Essential Partners LLC Q1 2026 Filing

Filed May 21, 2026

Portfolio Value

$148.8B

Holdings

2,848

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (2,848 positions)

StockValue
PACSPACS GROUP INC COM SHS
$35.5M
CDPCOPT DEFENSE PROPERTIES SHS BEN INT
$35.3M
MUFGMITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS
$35.3M
BKUBANKUNITED INC COM
$35.3M
CARRCARRIER GLOBAL CORPORATION COM
$35.2M
BTBTBIT DIGITAL INC SHS
$35.0M
HTBKHERITAGE COMM CORP COM
$35.0M
SIGISELECTIVE INS GROUP INC COM
$34.6M
TNETTRINET GROUP INC COM
$34.4M
RAMPLIVERAMP HLDGS INC COM
$34.3M
ULUNILEVER PLC SPON ADR NEW
$34.3M
CMCOCOLUMBUS MCKINNON CORP N Y COM
$34.3M
PEBOPEOPLES BANCORP INC COM
$34.2M
LBRDKLIBERTY BROADBAND CORP COM SER C
$34.1M
EWWiShares Mexico
$34.1M
VTRSVIATRIS INC COM
$33.8M
SNDXSYNDAX PHARMACEUTICALS INC COM
$33.8M
CZRCAESARS ENTERTAINMENT INC NEW COM
$33.8M
DRHDIAMONDROCK HOSPITALITY CO COM
$33.6M
ALITALIGHT INC COM CL A
$33.4M
MTARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH
$33.4M
CUBECUBESMART COM
$33.4M
TEXTEREX CORP NEW COM
$33.3M
STEPSTEPSTONE GROUP INC COM CL A
$33.3M
ACTENACT HLDGS INC COM
$33.3M
SHCSOTERA HEALTH CO COM
$33.1M
SBCSABRA HEALTH CARE REIT INC COM
$32.9M
WFRDWEATHERFORD INTL PLC ORD SHS
$32.9M
OIIOCEANEERING INTL INC COM
$32.8M
HBC2HSBC HLDGS PLC SPON ADR NEW
$32.7M
FAFFIRST AMERN FINL CORP COM
$32.7M
AVNSAVANOS MED INC COM
$32.3M
JBLUJETBLUE AIRWAYS CORP COM
$32.2M
DLXDELUXE CORP MEDIUM TERM NTS COM
$31.9M
INVINNVENTURE INC COM
$31.7M
CNNECANNAE HLDGS INC COM
$31.5M
BKKTBAKKT INC COM CL A NEW
$31.2M
CNXCCONCENTRIX CORP COM
$30.8M
VNOVORNADO RLTY TR SH BEN INT
$30.7M
RFREGIONS FINANCIAL CORP NEW COM
$30.6M
HQYHEALTHEQUITY INC COM
$30.5M
GGGGRACO INC COM
$30.4M
CGCARLYLE GROUP INC COM
$30.3M
LKQ1LKQ CORP COM
$30.3M
OLLIOLLIES BARGAIN OUTLET HLDGS COM
$30.2M
TSAACI WORLDWIDE INC COM
$30.1M
VSCOVICTORIAS SECRET AND CO COMMON STOCK
$30.0M
BHFBRIGHTHOUSE FINL INC COM
$29.9M
GPNGLOBAL PMTS INC COM
$29.9M
STSENSATA TECHNOLOGIES HLDG PLC SHS
$29.8M
BACVERIZON COMMUNICATIONS INC COM
$29.6M
OSONESTREAM INC CL A
$29.6M
THFFFIRST FINANCIAL CORPORATION COM
$29.6M
WYWEYERHAEUSER CO COM NEW
$29.5M
SONOSONOS INC COM
$29.5M
GIIIG III APPAREL GROUP LTD COM
$29.5M
OWLBLUE OWL CAPITAL INC COM CL A
$29.4M
SHOOMADDEN STEVEN LTD COM
$29.3M
AGILON HEALTH INC COM NEW
$29.2M
TAT&T INC COM
$29.1M
FLEXFLEXTRONICS INTL LTD ORD
$29.1M
OREALTY INCOME CORP COM
$28.9M
KRNYKEARNY FINL CORP MD COM
$28.9M
ASBASSOCIATED BANC-CORP COM
$28.9M
PATHUIPATH INC CL A
$28.7M
EMNEASTMAN CHEM CO COM
$28.7M
BJBJS WHSL CLUB HLDGS INC COM
$28.5M
SPEMSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
$28.5M
KWEBKRANESHARES CSI CHINA INTERNET ETF
$28.4M
FELEFRANKLIN ELEC INC COM
$28.4M
BBTBEACON FINANCIAL CORP. COM
$28.3M
FT2FIRST HORIZON CORPORATION COM
$28.3M
SCHLSCHOLASTIC CORP COM
$28.2M
AVAAVISTA CORP COM
$28.1M
GDRXGOODRX HLDGS INC COM CL A
$28.0M
PENNPENN ENTERTAINMENT INC COM
$28.0M
NWLNEWELL BRANDS INC COM
$28.0M
DUOLDUOLINGO INC CL A COM
$28.0M
BDNBRANDYWINE RLTY TR SH BEN INT NEW
$27.9M
RBRKRUBRIK INC. CL A
$27.9M
WDWALKER & DUNLOP INC COM
$27.6M
NMIHNMI HLDGS INC COM
$27.6M
SHBISHORE BANCSHARES INC COM
$27.6M
ABSIABSCI CORPORATION COM
$27.3M
MXLMAXLINEAR INC COM
$27.3M
QNSTQUINSTREET INC COM
$27.3M
BLSHBULLISH ORD SHS
$27.3M
BHPBHP BILLITON LIMITED SPONSORED ADS
$27.2M
WABCWESTAMERICA BANCORPORATION COM
$27.1M
VLTOVERALTO CORP COM SHS
$27.0M
UCTTULTRA CLEAN HLDGS INC COM
$26.8M
CSRCENTERSPACE COM
$26.8M
BLNDBLEND LABS INC CL A
$26.8M
COURCOURSERA INC COM
$26.7M
CXMSPRINKLR INC CL A
$26.6M
FLYWFLYWIRE CORPORATION COM VTG
$26.6M
PTLOPORTILLOS INC COM CL A
$26.5M
AUBATLANTIC UN BANKSHARES CORP COM
$26.1M
APPSDIGITAL TURBINE INC COM NEW
$26.0M
AIPARTERIS INC COM
$25.7M
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