13D Management LLC
Top Portfolio Positions
13 positions ·
$64,496,950 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TWLO |
Twilio Inc
Technology
|
60,755 | $7,644,194 | 11.85% | |
| VSAT |
Viasat Inc
Technology
|
164,750 | $7,545,550 | 11.70% | |
| ACHC |
Acadia Healthcare Company, Inc.
Healthcare
|
294,000 | $6,876,660 | 10.66% | |
| PSO |
Pearson PLC
Communication Services
|
458,338 | $6,017,977 | 9.33% | |
| ALV |
Autoliv Inc
Consumer Cyclical
|
55,839 | $5,872,029 | 9.10% | |
| CRL |
Charles River Laboratories International, Inc.
Healthcare
|
25,800 | $4,450,500 | 6.90% | |
| MRCY |
Mercury Systems Inc
Industrials
|
60,462 | $4,408,284 | 6.83% | |
| EXEL |
Exelixis, Inc.
Healthcare
|
101,335 | $4,346,258 | 6.74% | |
| ITGR |
Integer Holdings Corp
Healthcare
|
47,000 | $4,136,000 | 6.41% | |
| ETSY |
Etsy Inc
Consumer Cyclical
|
71,836 | $3,590,363 | 5.57% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PSO
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,017,977 | 458,338 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,435,065 | 458,338 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,490,066 | 458,338 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,842,986 | 458,338 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,543,383 | 471,167 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,281,794 | 513,759 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,957,773 | 512,732 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,388,823 | 511,925 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,801,993 | 440,881 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,412,319 | 440,384 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,984,924 | 757,583 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,857,365 | 558,909 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,069,077 | 580,773 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,505,164 | 754,673 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,741,792 | 810,659 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,474,275 | 810,659 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,580,180 | 760,299 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,950,781 | 827,474 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,755,158 | 595,156 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,909,761 | 595,156 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,437,047 | 602,156 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,398,676 | 805,956 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,749,921 | 949,356 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,664,298 | 368,506 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||