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ANGELO GORDON & CO., L.P.

Location
NEW YORK, NY
Portfolio Value
Small $150,810,931
Diversification
Moderately concentrated
Filing Date
Global Rank
#4,740 / 8,420 ▲ 1753
Top Industry
Oil & Gas Midstream 34.4%
3Y Alpha vs SPY
+3.8%
Period ended 6 months ago
Filed Feb 17, 2026 · 4mo
24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+93.6%
SPY
+76.3%
Annualised alpha
+3.8%
Max drawdown
−41.6%

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

15 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025
Top Position
31.1%
−0.6 pts
Top 5
80.4%
−11.6 pts
Top 10
97.3%
−2.7 pts
HHI
1,770
Mar 2023 → Dec 2025 · range 1,770 – 7,789
Moderately concentrated−461

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Industrials 32.1% $48,388,165
Energy 31.1% $46,926,960
Real Estate 13.1% $19,732,030
Communication Services 9.8% $14,801,800
Unclassified 9.4% $14,218,400
Utilities 1.8% $2,649,600
Consumer Defensive 1.1% $1,725,000
Healthcare 0.9% $1,424,000
Technology 0.6% $944,976

Last Quarter's Activity

Export CSV
Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased
4 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
7 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
15 positions · $150,810,931 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio History