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 WK
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,100,760 | 52,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,485,000 | 52,000 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||