Freestone Grove Partners LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$13.8B
Holdings
713
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (713 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | MDLNMEDLINE INC | 506,500 | $21.0B | 151.82% | |
| 202 | CELHCELSIUS HLDGS INC | 467,761 | $21.0B | 151.82% | |
| 203 | 4I1PHILIP MORRIS INTL INC | 132,486 | $21.0B | 151.82% | |
| 204 | SMTCSEMTECH CORP | 277,634 | $20.0B | 144.59% | |
| 205 | T7DTRANSDIGM GROUP INC | 15,407 | $20.0B | 144.59% | |
| 206 | BKRBAKER HUGHES COMPANY | 440,821 | $20.0B | 144.59% | |
| 207 | HLTHILTON WORLDWIDE HLDGS INC | 71,976 | $20.0B | 144.59% | |
| 208 | MMSMAXIMUS INC | 235,620 | $20.0B | 144.59% | |
| 209 | NCNONCINO INC | 807,343 | $20.0B | 144.59% | |
| 210 | NBIXNEUROCRINE BIOSCIENCES INC | 140,529 | $19.0B | 137.36% | |
| 211 | FISFIDELITY NATL INFORMATION SV | 293,475 | $19.0B | 137.36% | |
| 212 | APHAMPHENOL CORP NEW | 147,085 | $19.0B | 137.36% | |
| 213 | SLDESLIDE INS HLDGS INC | 986,543 | $19.0B | 137.36% | |
| 214 | GFLGFL ENVIRONMENTAL INC | 446,741 | $19.0B | 137.36% | |
| 215 | PIIPOLARIS INC | 299,214 | $18.0B | 130.13% | |
| 216 | XYZBLOCK INC | 287,093 | $18.0B | 130.13% | |
| 217 | BKHBLACK HILLS CORP | 266,005 | $18.0B | 130.13% | |
| 218 | TLNTALEN ENERGY CORP | 48,954 | $18.0B | 130.13% | |
| 219 | GMEDGLOBUS MED INC | 212,109 | $18.0B | 130.13% | |
| 220 | ODFLOLD DOMINION FREIGHT LINE IN | 117,636 | $18.0B | 130.13% | |
| 221 | KBHKB HOME | 328,554 | $18.0B | 130.13% | |
| 222 | CRCLCIRCLE INTERNET GROUP INC | 232,848 | $18.0B | 130.13% | |
| 223 | CPAYCORPAY INC | 60,448 | $18.0B | 130.13% | |
| 224 | NTNXNUTANIX INC | 362,151 | $18.0B | 130.13% | |
| 225 | RBRKRUBRIK INC. | 243,730 | $18.0B | 130.13% | |
| 226 | ZMZOOM COMMUNICATIONS INC | 199,923 | $17.0B | 122.90% | |
| 227 | DKNGDRAFTKINGS INC NEW | 516,928 | $17.0B | 122.90% | |
| 228 | WMBWILLIAMS COS INC | 286,307 | $17.0B | 122.90% | |
| 229 | RALRALLIANT CORP | 351,360 | $17.0B | 122.90% | |
| 230 | CHWYCHEWY INC | 498,460 | $16.0B | 115.67% | |
| 231 | LNCLINCOLN NATL CORP IND | 363,384 | $16.0B | 115.67% | |
| 232 | BABOEING CO | 78,156 | $16.0B | 115.67% | |
| 233 | FIGRFIGURE TECHNOLOGY SOLUTIO | 400,000 | $16.0B | 115.67% | |
| 234 | HGHAMILTON INSURANCE GROUP LTD | 597,370 | $16.0B | 115.67% | |
| 235 | MUMICRON TECHNOLOGY INC | 54,716 | $15.0B | 108.44% | |
| 236 | EBCEASTERN BANKSHARES INC | 860,922 | $15.0B | 108.44% | |
| 237 | LRCXLAM RESEARCH CORP | 91,722 | $15.0B | 108.44% | |
| 238 | EVREVERCORE INC | 46,776 | $15.0B | 108.44% | |
| 239 | BKUBANKUNITED INC | 351,974 | $15.0B | 108.44% | |
| 240 | MANMANPOWERGROUP INC WIS | 485,036 | $14.0B | 101.21% | |
| 241 | LECOLINCOLN ELEC HLDGS INC | 58,654 | $14.0B | 101.21% | |
| 242 | LDOSLEIDOS HOLDINGS INC | 80,543 | $14.0B | 101.21% | |
| 243 | ADUSADDUS HOMECARE CORP | 137,932 | $14.0B | 101.21% | |
| 244 | GNTXGENTEX CORP | 615,395 | $14.0B | 101.21% | |
| 245 | SKWDSKYWARD SPECIALTY INS GROUP | 292,351 | $14.0B | 101.21% | |
| 246 | UHSUNIVERSAL HLTH SVCS INC | 66,834 | $14.0B | 101.21% | |
| 247 | PTCPTC INC | 81,579 | $14.0B | 101.21% | |
| 248 | EDCONSOLIDATED EDISON INC | 141,273 | $14.0B | 101.21% | |
