Sagewood Asset Management LP

CIK: 0001693636Latest portfolio: $281.6M · Q4 2025

Holdings

264

Total Value

$281.6M

New Positions

263

Closed Positions

0

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
59,502$29.9M10.62%
2
BRK-BBERKSHIRE HATHAWAY INC DEL
19$14.3M5.09%
3
MSFTMICROSOFT CORP
25,764$12.5M4.42%
4
AAPLAPPLE INC
42,931$11.7M4.14%
5
NVDANVIDIA CORPORATION
59,738$11.1M3.96%
6
GSGOLDMAN SACHS GROUP INC
9,950$8.7M3.11%
7
GOOGLALPHABET INC
27,791$8.7M3.09%
8
JPMJPMORGAN CHASE & CO.
25,034$8.1M2.86%
9
COSTCOSTCO WHSL CORP NEW
7,841$6.8M2.40%
10
AXPAMERICAN EXPRESS CO
18,015$6.7M2.37%
11
PEPPEPSICO INC
42,344$6.1M2.16%
12
AMZNAMAZON COM INC
24,811$5.7M2.03%
13
ITWILLINOIS TOOL WKS INC
21,840$5.4M1.91%
14
AVGOBROADCOM INC
10,552$3.7M1.30%
15
HSYHERSHEY CO
17,897$3.3M1.16%
16
METAMETA PLATFORMS INC
4,881$3.2M1.14%
17
FISVFISERV INC
40,251$2.7M0.96%
18
KLACKLA CORP
2,147$2.6M0.93%
19
TSLATESLA INC
5,725$2.6M0.91%
20
ARANTERO RESOURCES CORP
74,559$2.6M0.91%
21
GOOGALPHABET INC
8,116$2.5M0.90%
22
JNJJOHNSON & JOHNSON
12,203$2.5M0.90%
23
LLYELI LILLY & CO
2,342$2.5M0.89%
24
ANETARISTA NETWORKS INC
18,411$2.4M0.86%
25
CPBTHE CAMPBELLS COMPANY
73,967$2.1M0.73%

Sector Breakdown

Technology0.0% ($1.2459116711114138e+142T)
Financial Services0.0% ($8.746806666641591e+117T)
Industrials0.0% ($5.379122511901147e+87T)
Healthcare0.0% ($2.5252516121511305e+72T)
Consumer Cyclical0.0% ($5.72625741534101e+66T)
Unknown0.0% ($2.9908143411911152e+56T)
Real Estate0.0% ($7.266274754453864e+50T)
Consumer Defensive0.0% ($6.761607732562062e+36T)
Utilities0.0% ($7.606776646345636e+29T)
Communication Services0.0% ($8.698322125461383e+26T)
Energy0.0% ($2.5691329117810206e+26T)
Basic Materials0.0% ($1242435.3T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$281.6M264

Fund Information

CIK0001693636
Most Recent FilingFeb 17, 2026
Number of Filings1

Sagewood Asset Management LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $281.6M across 264 holdings. The largest position is BERKSHIRE HATHAWAY INC DEL (BRK/B), representing 10.6% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.