Sagewood Asset Management LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$281.6M
Holdings
264
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (264 positions)
| Stock | Value |
|---|---|
BRK/BBERKSHIRE HATHAWAY INC DEL | $30K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $14K |
MSFTMICROSOFT CORP | $12K |
AAPLAPPLE INC | $12K |
NVDANVIDIA CORPORATION | $11K |
GSGOLDMAN SACHS GROUP INC | $9K |
GOOGLALPHABET INC | $9K |
JPMJPMORGAN CHASE & CO. | $8K |
COSTCOSTCO WHSL CORP NEW | $7K |
AXPAMERICAN EXPRESS CO | $7K |
PEPPEPSICO INC | $6K |
AMZNAMAZON COM INC | $6K |
ITWILLINOIS TOOL WKS INC | $5K |
AVGOBROADCOM INC | $4K |
HSYHERSHEY CO | $3K |
METAMETA PLATFORMS INC | $3K |
FISVFISERV INC | $3K |
KLACKLA CORP | $3K |
TSLATESLA INC | $3K |
ARANTERO RESOURCES CORP | $3K |
GOOGALPHABET INC | $3K |
JNJJOHNSON & JOHNSON | $3K |
LLYELI LILLY & CO | $3K |
ANETARISTA NETWORKS INC | $2K |
CPBTHE CAMPBELLS COMPANY | $2K |
DWDMORGAN STANLEY | $2K |
IBMINTERNATIONAL BUSINESS MACHS | $2K |
LNCLINCOLN NATL CORP IND | $2K |
GNTXGENTEX CORP | $2K |
COFCAPITAL ONE FINL CORP | $2K |
DC4DEXCOM INC | $1K |
NFLXNETFLIX INC | $1K |
XOMEXXON MOBIL CORP | $1K |
DXCDXC TECHNOLOGY CO | $1K |
BCPCBALCHEM CORP | $1K |
NSCNORFOLK SOUTHN CORP | $1K |
GILDGILEAD SCIENCES INC | $1K |
ALAIR LEASE CORP | $1K |
RRCRANGE RES CORP | $1K |
PLTRPALANTIR TECHNOLOGIES INC | $1K |
GEGE AEROSPACE | $1K |
ABBVABBVIE INC | $1K |
CMICUMMINS INC | $1K |
RTXRTX CORPORATION | $1K |
4I1PHILIP MORRIS INTL INC | $1K |
VVISA INC | $1K |
FNBF N B CORP | $1K |
BIIBBIOGEN INC | $1K |
MOALTRIA GROUP INC | $1K |
LNGCHENIERE ENERGY INC | $1K |
AVTAVNET INC | $1K |
HDHOME DEPOT INC | $1K |
CLCOLGATE PALMOLIVE CO | $998 |
ADIANALOG DEVICES INC | $973 |
CAHCARDINAL HEALTH INC | $946 |
AMDADVANCED MICRO DEVICES INC | $935 |
EFXEQUIFAX INC | $904 |
HLTHILTON WORLDWIDE HLDGS INC | $891 |
CMCSACOMCAST CORP NEW | $886 |
MAMASTERCARD INCORPORATED | $874 |
WMTWALMART INC | $869 |
AMKRAMKOR TECHNOLOGY INC | $847 |
STTSTATE STR CORP | $844 |
BHFBRIGHTHOUSE FINL INC | $831 |
WDCWESTERN DIGITAL CORP | $823 |
FISFIDELITY NATL INFORMATION SV | $810 |
ABTABBOTT LABS | $782 |
EIXEDISON INTL | $760 |
RITMRITHM CAPITAL CORP | $726 |
GMGENERAL MTRS CO | $714 |
MCDMCDONALDS CORP | $711 |
REGNREGENERON PHARMACEUTICALS | $698 |
LLOEWS CORP | $692 |
MRKMERCK & CO INC | $678 |
GEVGE VERNOVA INC | $677 |
AESAES CORP | $664 |
AGOASSURED GUARANTY LTD | $659 |
FDO.FMACYS INC | $652 |
ABGCENCORA INC | $647 |
BYDBOYD GAMING CORP | $643 |
PCGPG&E CORP | $634 |
CIVICIVITAS RESOURCES INC | $632 |
VICIVICI PPTYS INC | $627 |
BMYBRISTOL-MYERS SQUIBB CO | $618 |
SNDRSCHNEIDER NATIONAL INC | $610 |
TAT&T INC | $600 |
MCKMCKESSON CORP | $581 |
BPOPPOPULAR INC | $577 |
SUXTD SYNNEX CORPORATION | $569 |
IDAIDACORP INC | $563 |
MTDMETTLER TOLEDO INTERNATIONAL | $561 |
GPKGRAPHIC PACKAGING HLDG CO | $557 |
ARWRARROWHEAD PHARMACEUTICALS IN | $557 |
MARMARRIOTT INTL INC NEW | $554 |
AMGNAMGEN INC | $552 |
CFGCITIZENS FINL GROUP INC | $538 |
VSTVISTRA CORP | $534 |
SAPSAP SE | $528 |
MMM3M CO | $495 |
KKRKKR & CO INC | $491 |
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