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Leonard Green & Partners, L.P.

Q1 2026 · Filed 2026-05-15
Market Value
$2.8B
+7.2%
Holdings
7
-1
New Purchases
0
Added To
0
Closed
2
Reduced
1
Top 10 Concentration
100.0%
Turnover
28.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MCW 55.46% 47.41% +8.05% $1.5B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CLVT 10.71% 15.16% -4.44% $295M
LTH 24.35% 25.75% -1.40% $671M
ELY 2.85% 4.09% -1.23% $79M
ADV 0.00% 0.53% -0.53% $0
WSM 6.62% 6.95% -0.33% $182M
ASLE 0.00% 0.12% -0.12% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $182M 6.6%
Mid Cap 3 $2.3B 82.7%
Small Cap 2 $295M 10.7%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$5.5B
Median Market Cap
$2.3B
Avg P/E
34.2
Median P/E
21.2
Avg Dividend Yield
0.01%
Avg Beta
1.41
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MCW 55.46% 219,213,079 $1.5B $6.97 $309M
2 LTH 24.35% 24,906,061 $671M $26.94 $9M
3 CLVT 10.71% 116,666,507 $295M $2.53 -$94M
4 WSM 6.62% 1,000,000 $182M $182.33 $4M
5 ELY 2.85% 5,663,094 $79M $13.88 -$26M -3,336,906 -37.1%
6 ADV —% -$14M -15,450,000 -100.0% SOLD
7 ASLE —% -$3M -449,557 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ADV —%
ASLE —%
View SEC EDGAR Filings for Leonard Green & Partners, L.P. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms