13D Management LLC

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    18

  • Value ($000)

    $104,306

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001600133
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MRCY
MRCY

MERCURY SYS INC

COM
589378108
$10.60 M
10 %

137,012

QRVO
QRVO

QORVO INC

COM
74736K101
$8.08 M
8 %

88,740

VSAT
VSAT

VIASAT INC

COM
92552V100
$7.82 M
8 %

267,000

ALV
ALV

AUTOLIV INC

COM
052800109
$6.90 M
7 %

55,839

PSO
PSO

PEARSON PLC

SPONSORED ADR
705015105
$6.49 M
6 %

458,338

TWLO
TWLO

TWILIO INC

CL A
90138F102
$6.08 M
6 %

60,755

---

JANUS HENDERSON GROUP PLC

ORD SHS
G4474Y214
$5.99 M
6 %

134,654

AWG
AWG

ASBURY AUTOMOTIVE GROUP INC

COM
043436104
$5.22 M
5 %

21,337

ETSY
ETSY

ETSY INC

COM
29786A106
$5.17 M
5 %

77,836

SWX
SWX

SOUTHWEST GAS HLDGS INC

COM
844895102
$5.00 M
5 %

63,798

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