1832 Asset Management L.P. Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$131.3B

Holdings

687

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (687 positions)

StockValue
VENVENTAS INC
$66.0M
MCHIISHARES TR
$65.0M
FERFERROVIAL SE
$64.0M
VBKVANGUARD INDEX FDS
$64.0M
VCITVANGUARD SCOTTSDALE FDS
$63.0M
VBRVANGUARD INDEX FDS
$63.0M
FCXFREEPORT-MCMORAN INC
$62.0M
SOSOUTHERN CO
$61.0M
VRTVERTIV HOLDINGS CO
$61.0M
ITWILLINOIS TOOL WKS INC
$59.0M
URIUNITED RENTALS INC
$59.0M
XLFSELECT SECTOR SPDR TR
$57.0M
IVVISHARES TR
$56.0M
UBERUBER TECHNOLOGIES INC
$55.0M
RKTROCKET COS INC
$54.0M
AZNASTRAZENECA PLC
$53.0M
KOCOCA COLA CO
$53.0M
SRESEMPRA
$50.0M
AFGAMERICAN FINL GROUP INC OHIO
$50.0M
RIORIO TINTO PLC
$50.0M
EMLCVANECK ETF TRUST
$50.0M
RELXRELX PLC
$49.0M
MCOMOODYS CORP
$47.0M
WPMWHEATON PRECIOUS METALS CORP
$46.0M
NEENEXTERA ENERGY INC
$46.0M
ULUNILEVER PLC
$45.0M
ICVTISHARES TR
$45.0M
SRLNSSGA ACTIVE ETF TR
$45.0M
XLCSELECT SECTOR SPDR TR
$45.0M
LNGCHENIERE ENERGY INC
$44.0M
SAPSAP SE
$43.0M
XLYSELECT SECTOR SPDR TR
$43.0M
CRMSALESFORCE INC
$43.0M
MOOVANECK ETF TRUST
$43.0M
EFXENERFLEX LTD
$42.0M
VOEVANGUARD INDEX FDS
$42.0M
VOTVANGUARD INDEX FDS
$42.0M
BMTABRITISH AMERN TOB PLC
$41.0M
BAMBROOKFIELD ASSET MANAGMT LTD
$40.0M
ACWIISHARES TR
$40.0M
XLVSELECT SECTOR SPDR TR
$40.0M
FLOTISHARES TR
$40.0M
CMCANADIAN IMPERIAL BANK OF CO
$39.0M
APHAMPHENOL CORP NEW
$39.0M
SPYSPDR S&P 500 ETF TR
$39.0M
IGSBISHARES TR
$36.0M
CEGCONSTELLATION ENERGY CORP
$36.0M
ANGLVANECK ETF TRUST
$36.0M
VMBSVANGUARD SCOTTSDALE FDS
$36.0M
BNDXVANGUARD CHARLOTTE FDS
$36.0M
PHOINVESCO EXCHANGE TRADED FD T
$36.0M
AMATAPPLIED MATLS INC
$36.0M
GEVGE VERNOVA INC
$34.0M
ARESARES MANAGEMENT CORPORATION
$34.0M
XLISELECT SECTOR SPDR TR
$34.0M
BBARRICK MNG CORP
$33.0M
ATDATI INC
$33.0M
BCEBCE INC
$33.0M
PNCPNC FINL SVCS GROUP INC
$33.0M
CBOECBOE GLOBAL MKTS INC
$32.0M
BB4AXOS FINANCIAL INC
$32.0M
CLCOLGATE PALMOLIVE CO
$32.0M
WYWEYERHAEUSER CO MTN BE
$31.0M
SFBSSERVISFIRST BANCSHARES INC
$30.0M
CACCCREDIT ACCEP CORP MICH
$30.0M
DDOMINION ENERGY INC
$28.0M
HYGISHARES TR
$28.0M
LCIILCI INDS
$28.0M
CMSCMS ENERGY CORP
$28.0M
GNRSPDR INDEX SHS FDS
$28.0M
EQIXEQUINIX INC
$28.0M
WECWEC ENERGY GROUP INC
$28.0M
4I1PHILIP MORRIS INTL INC
$27.0M
VCLTVANGUARD SCOTTSDALE FDS
$27.0M
GFLGFL ENVIRONMENTAL INC
$26.0M
FEFIRSTENERGY CORP
$25.0M
ECLECOLAB INC
$25.0M
TRGPTARGA RES CORP
$24.0M
ODFLOLD DOMINION FREIGHT LINE IN
$24.0M
VSTVISTRA CORP
$23.0M
HBC2HSBC HLDGS PLC
$23.0M
ASNDASCENDIS PHARMA A/S
$23.0M
ABBVABBVIE INC
$23.0M
CRSCARPENTER TECHNOLOGY CORP
$23.0M
VICIVICI PPTYS INC
$23.0M
FIVEFIVE BELOW INC
$23.0M
WOODISHARES TR
$22.0M
ATSATS CORPORATION
$22.0M
CARRCARRIER GLOBAL CORPORATION
$21.0M
CGWINVESCO EXCH TRADED FD TR II
$21.0M
CITCINTAS CORP
$20.0M
WELLWELLTOWER INC
$20.0M
DHRDANAHER CORPORATION
$20.0M
MCXMCCORMICK & CO INC
$20.0M
VRSKVERISK ANALYTICS INC
$20.0M
KNXKNIGHT-SWIFT TRANSN HLDGS IN
$19.0M
NXENEXGEN ENERGY LTD
$19.0M
ADPAUTOMATIC DATA PROCESSING IN
$19.0M
GILDGILEAD SCIENCES INC
$19.0M
XLFISELECT SECTOR SPDR TR
$19.0M
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