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 98 clients and discretionary assets under management (AUM) of $75,013,953,069 (Form ADV from 2025-03-31). Their last reported 13F filing for Q1 2025 included $4,061,992,739 in managed 13F securities
and a top 10 holdings concentration of 100.0%. Leonard Green & Partners's largest holding is Mister Car Wash Inc with shares held of 219,213,079. Whalewisdom has at least 89 13F filings, 1 13D filings, and 45 Form 4 filings
Investment Strategy
LGP aims for optimal investment returns by examining numerous investment opportunities that meet its target criteria, while maintaining strict discipline in due diligence, decision making, and valuation. However, identifying attractive investment opportunities is difficult and highly competitive, subject to market conditions, and competition from other investors, some of whom may have greater resources or higher risk tolerances.
All investments risk the loss of capital, and there is no guarantee that a Fund will achieve its investment objective or avoid significant losses. A Fund will generally invest in companies with highly leveraged capital structures, which are inherently more sensitive to declines in revenues and increases in expenses or interest rates. The aggregate return of a Fund may be affected by the negative performance of a single Portfolio Investment.
Owners
- SEIFFER FAMILY TRUST - LIMITED PARTNER
- SOKOLOFF, JONATHAN, DAVIS - MANAGING PARTNER
- DANHAKL, JOHN, GLENN - MANAGING PARTNER
- SEIFFER, JONATHAN, ADAM - TRUSTEE OF SEIFFER FAMILY TRUST
- BAUMER, JOHN, MAXWELL - SENIOR PARTNER
- FRANKLIN, CODY, LEE - PARTNER/CHIEF FINANCIAL OFFICER
- GOLDBERG, ANDREW, CHARLES - PARTNER/CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| ASLE AerSale Corp | 0.88% |
| CTEV Claritev Corp. | 0.34% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| MCW Mister Car Wash Inc | 42.58% |
| LTH Life Time Group Hold | 30.89% |
| WSM Williams-Sonoma Inc | 12.55% |
| CLVT CLARIVATE PLC | 11.29% |
| MODG Topgolf Callaway Bra | 1.46% |
2025-03-31
13F Activity
| Market Value | $4.06b, Prior: $4.12b |
| Inflows (Outflows) as % of Total MV | (-8.8697)% |
| New Purchases | 0 stocks |
| Added To | 0 stocks |
| Sold out of | 1 stocks |
| Reduced holdings in | 2 stocks |
| Top 10 Holdings % | 100% |
| Turnover %[1] | 11.11% |
| Turnover Alt %[2] | 0% |
| Time Held Top 20 | 11.75 quarters |
| Time Held Top 10 | 10 quarters |
| Time Held All | 11.75 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.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31