13 D Management LLC Portfolio Holdings by Sector

13 D Management LLC

$104 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services TWLO MTCH 2 stocks	$10,769 10.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials MRCY 1 stocks	$10,604 10.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology QRVO 1 stocks	$8,082 7.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology VSAT 1 stocks	$7,823 7.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical ALV 1 stocks	$6,896 6.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Publishing \| Communication Services PSO 1 stocks	$6,490 6.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services JHG 1 stocks	$5,993 5.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ABG 1 stocks	$5,215 5.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical ETSY 1 stocks	$5,167 4.97% of portfolio	-	-	-	-	0 Calls 0 Puts

Utilities—Regulated Gas \| Utilities SWX 1 stocks	$4,997 4.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare EXEL 1 stocks	$4,969 4.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TRIP 1 stocks	$4,878 4.69% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology BILL 1 stocks	$4,767 4.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive LW 1 stocks	$4,414 4.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare CRL 1 stocks	$4,380 4.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical YETI 1 stocks	$4,379 4.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive PFGC 1 stocks	$4,222 4.06% of portfolio	1	-	1	-	0 Calls 0 Puts

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