDUSTRIES | $100.9M | 252,605 | 1.01% | +4% |
| SANM | SANMINA CORP | $98.8M | 762,365 | 0.99% | +58% |
| SNPS | SYNOPSYS INC | $97.2M | 245,217 | 0.98% | +37% |
| VVV | VALVOLINE INC | $97.1M | 2,881,998 | 0.97% | +7% |
Trimmed (67)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NDAQ | NASDAQ INC | $16,129 | 190 | 0.00% | -100% |
| PFGC | PERFORMANCE FOOD GROUP CO | $13,706 | 160 | 0.00% | -100% |
| HOOD | ROBINHOOD MARKETS INC - A | $9,356 | 135 | 0.00% | -100% |
| ARES | ARES MANAGEMENT CORP - A | $6,546 | 60 | 0.00% | -100% |
| BJ | BJS WHOLESALE CLUB HOLDINGS | $29,034 | 295 | 0.00% | -100% |
| SYF | SYNCHRONY FINANCIAL | $17,685 | 260 | 0.00% | -100% |
| OWL | BLUE OWL CAPITAL INC | $11,732 | 1,285 | 0.00% | -100% |
| FND | FLOOR & DECOR HOLDINGS INC-A | $14,478 | 285 | 0.00% | -100% |
| MSFT | MICROSOFT CORP | $1.6M | 4,205 | 0.02% | -99% |
| AVGO | BROADCOM INC | $1.7M | 5,440 | 0.02% | -99% |
| IQV | IQIVA HOLDINGS INC | $521,000 | 3,055 | 0.01% | -98% |
| AAXJ | ISHARES MSCI ALL COUNTRY ASIA EX J | $6,740 | 70 | 0.00% | -98% |
| ZION | ZIONS BANCORP | $11.8M | 205,264 | 0.12% | -93% |
| STAG | STAG INDUSTRIAL INC | $7.0M | 195,340 | 0.07% | -89% |
| GXO | GXO LOGISTICS INC | $5.1M | 98,582 | 0.05% | -86% |
The book
Largest 150 of 222 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $305.9M | 1,754,078 | 3.07% | — |
| GOOGL | ALPHABET INC-CL A | $239.4M | 832,437 | 2.40% | — |
| LLY | ELI LILLY & CO | $230.8M | 250,918 | 2.32% | — |
| IWN | ISHARES RUSSELL 2000 VALUE INDEX | $210.2M | 1,108,920 | 2.11% | — |
| LECO | LINCOLN ELECTRIC HOLDINGS | $199.4M | 800,524 | 2.00% | — |
| AAPL | APPLE INC | $190.9M | 752,384 | 1.92% | — |
| EXMOC | EXXON MOBIL CORP | $181.3M | 1,068,757 | 1.82% | — |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | $172.5M | 510,385 | 1.73% | — |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $152.4M | 139,352 | 1.53% | — |
| AMZN | AMAZON.COM INC | $150.2M | 721,077 | 1.51% | — |
| CMI | CUMMINS INC | $144.5M | 268,523 | 1.45% | — |
| NUE | NUCOR CORP | $144.0M | 851,805 | 1.45% | — |
| ETN | EATON CORP PLC | $130.1M | 363,880 | 1.31% | — |
| SCHW | SCHWAB CHARLES CORP | $129.1M | 1,374,120 | 1.30% | — |
| JPM | JP MORGAN CHASE & CO | $122.9M | 417,661 | 1.23% | — |
| ESI | ELEMENT SOLUTIONS INC | $121.3M | 3,551,622 | 1.22% | — |
| SHOP | SHOPIFY INC - CLASS A | $119.3M | 1,005,760 | 1.20% | — |
| HONGBP | HONEYWELL INTERNATIONAL INC | $114.3M | 505,800 | 1.15% | — |
| ROST | ROSS STORES INC | $113.4M | 523,250 | 1.14% | — |
| V | VISA INC-CLASS A SHRS | $112.4M | 371,925 | 1.13% | — |
| BURL | BURLINGTON STORES INC | $111.5M | 342,741 | 1.12% | — |
| CWK | CUSHMAN & WAKEFIELD PLC | $110.9M | 9,048,011 | 1.11% | — |
