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Asset Manager ← All Institutions

Leonard Green & Partners, L.P.

Q4 2025 · Filed 2026-02-17
Market Value
$2.6B
-2.1%
Holdings
8
New Purchases
0
Added To
0
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
12.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MCW 47.41% 44.48% +2.93% $1.2B
ELY 4.09% 3.26% +0.83% $105M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CLVT 15.16% 17.01% -1.85% $390M
WSM 6.95% 7.44% -0.49% $179M
ASLE 0.12% 0.60% -0.47% $3M
LTH 25.75% 26.17% -0.42% $662M
ADV 0.53% 0.90% -0.37% $14M
SIG 0.00% 0.14% -0.14% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $179M 6.9%
Mid Cap 4 $2.0B 77.2%
Small Cap 2 $403M 15.7%
Micro Cap 1 $3M 0.1%

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 47.41% 219,213,079 $1.2B $5.56 $50M
2 LTH 25.75% 24,906,061 $662M $26.58 -$25M
3 CLVT 15.16% 116,666,507 $390M $3.34 -$57M
4 WSM 6.95% 1,000,000 $179M $178.59 -$17M
5 ELY 4.09% 9,000,000 $105M $11.67 $20M
6 ADV 0.53% 15,450,000 $14M $0.88 -$10M
7 ASLE 0.12% 449,557 $3M $7.11 -$13M -1,467,598 -76.5%
8 SIG —% -$4M -39,050 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
SIG —%
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