1832 Asset Management L.P. Q2 2025 Filing

Filed August 13, 2025

Portfolio Value

$128.2B

Holdings

652

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (652 positions)

StockValue
FQIDIGITAL RLTY TR INC
$14.3M
MTBM & T BK CORP
$14.2M
CASYCASEYS GEN STORES INC
$14.2M
FTVFORTIVE CORP
$14.0M
DDDUPONT DE NEMOURS INC
$13.7M
STWDSTARWOOD PPTY TR INC
$13.4M
WYWEYERHAEUSER CO MTN BE
$13.4M
G7AGRUPO AEROPORTUARIO DEL CENT
$13.3M
DISDISNEY WALT CO
$13.0M
STXSEAGATE TECHNOLOGY HLDNGS PL
$12.4M
XLESELECT SECTOR SPDR TR
$12.2M
AONAON PLC
$12.1M
ASRGRUPO AEROPORTUARIO DEL SURE
$12.1M
ICVTISHARES TR
$11.6M
BKLNINVESCO EXCH TRADED FD TR II
$11.6M
TXRHTEXAS ROADHOUSE INC
$11.4M
REGREGENCY CTRS CORP
$11.0M
ROLROLLINS INC
$10.9M
AMHAMERICAN HOMES 4 RENT
$10.8M
BBARRICK MNG CORP
$10.6M
UEOWESTLAKE CORPORATION
$10.5M
SHYISHARES TR
$10.4M
RMERESMED INC
$10.2M
APDAIR PRODS & CHEMS INC
$9.9M
OROR ROYALTIES INC.
$9.8M
TEMTEMPUS AI INC
$9.7M
MUFGMITSUBISHI UFJ FINL GROUP IN
$9.6M
NVMINOVA LTD
$9.6M
STNSTANTEC INC
$9.6M
HCAHCA HEALTHCARE INC
$9.5M
TSLXSIXTH STREET SPECIALTY LENDI
$9.4M
XLUSELECT SECTOR SPDR TR
$9.4M
EXREXTRA SPACE STORAGE INC
$9.3M
DVNDEVON ENERGY CORP NEW
$9.3M
AEEAMEREN CORP
$9.2M
PRPERMIAN RESOURCES CORP
$8.7M
FISVFISERV INC
$8.6M
ADPAUTOMATIC DATA PROCESSING IN
$8.5M
WHWYNDHAM HOTELS & RESORTS INC
$8.2M
BLKBLACKROCK INC
$8.1M
XLRESELECT SECTOR SPDR TR
$8.0M
CPTCAMDEN PPTY TR
$7.9M
TECHBIO-TECHNE CORP
$7.7M
BNDVANGUARD BD INDEX FDS
$7.7M
SUISUN CMNTYS INC
$7.7M
XLBSELECT SECTOR SPDR TR
$7.5M
MRVLMARVELL TECHNOLOGY INC
$7.2M
BSXBOSTON SCIENTIFIC CORP
$7.1M
TTENTOTALENERGIES SE
$7.1M
ROSTROSS STORES INC
$7.1M
MCHPMICROCHIP TECHNOLOGY INC.
$7.0M
INVHINVITATION HOMES INC
$6.7M
BRXBRIXMOR PPTY GROUP INC
$6.7M
GDXVANECK ETF TRUST
$6.5M
SMRNUSCALE PWR CORP
$6.5M
DCIDONALDSON INC
$6.4M
FROGJFROG LTD
$6.2M
RSIRUSH STREET INTERACTIVE INC
$6.1M
HBMHUDBAY MINERALS INC
$6.0M
CXTCRANE NXT CO
$5.9M
RPMRPM INTL INC
$5.8M
GILGILDAN ACTIVEWEAR INC
$5.8M
BXMTBLACKSTONE MTG TR INC
$5.8M
SRADSPORTRADAR GROUP AG
$5.7M
AJGGALLAGHER ARTHUR J & CO
$5.7M
PNCPNC FINL SVCS GROUP INC
$5.6M
MDBMONGODB INC
$5.5M
CUBECUBESMART
$5.4M
DAVEDAVE INC
$5.3M
GPKGRAPHIC PACKAGING HLDG CO
$5.3M
VRRMVERRA MOBILITY CORP
$5.3M
TGTXTG THERAPEUTICS INC
$5.2M
IEFISHARES TR
$5.1M
ZTSZOETIS INC
$5.0M
PFEPFIZER INC
$4.9M
GILDGILEAD SCIENCES INC
$4.7M
VNOMUSDVIPER ENERGY INC
$4.6M
ASMLASML HOLDING N V
$4.6M
DKSDICKS SPORTING GOODS INC
$4.5M
PEPPEPSICO INC
$4.5M
EAELECTRONIC ARTS INC
$4.4M
NEMNEWMONT CORP
$4.4M
QCOMQUALCOMM INC
$4.3M
ADBEADOBE INC
$4.3M
BMYBRISTOL-MYERS SQUIBB CO
$4.2M
LITELUMENTUM HLDGS INC
$4.2M
KMIKINDER MORGAN INC DEL
$4.2M
VNOVORNADO RLTY TR
$4.2M
DOOBRP INC
$4.1M
VMCVULCAN MATLS CO
$4.0M
CELHCELSIUS HLDGS INC
$3.9M
BACVERIZON COMMUNICATIONS INC
$3.8M
ABBVABBVIE INC
$3.8M
CHKPCHECK POINT SOFTWARE TECH LT
$3.8M
KVYOKLAVIYO INC
$3.8M
ADSKAUTODESK INC
$3.8M
PFSIPENNYMAC FINL SVCS INC NEW
$3.7M
SDYSPDR SERIES TRUST
$3.6M
SNPSSYNOPSYS INC
$3.6M
SPGSIMON PPTY GROUP INC NEW
$3.5M
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