Emmett Investment Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$127.3B
Holdings
23
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WSRWHITESTONE REIT | 1,262,643 | $15.4B | 12.09% | |
| 2 | CMECME GROUP INC | 39,405 | $10.5B | 8.23% | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 14,263 | $10.0B | 7.85% | |
| 4 | IBKRINTERACTIVE BROKERS GROUP IN | 127,480 | $8.8B | 6.89% | |
| 5 | LOWLOWES COS INC | 81,844 | $8.2B | 6.44% | |
| 6 | FWONALIBERTY MEDIA CORP DEL | 71,827 | $6.8B | 5.33% | |
| 7 | NYTNEW YORK TIMES CO | 120,850 | $6.7B | 5.28% | |
| 8 | TPDSOMNIGROUP INTERNATIONAL INC | 73,550 | $6.1B | 4.81% | |
| 9 | BOXBOX INC | 186,950 | $6.0B | 4.71% | |
| 10 | SNDASONIDA SENIOR LIVING INC | 201,020 | $5.6B | 4.36% | |
| 11 | CASSCASS INFORMATION SYS INC | 134,995 | $5.3B | 4.15% | |
| 12 | MCRIMONARCH CASINO & RESORT INC | 45,168 | $4.8B | 3.75% | |
| 13 | GQ9SPDR GOLD TR | 12,055 | $4.3B | 3.37% | |
| 14 | ZZILLOW GROUP INC | 54,850 | $4.0B | 3.17% | |
| 15 | 0HQKCBL & ASSOC PPTYS INC | 125,840 | $3.9B | 3.03% | |
| 16 | ANAUTONATION INC | 15,640 | $3.5B | 2.75% | |
| 17 | YEXTYEXT INC | 373,663 | $3.1B | 2.47% | |
| 18 | ZGZILLOW GROUP INC | 40,179 | $2.9B | 2.25% | |
| 19 | HLTHILTON WORLDWIDE HLDGS INC | 11,054 | $2.8B | 2.23% | |
| 20 | 4I1PHILIP MORRIS INTL INC | 16,090 | $2.6B | 2.03% | |
| 21 | IDTIDT CORP | 46,409 | $2.4B | 1.85% | |
| 22 | GRNDGRINDR INC | 132,285 | $2.0B | 1.55% | |
| 23 | GBTGGLOBAL BUSINESS TRAVEL GROUP | 229,404 | $1.8B | 1.43% |