| CLH | CLEAN HARBORS INC | $110.8M | 386,540 | 1.11% | — |
| WCC | WESCO INTERNATIONAL INC | $110.7M | 404,730 | 1.11% | — |
| ILMN | ILLUMINA INC | $106.5M | 863,721 | 1.07% | — |
| GATX | GATX CORP | $102.0M | 597,545 | 1.02% | — |
| VMI | VALMONT INDUSTRIES | $100.9M | 252,605 | 1.01% | — |
| SANM | SANMINA CORP | $98.8M | 762,365 | 0.99% | — |
| SNPS | SYNOPSYS INC | $97.2M | 245,217 | 0.98% | — |
| VVV | VALVOLINE INC | $97.1M | 2,881,998 | 0.97% | — |
| CSL | CARLISLE COS INC | $96.5M | 289,117 | 0.97% | — |
| URI | UNITED RENTALS INC | $95.4M | 130,947 | 0.96% | — |
| APAM | ARTISAN PARTNERS ASSET MGMT CL A | $94.2M | 2,587,946 | 0.95% | — |
| HUBB | HUBBELL INC CL B | $91.7M | 186,792 | 0.92% | — |
| FCFS | FIRST CASH FINANCIAL SERVICES INC | $89.3M | 474,977 | 0.90% | — |
| AROC | ARCHROCK INC | $87.1M | 2,502,235 | 0.87% | — |
| COKE | COCA-COLA BOTTLING CO CONSOL | $85.1M | 443,615 | 0.85% | — |
| JBTM | JBT MAREL GROUP | $85.0M | 664,550 | 0.85% | — |
| VMC | VULCAN MATERIALS CO | $83.7M | 307,322 | 0.84% | — |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $83.4M | 174,082 | 0.84% | — |
| BA | BOEING CO | $81.2M | 408,024 | 0.82% | — |
| FTI | TECHNIPFMC PLC | $79.8M | 1,153,708 | 0.80% | — |
| CMS | CMS ENERGY CORP | $79.4M | 1,023,324 | 0.80% | — |
| EVRG | EVERGY INC | $79.2M | 967,304 | 0.80% | — |
| WEC | WEC ENERGY GROUP | $78.6M | 678,954 | 0.79% | — |
| ICE | INTERCONTINENTAL EXCHANGE INC | $78.6M | 499,715 | 0.79% | — |
| LNT | ALLIANT ENERGY CORP | $78.4M | 1,093,160 | 0.79% | — |
| SXT | SENSIENT TECHNOLOGIES | $78.0M | 901,840 | 0.78% | — |
| MLI | MUELLER INDUSTTRIES INC | $77.8M | 702,105 | 0.78% | — |
| SR | SPIRE INC | $77.1M | 851,732 | 0.77% | — |
| FCN | FTI CONSULTING INC | $75.9M | 429,545 | 0.76% | — |
| META | META PLATFORMS INC-A | $73.2M | 127,881 | 0.73% | — |
| AMRZ | AMRIZE LTD | $71.3M | 1,272,918 | 0.72% | — |
| HII | HUNTINGTON INGALLS INDUSTRIES | $69.8M | 183,725 | 0.70% | — |
| AMAT | APPLIED MATERIALS | $68.9M | 201,505 | 0.69% | — |
| MUR | MURPHY OIL USA INC | $65.3M | 1,582,227 | 0.66% | — |
| CW | CURTISS-WRIGHT CORP | $64.5M | 94,740 | 0.65% | — |
| MTDR | MATADOR RESOURCES CO | $64.1M | 1,013,825 | 0.64% | — |
| NFG | NATIONAL FUEL GAS CO | $63.9M | 679,680 | 0.64% | — |
| WRBY | WARBY PARKER INC-CLASS A | $63.8M | 3,028,307 | 0.64% | — |
| PR | CENTENNIAL RESOURCE DEVELO-A | $63.6M | 2,985,291 | 0.64% | — |
| NWN | NORTHWEST NATURAL GAS CO | $63.3M | 1,189,201 | 0.64% | — |
| AR | ANTERO RESOURCES CORP | $61.2M | 1,441,273 | 0.61% | — |
| ALG | ALAMO GROUP INC | $59.1M | 358,435 | 0.59% | — |
| FSS | FEDERAL SIGNAL CORP | $57.7M | 534,020 | 0.58% | — |
| IFF | INTL FLAV & FRAG | $56.9M | 784,570 | 0.57% | — |
