Freestone Grove Partners LP Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$9.7B

Holdings

568

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (568 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
915,148$470.3B4844.87%
2
GDGENERAL DYNAMICS CORP
682,976$186.2B1917.80%
3
SCHWSCHWAB CHARLES CORP
1,556,409$121.8B1255.10%
4
LRCXLAM RESEARCH CORP
1,599,730$116.3B1198.08%
5
AMZNAMAZON COM INC
598,433$113.9B1172.91%
6
XOMEXXON MOBIL CORP
931,588$110.8B1141.35%
7
AZOAUTOZONE INC
27,343$104.3B1073.97%
8
WWDWOODWARD INC
548,897$100.2B1031.89%
9
IVVISHARES TR
178,000$100.0B1030.34%
10
ZBHZIMMER BIOMET HOLDINGS INC
840,893$95.2B980.42%
11
HIIHUNTINGTON INGALLS INDS INC
458,628$93.6B964.00%
12
TXNTEXAS INSTRS INC
509,332$91.5B942.87%
13
GLGLOBE LIFE INC
690,924$91.0B937.53%
14
DHRDANAHER CORPORATION
435,286$89.2B919.25%
15
UNMUNUM GROUP
1,081,196$88.1B907.30%
16
TRVTRAVELERS COMPANIES INC
325,557$86.1B886.93%
17
MNSTMONSTER BEVERAGE CORP NEW
1,467,036$85.9B884.40%
18
NOKNOKIA CORP
16,249,261$85.6B882.16%
19
ETRENTERGY CORP NEW
1,001,564$85.6B882.06%
20
PRPERMIAN RESOURCES CORP
5,693,062$78.8B812.27%
21
MDLZMONDELEZ INTL INC
1,135,304$77.0B793.53%
22
FT2FIRST HORIZON CORPORATION
3,933,193$76.4B786.86%
23
UMBFUMB FINL CORP
749,507$75.8B780.60%
24
BABOEING CO
442,097$75.4B776.73%
25
IPINTERNATIONAL PAPER CO
1,411,710$75.3B775.86%
26
SHELSHELL PLC
1,026,164$75.2B774.65%
27
ELVELEVANCE HEALTH INC
167,256$72.7B749.44%
28
BURLBURLINGTON STORES INC
299,758$71.4B735.96%
29
HONHONEYWELL INTL INC
327,385$69.3B714.14%
30
CAHCARDINAL HEALTH INC
498,970$68.7B708.16%
31
AJGGALLAGHER ARTHUR J & CO
193,296$66.7B687.46%
32
CVSCVS HEALTH CORP
963,196$65.3B672.24%
33
EQHEQUITABLE HLDGS INC
1,242,772$64.7B666.88%
34
EWEDWARDS LIFESCIENCES CORP
874,714$63.4B653.11%
35
OVVOVINTIV INC
1,454,749$62.3B641.41%
36
TWLOTWILIO INC
627,910$61.5B633.33%
37
MSFTMICROSOFT CORP
163,367$61.3B631.76%
38
ZIONZIONS BANCORPORATION N A
1,213,207$60.5B623.15%
39
GEHCGE HEALTHCARE TECHNOLOGIES I
745,839$60.2B620.12%
40
XPOXPO INC
554,526$59.7B614.55%
41
QRVOQORVO INC
819,263$59.3B611.12%
42
ABGCENCORA INC
206,398$57.4B591.28%
43
HALHALLIBURTON CO
2,255,728$57.2B589.54%
44
WHWYNDHAM HOTELS & RESORTS INC
621,436$56.2B579.42%
45
MATMATTEL INC
2,868,938$55.7B574.25%
46
COPCONOCOPHILLIPS
529,637$55.6B573.00%
47
DDOGDATADOG INC
548,841$54.5B560.93%
48
TDYTELEDYNE TECHNOLOGIES INC
