ANGELO GORDON & CO., L.P.
Top Portfolio Positions
15 positions ·
$213,865,819 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVRI |
ENVIRI Corp
Industrials
|
3,518,688 | $63,054,888 | 29.48% | |
| NGL |
NGL Energy Partners LP
Energy
|
4,692,696 | $46,926,960 | 21.94% | |
| NX |
Quanex Building Products CORP
Industrials
|
2,054,770 | $31,602,362 | 14.78% | |
| MITT |
TPG Mortgage Investment Trust, Inc.
Real Estate
|
2,315,966 | $19,732,030 | 9.23% | |
| EXAS |
EXACT SCIENCES CORP
|
140,000 | $14,218,400 | 6.65% | |
| NSC |
Norfolk Southern Corp
Industrials
|
30,505 | $8,807,403 | 4.12% | |
| EA |
Electronic Arts Inc.
Communication Services
|
40,000 | $8,173,200 | 3.82% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
230,000 | $6,628,600 | 3.10% | |
| GTLS |
Chart Industries Inc
Industrials
|
20,000 | $4,124,600 | 1.93% | |
| AL |
SUMISHO AIR LEASE CORP
Industrials
|
60,000 | $3,853,800 | 1.80% |
Portfolio Trend
Holdings in MITT
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $19,732,030 | 2,315,966 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $16,767,593 | 2,315,966 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,176,589 | 288,290 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,104,517 | 288,290 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,917,128 | 288,290 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,165,057 | 288,290 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,914,245 | 288,290 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $1,764,334 | 288,290 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,830,641 | 288,290 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $1,600,009 | 288,290 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,759,236 | 287,457 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,652,877 | 287,457 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,030,846 | 382,457 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,571,898 | 382,457 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,581,584 | 382,457 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,401,856 | 365,791 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $9,976,232 | 973,291 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,504,700 | 306,623 | Shares | Sole | 2021-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||