Repertoire Partners LP

CIK: 0001909393SEC EDGAR →

Portfolio Value

$142.8M

Holdings

9

As of

Q2 2025

New Positions

6

Closed Positions

9

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
SPYPut

SPDR S&P 500 ETF TR

100,000$61.8M
43.27%
2
OSGCall

AMBAC FINL GROUP INC

6,734,388$47.8M
33.48%
3
IWMPut

ISHARES TR

150,000$32.4M
22.67%
4

GENWORTH FINL INC

75,500$587K
0.41%
5

SLEEP NUMBER CORP

21,108$143K
0.10%
6

PERIMETER SOLUTIONS INC

6,452$90K
0.06%
7

SOMNIGROUP INTERNATIONAL INC

100$7K
0.00%
8

HECLA MNG CO

100$599
0.00%
9

GANNETT CO INC

100$358
0.00%

Quarterly Changes

Top Buys

IWMNEW
$32.4M
GNWNEW
$587K
SL2NEW
$143K
TPDNEW
$7K
HLNEW
$599

Top Sells

MTCHCLOSED
$95.7M
OSG↓ Decreased
$15.2M
BJCLOSED
$5.7M
CPTAUSDCLOSED
$3.3M
JELDCLOSED
$973K

New Positions (6)

$32.4M · 150K shares
$587K · 76K shares
$143K · 21K shares
$7K · 100 shares
$599 · 100 shares
$358 · 100 shares

Closed Positions (9)

$95.7M · 3.1M shares
$5.7M · 50K shares
$3.3M · 148K shares
$973K · 163K shares
$771K · 267K shares
$397K · 49K shares
$385K · 50K shares
$303K · 10K shares
$101K · 15K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services4$142.6M99.8%
Unknown2$149K0.1%
Basic Materials2$90K0.1%
Communication Services1$3580.0%