107,591$53.5B551.64%
49
MUMICRON TECHNOLOGY INC
612,447$53.2B548.20%
50
DFSEURDISCOVER FINL SVCS
306,973$52.4B539.81%
51
GFLGFL ENVIRONMENTAL INC
1,078,031$52.1B536.50%
52
COFCAPITAL ONE FINL CORP
289,435$51.9B534.61%
53
ROLROLLINS INC
959,971$51.9B534.31%
54
BACBANK AMERICA CORP
1,208,006$50.4B519.30%
55
SHWSHERWIN WILLIAMS CO
143,818$50.2B517.34%
56
MTZMASTEC INC
427,815$49.9B514.36%
57
SPOTSPOTIFY TECHNOLOGY S A
90,721$49.9B514.04%
58
PNCPNC FINL SVCS GROUP INC
282,537$49.7B511.59%
59
EOGEOG RES INC
380,721$48.8B502.96%
60
CHRDCHORD ENERGY CORPORATION
431,790$48.7B501.39%
61
NTAPNETAPP INC
552,238$48.5B499.71%
62
MAMASTERCARD INCORPORATED
88,277$48.4B498.46%
63
WDAYWORKDAY INC
207,159$48.4B498.37%
64
METMETLIFE INC
600,966$48.3B497.07%
65
HUMHUMANA INC
178,845$47.3B487.49%
66
ESTCELASTIC N V
521,397$46.5B478.57%
67
SPGIS&P GLOBAL INC
89,108$45.3B466.41%
68
SJMSMUCKER J M CO
379,005$44.9B462.31%
69
MOALTRIA GROUP INC
696,566$41.8B430.69%
70
INTUINTUIT
68,032$41.8B430.31%
71
LNGCHENIERE ENERGY INC
179,876$41.6B428.79%
72
WDCWESTERN DIGITAL CORP
1,009,697$40.8B420.53%
73
AVTRAVANTOR INC
2,493,370$40.4B416.36%
74
ALGMALLEGRO MICROSYSTEMS INC
1,603,200$40.3B415.03%
75
HDHOME DEPOT INC
109,605$40.2B413.81%
76
RGAREINSURANCE GRP OF AMERICA I
200,971$39.6B407.65%
77
LITELUMENTUM HLDGS INC
633,825$39.5B407.04%
78
PFGCPERFORMANCE FOOD GROUP CO
495,626$39.0B401.46%
79
PSTGPURE STORAGE INC
876,338$38.8B399.65%
80
TPRTAPESTRY INC
548,455$38.6B397.81%
81
LHLABCORP HOLDINGS INC
164,387$38.3B394.13%
82
KMBKIMBERLY-CLARK CORP
268,945$38.2B394.03%
83
DYDYCOM INDS INC
247,959$37.8B389.13%
84
VNOMUSDVIPER ENERGY INC
836,462$37.8B389.05%
85
PTCPTC INC
243,247$37.7B388.28%
86
THCTENET HEALTHCARE CORP
277,498$37.3B384.49%
87
CAGCONAGRA BRANDS INC
1,392,968$37.2B382.71%
88
DPZDOMINOS PIZZA INC
80,645$37.1B381.70%
89
TCBITEXAS CAP BANCSHARES INC
492,362$36.8B378.89%
90
SSENTINELONE INC
1,984,824$36.1B371.72%
91
BHFBRIGHTHOUSE FINL INC
621,725$36.1B371.41%
92
VLYVALLEY NATL BANCORP
3,998,897$35.6B366.22%
93
STTSTATE STR CORP
389,397$34.9B359.14%
94
UNHUNITEDHEALTH GROUP INC
66,315$34.7B357.80%
95
RHRH
147,935$34.7B357.23%
96
RKTROCKET COS INC
2,871,272$34.7B357.01%
97
MMM3M CO
235,356$34.6B356.07%
98
KEYKEYCORP
2,158,240$34.5B355.51%
99
DLTRDOLLAR TREE INC
458,065$34.4B354.24%
100
FTITECHNIPFMC PLC
1,067,935$33.8B348.63%
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