| NE | NOBLE CORP PLC | $56.8M | 1,157,475 | 0.57% | — |
| ATI | ALLEGHENY TECHNOLOGIES INC | $55.6M | 382,375 | 0.56% | — |
| HWM | HOWMET AEROSPACE INC | $53.6M | 232,510 | 0.54% | — |
| EXP | EAGLE MATERIALS INC | $53.3M | 281,600 | 0.54% | — |
| BBWI | BATH & BODY WORKS INC | $53.2M | 2,852,040 | 0.53% | — |
| MDU | MDU RESOURCES GROUP INC | $52.5M | 2,531,705 | 0.53% | — |
| FLS | FLOWSERVE CORP | $51.4M | 699,295 | 0.52% | — |
| HWKN | HAWKINS INC | $48.4M | 315,349 | 0.49% | — |
| PLAB | PHOTRONICS INC | $47.9M | 1,185,405 | 0.48% | — |
| SLB | SLB LTD | $47.5M | 924,850 | 0.48% | — |
| HXL | HEXCEL CORP | $47.0M | 580,280 | 0.47% | — |
| MRVL | MARVELL TECHNOLOGY GROUP LTD | $46.7M | 471,884 | 0.47% | — |
| ACA | ARCOSA INC | $46.3M | 436,330 | 0.47% | — |
| OC | OWENS CORNING INC | $45.9M | 423,790 | 0.46% | — |
| MCHP | MICROCHIP TECHNOLOGY INC | $45.7M | 707,740 | 0.46% | — |
| HLIO | HELIOS TECHNOLOGIES INC | $44.8M | 693,072 | 0.45% | — |
| ROAD | CONSTRUCTION PARTNERS INC-A | $44.7M | 402,390 | 0.45% | — |
| BKR | BAKER HUGHS CO | $44.3M | 726,095 | 0.45% | — |
| ACHC | ACADIA HEALTHCARE CO INC | $43.0M | 1,839,125 | 0.43% | — |
| NCLH | NORWEGIAN CRUISE LINE HOLDIN | $42.8M | 2,286,695 | 0.43% | — |
| CFR | CULLEN FROST BANKERS INC | $42.5M | 309,967 | 0.43% | — |
| CR | CRANE CO-W/I | $42.4M | 248,087 | 0.43% | — |
| ABCB | AMERIS BANCORP | $42.3M | 541,995 | 0.42% | — |
| MTH | MERITAGE CORP | $41.8M | 675,770 | 0.42% | — |
| SN | SHARKNINJA INC | $41.8M | 394,505 | 0.42% | — |
| TMHC* | TAYLOR MORRISON HOME CORP-A | $41.8M | 716,925 | 0.42% | — |
| PB | PROSPERITY BANCSHARES INC | $41.7M | 621,114 | 0.42% | — |
| SSB | SOUTH STATE CORP | $41.1M | 443,933 | 0.41% | — |
| CMC | COMMERCIAL METALS CO | $40.5M | 658,710 | 0.41% | — |
| RVTY | REVVITY | $40.4M | 461,265 | 0.41% | — |
| PH | PARKER HANNIFIN | $38.7M | 43,187 | 0.39% | — |
| MAS | MASCO CORP | $38.4M | 635,320 | 0.39% | — |
| BWXT | BWX TECHNOLOGIES INC | $37.2M | 182,135 | 0.37% | — |
| CSW | CSW INDUSTRIALS INC | $37.0M | 141,880 | 0.37% | — |
| LUMN | LUMEN TECHNOLOGIES INC | $36.8M | 5,300,565 | 0.37% | — |
| RUSHA | RUSH ENTERPRISES INC CL A | $36.7M | 554,746 | 0.37% | — |
| TOL | TOLL BROTHERS INC | $36.6M | 268,356 | 0.37% | — |
| SNDK | SANDISK CORP | $36.4M | 57,255 | 0.37% | — |
| HLI | HOULIHAN LOKEY INC | $35.7M | 248,770 | 0.36% | — |
| IBP | INSTALLED BUILDING PRODUCTS | $35.5M | 133,953 | 0.36% | — |
| SIGI | SELECTIVE INSURANCE GROUP | $35.0M | 464,237 | 0.35% | — |
| RRR | RED ROCK RESORTS INC-CLASS A | $34.7M | 650,943 | 0.35% | — |
| UBSI | UNITED BANKSHARES INC | $34.5M | 832,340 | 0.35% | — |
| GE | GENERAL ELECTRIC | $34.3M | 120,995 | 0.34% | — |
