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Asset Manager ← All Institutions

Leonard Green & Partners, L.P.

Q2 2025 · Filed 2025-08-14
Market Value
$3.4B
-17.1%
Holdings
8
-1
New Purchases
0
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CLVT 14.90% 11.29% +3.61% $502M
WSM 15.64% 12.55% +3.09% $527M
ELY 2.15% 1.46% +0.69% $72M
ADV 0.61% 0.57% +0.03% $20M
SIG 0.09% 0.08% +0.02% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LTH 26.93% 30.89% -3.97% $907M
MCW 39.12% 42.58% -3.46% $1.3B
ASLE 0.56% 0.58% -0.02% $19M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $527M 15.6%
Mid Cap 4 $2.3B 68.3%
Small Cap 2 $522M 15.5%
Micro Cap 1 $19M 0.6%

Portfolio Analytics

Avg Market Cap
$5.2B
Median Market Cap
$2.8B
Avg P/E
30.5
Median P/E
21.0
Avg Dividend Yield
0.01%
Avg Beta
1.38
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MCW 39.12% 219,213,079 $1.3B $6.01 -$412M
2 LTH 26.93% 29,898,037 $907M $30.33 -$348M -11,655,582 -28.1%
3 WSM 15.64% 3,224,030 $527M $163.37 $17M
4 CLVT 14.90% 116,666,507 $502M $4.30 $43M
5 ELY 2.15% 9,000,000 $72M $8.05 $13M
6 ADV 0.61% 15,450,000 $20M $1.32 -$3M
7 ASLE 0.56% 3,141,250 $19M $6.01 -$5M
8 SIG 0.09% 39,050 $3M $79.55 $10K
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