1832 Asset Management L.P. Q2 2025 Filing
Filed August 13, 2025
Portfolio Value
$128.2B
Holdings
652
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (652 positions)
| Stock | Value |
|---|---|
FQIDIGITAL RLTY TR INC | $14.3B |
MTBM & T BK CORP | $14.2B |
CASYCASEYS GEN STORES INC | $14.2B |
FTVFORTIVE CORP | $14.0B |
DDDUPONT DE NEMOURS INC | $13.7B |
STWDSTARWOOD PPTY TR INC | $13.4B |
WYWEYERHAEUSER CO MTN BE | $13.4B |
G7AGRUPO AEROPORTUARIO DEL CENT | $13.3B |
DISDISNEY WALT CO | $13.0B |
STXSEAGATE TECHNOLOGY HLDNGS PL | $12.4B |
XLESELECT SECTOR SPDR TR | $12.2B |
AONAON PLC | $12.1B |
ASRGRUPO AEROPORTUARIO DEL SURE | $12.1B |
ICVTISHARES TR | $11.6B |
BKLNINVESCO EXCH TRADED FD TR II | $11.6B |
TXRHTEXAS ROADHOUSE INC | $11.4B |
REGREGENCY CTRS CORP | $11.0B |
ROLROLLINS INC | $10.9B |
AMHAMERICAN HOMES 4 RENT | $10.8B |
BBARRICK MNG CORP | $10.6B |
UEOWESTLAKE CORPORATION | $10.5B |
SHYISHARES TR | $10.4B |
RMERESMED INC | $10.2B |
APDAIR PRODS & CHEMS INC | $9.9B |
OROR ROYALTIES INC. | $9.8B |
TEMTEMPUS AI INC | $9.7B |
MUFGMITSUBISHI UFJ FINL GROUP IN | $9.6B |
NVMINOVA LTD | $9.6B |
STNSTANTEC INC | $9.6B |
HCAHCA HEALTHCARE INC | $9.5B |
TSLXSIXTH STREET SPECIALTY LENDI | $9.4B |
XLUSELECT SECTOR SPDR TR | $9.4B |
EXREXTRA SPACE STORAGE INC | $9.3B |
DVNDEVON ENERGY CORP NEW | $9.3B |
AEEAMEREN CORP | $9.2B |
PRPERMIAN RESOURCES CORP | $8.7B |
FISVFISERV INC | $8.6B |
ADPAUTOMATIC DATA PROCESSING IN | $8.5B |
WHWYNDHAM HOTELS & RESORTS INC | $8.2B |
BLKBLACKROCK INC | $8.1B |
XLRESELECT SECTOR SPDR TR | $8.0B |
CPTCAMDEN PPTY TR | $7.9B |
TECHBIO-TECHNE CORP | $7.7B |
BNDVANGUARD BD INDEX FDS | $7.7B |
SUISUN CMNTYS INC | $7.7B |
XLBSELECT SECTOR SPDR TR | $7.5B |
MRVLMARVELL TECHNOLOGY INC | $7.2B |
BSXBOSTON SCIENTIFIC CORP | $7.1B |
TTENTOTALENERGIES SE | $7.1B |
ROSTROSS STORES INC | $7.1B |
MCHPMICROCHIP TECHNOLOGY INC. | $7.0B |
INVHINVITATION HOMES INC | $6.7B |
BRXBRIXMOR PPTY GROUP INC | $6.7B |
GDXVANECK ETF TRUST | $6.5B |
SMRNUSCALE PWR CORP | $6.5B |
DCIDONALDSON INC | $6.4B |
FROGJFROG LTD | $6.2B |
RSIRUSH STREET INTERACTIVE INC | $6.1B |
HBMHUDBAY MINERALS INC | $6.0B |
CXTCRANE NXT CO | $5.9B |
RPMRPM INTL INC | $5.8B |
GILGILDAN ACTIVEWEAR INC | $5.8B |
BXMTBLACKSTONE MTG TR INC | $5.8B |
SRADSPORTRADAR GROUP AG | $5.7B |
AJGGALLAGHER ARTHUR J & CO | $5.7B |
PNCPNC FINL SVCS GROUP INC | $5.6B |
MDBMONGODB INC | $5.5B |
CUBECUBESMART | $5.4B |
DAVEDAVE INC | $5.3B |
GPKGRAPHIC PACKAGING HLDG CO | $5.3B |
VRRMVERRA MOBILITY CORP | $5.3B |
TGTXTG THERAPEUTICS INC | $5.2B |
IEFISHARES TR | $5.1B |
ZTSZOETIS INC | $5.0B |
PFEPFIZER INC | $4.9B |
GILDGILEAD SCIENCES INC | $4.7B |
VNOMUSDVIPER ENERGY INC | $4.6B |
ASMLASML HOLDING N V | $4.6B |
DKSDICKS SPORTING GOODS INC | $4.5B |
PEPPEPSICO INC | $4.5B |
EAELECTRONIC ARTS INC | $4.4B |
NEMNEWMONT CORP | $4.4B |
QCOMQUALCOMM INC | $4.3B |
ADBEADOBE INC | $4.3B |
BMYBRISTOL-MYERS SQUIBB CO | $4.2B |
LITELUMENTUM HLDGS INC | $4.2B |
KMIKINDER MORGAN INC DEL | $4.2B |
VNOVORNADO RLTY TR | $4.2B |
DOOBRP INC | $4.1B |
VMCVULCAN MATLS CO | $4.0B |
CELHCELSIUS HLDGS INC | $3.9B |
BACVERIZON COMMUNICATIONS INC | $3.8B |
ABBVABBVIE INC | $3.8B |
CHKPCHECK POINT SOFTWARE TECH LT | $3.8B |
KVYOKLAVIYO INC | $3.8B |
ADSKAUTODESK INC | $3.8B |
PFSIPENNYMAC FINL SVCS INC NEW | $3.7B |
SDYSPDR SERIES TRUST | $3.6B |
SNPSSYNOPSYS INC | $3.6B |
SPGSIMON PPTY GROUP INC NEW | $3.5B |