| WSFS | WSFS FINANCIAL CORP | $34.3M | 524,180 | 0.34% | — |
| WTFC | WINTRUST FINANCIAL CORP | $34.3M | 246,665 | 0.34% | — |
| COHR | COHERANT CORP | $34.3M | 143,846 | 0.34% | — |
| UCB | UNITED COMMUNITY BANKS/GA | $34.2M | 1,085,525 | 0.34% | — |
| FFBC | FIRST FINANCIAL BANCORP | $34.1M | 1,221,590 | 0.34% | — |
| XPO | XPO LOGISTICS INC | $33.8M | 173,964 | 0.34% | — |
| COLB | COLUMBIA BANKING SYSTEM INC | $33.8M | 1,232,470 | 0.34% | — |
| UMBF | UMB FINANCIAL CORP | $33.3M | 294,880 | 0.33% | — |
| GBCI | GLACIER BANCORP INC | $33.2M | 743,170 | 0.33% | — |
| ONB | OLD NATL BANCORP | $33.2M | 1,502,140 | 0.33% | — |
| GAP | GAP INC | $32.9M | 1,361,565 | 0.33% | — |
| RKT | ROCKET COS INC-CLASS A | $32.9M | 2,309,295 | 0.33% | — |
| AME | AMETEK INC | $30.1M | 140,546 | 0.30% | — |
| THG | HANOVER INSURANCE GROUP INC/TH | $28.6M | 164,710 | 0.29% | — |
| AGX | ARGAN INC | $28.4M | 52,070 | 0.28% | — |
| AZO | AUTOZONE INC | $27.3M | 8,073 | 0.27% | — |
| ROK | ROCKWELL AUTOMATION INC | $25.8M | 71,891 | 0.26% | — |
| HBM | HUDBAY MINERALS INC | $24.8M | 1,185,045 | 0.25% | — |
| ROYAL CARIBBEAN CRUISES | ROYAL CARIBBEAN CRUISES LTD | $24.2M | 88,067 | 0.24% | — |
| A | AGILENT TECHNOLOGIES INC | $23.6M | 207,277 | 0.24% | — |
| TTI | TETRA TECHNOLOGIES INC | $23.4M | 2,744,530 | 0.23% | — |
| CCL1EUR | CARNIVAL CORP CL A | $23.0M | 889,393 | 0.23% | — |
| GEV | GE VERNOVA INC | $22.7M | 26,029 | 0.23% | — |
| DHI | D.R. HORTON INC | $22.6M | 164,503 | 0.23% | — |
| ALLE | ALLEGION PLC | $22.3M | 153,511 | 0.22% | — |
| HBAN | HUNTINGTON BANCSHARES | $22.1M | 1,411,002 | 0.22% | — |
| EMBJ | EMBRAER SA-SPON ADR | $21.7M | 365,470 | 0.22% | — |
| CIEN | CIENA CORP | $21.6M | 55,677 | 0.22% | — |
| HRI | HERC HOLDINGS INC | $16.2M | 162,772 | 0.16% | — |
| FN | FABRINET | $15.1M | 28,944 | 0.15% | — |
| TLN | TALEN ENERGY CORP | $14.7M | 46,075 | 0.15% | — |
| VRT | VERTIV HOLDINGS CO | $13.8M | 54,898 | 0.14% | — |
| ZION | ZIONS BANCORP | $11.8M | 205,264 | 0.12% | — |
| WAL | WESTERN ALLIANCE BANCORP | $11.5M | 161,792 | 0.12% | — |
| YPF | YPF S.A.-SPONSORED ADR | $11.4M | 245,687 | 0.11% | — |
| KOS | KOSMOS ENERGY LTD | $11.1M | 4,008,525 | 0.11% | — |
| TDG | TRANSDIGM GROUP INC | $9.1M | 7,818 | 0.09% | — |
| EOG | EOG RESOURCES INC | $8.7M | 60,110 | 0.09% | — |
| WAB | WABTEC CORP | $8.4M | 33,530 | 0.08% | — |
| VNSE | NATIXIS VAUGHAN NELSON SELECT | $7.8M | 214,303 | 0.08% | — |
This table is the 150 largest positions by value, out of 222 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. (CIK 1021642, accession 0001021642-26-000002). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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