Equal-WT
WhaleScore 2.0
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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