The Analysis of 13D Management LLC's Holdings
Currently, 13D Management LLC holds 18 types of securities in its portfolio with a total value $104.3M. In the most recent quarter, they have increased their positions in VSAT (+267.0K shares, valued at $7.8M), TRIP (+300.0K shares, valued at $4.9M), BILL (+90.0K shares, valued at $4.8M); decreased their positions in SWX (-33.0K shares, valued at $2.6M), ABG (-5.8K shares, valued at $1.4M), YETI (-32.0K shares, valued at $1.1M); initiated new positions in VSAT (+267.0K shares, valued at $7.8M), TRIP (+300.0K shares, valued at $4.9M), BILL (+90.0K shares, valued at $4.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MRCY MERCURY SYS INC137.0K shares0.00%2025-09-302025-11-14
QRVO QORVO INC88.7K shares0.00%2025-09-302025-11-14 VSAT VIASAT INC267.0K sharesnew addition2025-09-302025-11-14 ALV AUTOLIV INC55.8K shares0.00%2025-09-302025-11-14 PSO PEARSON PLC458.3K shares0.00%2025-09-302025-11-14 TWLO TWILIO INC60.8K shares0.00%2025-09-302025-11-14 JHG JANUS HENDERSON GROUP PLC134.7K shares0.00%2025-09-302025-11-14 ABG ASBURY AUTOMOTIVE GROUP INC21.3K shares-21.23%2025-09-302025-11-14 ETSY ETSY INC77.8K shares0.00%2025-09-302025-11-14 SWX SOUTHWEST GAS HLDGS INC63.8K shares-34.09%2025-09-302025-11-14 EXEL EXELIXIS INC120.3K shares-16.05%2025-09-302025-11-14 TRIP TRIPADVISOR INC300.0K sharesnew addition2025-09-302025-11-14 BILL BILL HOLDINGS INC90.0K sharesnew addition2025-09-302025-11-14 MTCH MATCH GROUP INC NEW132.8K shares0.00%2025-09-302025-11-14 PFGC PERFORMANCE FOOD GROUP CO43.0K sharesnew addition2025-09-302025-11-14 LW LAMB WESTON HLDGS INC76.0K shares-5.68%2025-09-302025-11-14 CRL CHARLES RIV LABS INTL INC28.0K shares0.00%2025-09-302025-11-14 YETI YETI HLDGS INC132.0K shares-19.51%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available