Argosy-Lionbridge Management, LLC
Filing Date
Global Rank
#4,931
/ 8,603
▼ 79
· as of Mar 2026
Top Industry
REIT - Residential
30.1%
3Y Alpha vs SPY
-18.5%
Period ended 3 months ago
Filed May 15, 2026 · 55d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-2.6%
SPY
+24.4%
Annualised alpha
-18.8%
Max drawdown
−19.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
19.0%
+2.0 pts
Top 5
69.1%
+6.5 pts
Top 10
94.5%
+4.6 pts
HHI
1,157
Diversified+132
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Real Estate | 78.7% | $112,235,228 |
| Financial Services | 12.1% | $17,260,455 |
| Consumer Cyclical | 9.1% | $13,040,762 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
3 positions
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ELME | Elme Communities | −420,931 | 276,777 | $556,321 | |
| INVH | Invitation Homes Inc. | −279,167 | 138,000 | $3,429,300 | |
| FR | First Industrial Realty Trust Inc | −87,343 | 317,468 | $18,365,523 | |
| STWD | Starwood Property Trust, Inc. | −75,000 | 176,250 | $3,035,025 | |
| ELS | Equity Lifestyle Properties Inc | −32,741 | 76,964 | $4,804,092 | |
| LEN | Lennar Corp /New/ | −5,250 | 150,170 | $13,040,762 | |
| AAT | American Assets Trust, Inc. | −5,000 | 209,863 | $3,863,577 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
4 positions
Sold Out
Positions the filer fully exited
4 positions
14 positions ·
$142,536,445 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IRT |
Independence Realty Trust, Inc.
Real Estate
|
Added | 1,819,715 | $27,095,556 | 19.01% | |
| REXR |
Rexford Industrial Realty, Inc.
Real Estate
|
Added | 603,661 | $19,757,824 | 13.86% | |
| FR |
First Industrial Realty Trust Inc
Real Estate
|
Reduced | 317,468 | $18,365,523 | 12.88% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
NEW | 426,500 | $17,260,455 | 12.11% | |
| FCPT |
Four Corners Property Trust, Inc.
Real Estate
|
Added | 678,021 | $16,035,196 | 11.25% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Reduced | 150,170 | $13,040,762 | 9.15% | |
| VICI |
Vici Properties Inc.
Real Estate
|
NEW | 273,200 | $7,463,824 | 5.24% | |
| CPT |
Camden Property Trust
Real Estate
|
NEW | 71,500 | $6,982,690 | 4.90% | |
| ELS |
Equity Lifestyle Properties Inc
Real Estate
|
Reduced | 76,964 | $4,804,092 | 3.37% | |
| AAT |
American Assets Trust, Inc.
Real Estate
|
Reduced | 209,863 | $3,863,577 | 2.71% | |
| INVH |
Invitation Homes Inc.
Real Estate
|
Reduced | 138,000 | $3,429,300 | 2.41% | |
| STWD |
Starwood Property Trust, Inc.
Real Estate
|
Reduced | 176,250 | $3,035,025 | 2.13% | |
| KRC |
Kilroy Realty Corp
Real Estate
|
NEW | 30,000 | $846,300 | 0.59% | |
| ELME |
Elme Communities
Real Estate
|
Reduced | 276,777 | $556,321 | 0.39% |