| 249 | KLARKLARNA GROUP PLC | 500,090 | $14.0B | 101.21% | |
| 250 | BRZEBRAZE INC | 434,110 | $14.0B | 101.21% | |
| 251 | CCOCAMECO CORP | 148,916 | $13.0B | 93.98% | |
| 252 | CSGPCOSTAR GROUP INC | 201,205 | $13.0B | 93.98% | |
| 253 | GSHDGOOSEHEAD INS INC | 188,271 | $13.0B | 93.98% | |
| 254 | RNRRENAISSANCERE HLDGS LTD | 47,241 | $13.0B | 93.98% | |
| 255 | GLPIGAMING & LEISURE PPTYS INC | 293,311 | $13.0B | 93.98% | |
| 256 | CNHICNH INDL N V | 1,446,937 | $13.0B | 93.98% | |
| 257 | BRBRBELLRING BRANDS INC | 521,324 | $13.0B | 93.98% | |
| 258 | CADECADENCE BANK | 311,017 | $13.0B | 93.98% | |
| 259 | AMATAPPLIED MATLS INC | 54,456 | $13.0B | 93.98% | |
| 260 | VTRSVIATRIS INC | 1,088,056 | $13.0B | 93.98% | |
| 261 | ABGCENCORA INC | 39,080 | $13.0B | 93.98% | |
| 262 | ATECALPHATEC HLDGS INC | 615,420 | $12.0B | 86.76% | |
| 263 | NAVNNAVAN INC | 753,352 | $12.0B | 86.76% | |
| 264 | RDNTRADNET INC | 181,011 | $12.0B | 86.76% | |
| 265 | ALHCALIGNMENT HEALTHCARE INC | 620,210 | $12.0B | 86.76% | |
| 266 | VLOVALERO ENERGY CORP | 74,366 | $12.0B | 86.76% | |
| 267 | AEISADVANCED ENERGY INDS | 57,531 | $12.0B | 86.76% | |
| 268 | LGNLEGENCE CORP | 289,894 | $12.0B | 86.76% | |
| 269 | GPCGENUINE PARTS CO | 92,235 | $11.0B | 79.53% | |
| 270 | MCHPMICROCHIP TECHNOLOGY INC. | 179,337 | $11.0B | 79.53% | |
| 271 | DOVDOVER CORP | 59,146 | $11.0B | 79.53% | |
| 272 | NVDANVIDIA CORPORATION | 63,561 | $11.0B | 79.53% | |
| 273 | AIIAMERICAN INTEGRITY INS GROUP | 550,595 | $11.0B | 79.53% | |
| 274 | NOCNORTHROP GRUMMAN CORP | 20,940 | $11.0B | 79.53% | |
| 275 | BSFAANI PHARMACEUTICALS INC | 141,109 | $11.0B | 79.53% | |
| 276 | GPORGULFPORT ENERGY CORP | 53,769 | $11.0B | 79.53% | |
| 277 | VIAVIA TRANSN INC | 400,000 | $11.0B | 79.53% | |
| 278 | GLXYGALAXY DIGITAL INC. | 500,000 | $11.0B | 79.53% | |
| 279 | IRTCIRHYTHM TECHNOLOGIES INC | 63,140 | $11.0B | 79.53% | |
| 280 | FISVFISERV INC | 157,654 | $10.0B | 72.30% | |
| 281 | WMTWALMART INC | 92,711 | $10.0B | 72.30% | |
| 282 | EXEEXPAND ENERGY CORPORATION | 96,694 | $10.0B | 72.30% | |
| 283 | BLSHBULLISH | 269,015 | $10.0B | 72.30% | |
| 284 | KALVKALVISTA PHARMACEUTICALS INC | 633,019 | $10.0B | 72.30% | |
| 285 | LNTALLIANT ENERGY CORP | 160,286 | $10.0B | 72.30% | |
| 286 | AVGOBROADCOM INC | 30,085 | $10.0B | 72.30% | |
| 287 | SAILSAILPOINT INC | 500,000 | $10.0B | 72.30% | |
| 288 | FICOFAIR ISAAC CORP | 6,424 | $10.0B | 72.30% | |
| 289 | UUNITY SOFTWARE INC | 231,206 | $10.0B | 72.30% | |
| 290 | NRANRG ENERGY INC | 57,179 | $9.0B | 65.07% | |
| 291 | XHBSPDR SERIES TRUST | 94,602 | $9.0B | 65.07% | |
| 292 | VSTVISTRA CORP | 56,984 | $9.0B | 65.07% | |
| 293 | SUPNSUPERNUS PHARMACEUTICALS INC | 196,318 | $9.0B | 65.07% | |
| 294 | FRPTFRESHPET INC | 153,639 | $9.0B | 65.07% | |
| 295 | SOLVSOLVENTUM CORP | 125,000 | $9.0B | 65.07% | |
| 296 | BBIOBRIDGEBIO PHARMA INC | 125,201 | $9.0B | 65.07% | |
| 297 | NPNEPTUNE INS HLDGS INC | 338,043 | $9.0B | 65.07% | |
| 298 | FSLRFIRST SOLAR INC | 38,050 | $9.0B | 65.07% | |
| 299 | SEISOLARIS ENERGY INFRAS INC | 213,140 | $9.0B | 65.07% | |
| 300 | UALUNITED AIRLS HLDGS INC | 78,314 | $8.0B | 57.84% |