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LEONARD GREEN & PARTNERS, L.P.

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LOS ANGELES CA Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

84

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Leonard Green & Partners is based out of Los Angeles. Leonard Green & Partners is a hedge fund with 74 clients and discretionary assets under management (AUM) of $69,749,207,798 (Form ADV from 2023-04-03). Their last reported 13F filing for Q3 2023 included $4,871,802,471 in managed 13F securities and a top 10 holdings concentration of 99.53%. Leonard Green & Partners's largest holding is Mister Car Wash Inc with shares held of 219,213,079. Whalewisdom has at least 83 13F filings, 1 13D filings, and 37 Form 4 filings

2023-09-30

Top Buys (13F)

Name % Change
WSM Williams-Sonoma Inc. 10.25%
SIG Signet Jewelers Ltd 0.06%
TCS Container Store (The -0.08%

2023-09-30

Top Sells (13F)

Name % Change

2023-09-30

13F Holdings Summary

Name $ Change
MCW Mister Car Wash Inc 24.79%
WCC WESCO International, 18.91%
LTH Life Time Group Hold 18.34%
CLVT CLARIVATE PLC 16.07%
WSM Williams-Sonoma Inc. 10.25%

2023-09-30

13F Activity

Market Value $4.87b, Prior: $6.11b
New Purchases 2 stocks
Additional Purchases 1 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 99.53%
Turnover %[1] 16.67%
Turnover Alt %[2] 0%
Time Held Top 20 10.75 quarters
Time Held Top 10 7 quarters
Time Held All 10.75 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-09-30

13F Sector Allocation Over Time

2023-09-30

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-09-30

Portfolio Performance