Institutions / Emmett Investment Management, LP

Emmett Investment Management, LP

CIK 2042845 · Institution · as of Dec 31, 2025
Portfolio value
$129.82M
Positions
22
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Whitestone REIT$17.48M1,266,54313.5%
Loews Corp$11.95M114,1749.2%
New York Times Co$9.18M131,5507.1%
CME Group Inc$8.95M33,1756.9%
Spotify Technology S a$8.40M14,6136.5%
Interactive Brokers Group Inc$7.54M112,1405.8%
Cass Information Systems Inc$6.77M166,8755.2%
Sonida Senior Living, Inc.$6.73M210,8345.2%
Somnigroup International Inc$6.72M75,7505.2%
Liberty Live Holdings, Inc.$6.03M71,6274.6%
Hilton Worldwide Holdings Inc.$5.13M17,5194.0%
Box Inc$4.90M169,9503.8%
SPDR Gold Tr$4.80M12,0553.7%
Cbl & Associates Properties Inc$4.65M125,8403.6%
Monarch Casino & Resort Inc$4.63M48,1723.6%
Lam Research Corp$4.36M23,5503.4%
Aramark$3.89M106,3323.0%
Zillow Group, Inc.$2.64M40,1792.0%
Zillow Group, Inc.$1.40M21,2001.1%
Brookdale Senior Living Inc.$1.39M128,0001.1%
Idt Corp$1.29M25,5291.0%
Autonation, Inc.$995.2K4,8200.8%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.