— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Leonard Green & Partners, L.P.

Q3 2025 · Filed 2025-11-14
Market Value
$2.6B
-22.0%
Holdings
8
New Purchases
0
Added To
0
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MCW 44.48% 39.12% +5.36% $1.2B
CLVT 17.01% 14.90% +2.11% $447M
ELY 3.26% 2.15% +1.10% $86M
ADV 0.90% 0.61% +0.29% $24M
SIG 0.14% 0.09% +0.05% $4M
ASLE 0.60% 0.56% +0.04% $16M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WSM 7.44% 15.64% -8.20% $195M
LTH 26.17% 26.93% -0.76% $687M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $195M 7.4%
Mid Cap 4 $1.9B 74.1%
Small Cap 2 $470M 17.9%
Micro Cap 1 $16M 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 44.48% 219,213,079 $1.2B $5.33 -$149M
2 LTH 26.17% 24,906,061 $687M $27.60 -$219M -4,991,976 -16.7%
3 CLVT 17.01% 116,666,507 $447M $3.83 -$55M
4 WSM 7.44% 1,000,000 $195M $195.45 -$331M -2,224,030 -69.0%
5 ELY 3.26% 9,000,000 $86M $9.50 $13M
6 ADV 0.90% 15,450,000 $24M $1.53 $3M
7 ASLE 0.60% 1,917,155 $16M $8.19 -$3M -1,224,095 -39.0%
8 SIG 0.14% 39,050 $4M $95.92 $639K
View SEC EDGAR Filings for Leonard Green & Partners, L.P. →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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