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
REXRREXFORD INDL RLTY INC COM
$25.7M
LPGDORIAN LPG LTD SHS USD
$25.4M
IMKTAINGLES MKTS INC CL A
$25.3M
HSTMHEALTHSTREAM INC COM
$25.3M
SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
$25.3M
CORZWCORE SCIENTIFIC INC NEW WT EXP 012327
$25.2M
UDMYUDEMY INC COM
$25.1M
RPAYREPAY HLDGS CORP COM CL A
$25.0M
MTHMERITAGE HOMES CORP COM
$24.8M
AMBAAMBARELLA INC SHS
$24.8M
SSBSOUTHSTATE BK CORP COM
$24.7M
PACBPACIFIC BIOSCIENCES CALIF INC COM
$24.6M
CMCCOMMERCIAL METALS CO COM
$24.6M
PTONPELOTON INTERACTIVE INC CL A COM
$24.5M
IBTAIBOTTA INC CLASS A COM SHS
$24.5M
MTXMINERALS TECHNOLOGIES INC COM
$24.4M
OSBCOLD SECOND BANCORP INC DEL COM
$24.3M
DNUTKRISPY KREME INC COM
$24.1M
LWLAMB WESTON HLDGS INC COM
$24.0M
BBNXBETA BIONICS INC COM
$23.9M
KVUEKENVUE INC COM
$23.9M
PAYOPAYONEER GLOBAL INC COM
$23.9M
EXPOEXPONENT INC COM
$23.8M
TDCTERADATA CORP DEL COM
$23.7M
0HQKCBL & ASSOC PPTYS INC COMMON STOCK
$23.7M
VISNVISTANCE NETWORKS INC COM
$23.7M
XRAYDENTSPLY SIRONA INC COM
$23.5M
LRMRLARIMAR THERAPEUTICS INC COM
$23.5M
UNMUNUM GROUP COM
$23.4M
LEVILEVI STRAUSS & CO NEW CL A COM STK
$23.4M
SCLSTEPAN CO COM
$23.3M
FTDRFRONTDOOR INC COM
$23.3M
ASPNASPEN AEROGELS INC COM
$23.0M
JOEST JOE CO COM
$23.0M
COPXGLOBAL X COPPER MINERS ETF
$22.9M
GSKGSK PLC SPONSORED ADR
$22.8M
CCCHEMOURS CO COM
$22.7M
OTISOTIS WORLDWIDE CORP COM
$22.7M
BBIOBRIDGEBIO PHARMA INC COM
$22.6M
ATROASTRONICS CORP COM
$22.6M
MCRIMONARCH CASINO & RESORT INC COM
$22.6M
NJRNEW JERSEY RES CORP COM
$22.5M
VNDAVANDA PHARMACEUTICALS INC COM
$22.4M
EQBKEQUITY BANCSHARES INC COM CL A
$22.3M
ACDCPROFRAC HLDG CORP CLASS A COM
$22.3M
NESRNATIONAL ENERGY SERVICES REUNI SHS
$22.3M
NBHCNATIONAL BK HLDGS CORP CL A
$22.2M
VACMARRIOTT VACATIONS WORLDWIDE C COM
$22.0M
JBSSSANFILIPPO JOHN B & SON INC COM
$22.0M
KVYOKLAVIYO INC COM SER A
$22.0M
EQREQUITY RESIDENTIAL SH BEN INT
$21.8M
SLDBSOLID BIOSCIENCES INC COM NEW
$21.8M
BLBDBLUE BIRD CORP COM
$21.8M
EVRGEVERGY INC COM
$21.8M
SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
$21.6M
ORBSEIGHTCO HOLDINGS INC COM
$21.5M
MCWMISTER CAR WASH INC COM
$21.4M
FASTFASTENAL CO COM
$21.3M
FDO.FMACYS INC COM
$21.2M
MCMOELIS & CO CL A
$21.1M
OGSONE GAS INC COM
$21.0M
CTRNCITI TRENDS INC COM
$21.0M
SAILSAILPOINT INC COM
$21.0M
TMHCTAYLOR MORRISON HOME CORP COM
$20.9M
SEZLSEZZLE INC COM
$20.8M
SMFGSUMITOMO MITSUI FIN GRP INC SPONSORED ADR
$20.7M
VTOLBRISTOW GROUP INC COM
$20.7M
RMBS*RAMBUS INC DEL COM
$20.6M
CNSCOHEN & STEERS INC COM
$20.5M
URBNURBAN OUTFITTERS INC COM
$20.4M
WHDCACTUS INC CL A
$20.4M
ARVNARVINAS INC COM
$20.3M
SA2DSANDRIDGE ENERGY INC COM NEW
$20.3M
RAREULTRAGENYX PHARMACEUTICAL INC COM
$20.3M
AVNTAVIENT CORPORATION COM
$20.1M
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
$20.1M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$20.1M
BKEBUCKLE INC COM
$20.0M
SANBANCO SANTANDER SA ADR
$20.0M
EWCZEUROPEAN WAX CTR INC CLASS A COM
$19.9M
ARLOARLO TECHNOLOGIES INC COM
$19.8M
WKWORKIVA INC COM CL A
$19.8M
RNGRRANGER ENERGY SVCS INC COM CL A
$19.7M
PCTPURECYCLE TECHNOLOGIES INC COM
$19.7M
STRASTRATEGIC ED INC COM
$19.7M
SAICSCIENCE APPLICATIONS INTL CORP COM
$19.6M
MDPEDIATRIX MEDICAL GROUP INC COM
$19.5M
NEENEXTERA ENERGY INC COM
$19.5M
VIRTVIRTU FINL INC CL A
$19.5M
CIVBCIVISTA BANCSHARES INC COM NO PAR
$19.4M
LENZLENZ THERAPEUTICS INC COM
$19.4M
WEAWESTERN ALLIANCE BANCORP COM
$19.3M
DJTTRUMP MEDIA & TECHNOLOGY GROUP COM
$19.3M
LANDGLADSTONE LD CORP COM
$19.3M
ENTAENANTA PHARMACEUTICALS INC COM
$19.1M
BUSEFIRST BUSEY CORP COM NEW
$19.1M
GRNDGRINDR INC COM
$19.0M
UYLDANGEL OAK ULTRASHORT INCOME ETF
$19.0M
DNAGINKGO BIOWORKS HOLDINGS INC CL A NEW
$18.7M
USRTiShares Core US REITs
$18.6M
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