Institutions / Angelo Gordon & Co., L.P.

Angelo Gordon & Co., L.P.

CIK 860662 · Institution · as of Dec 31, 2025

Portfolio value

$1.06B

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 46 →

Company	Class	Value	Shares	% of portfolio
Anywhere Real Estate Inc	—	$137.25M	9,692,993	13.0%
ENVIRI Corp	—	$63.05M	3,518,688	6.0%
Ugi Corp New	—	$56.68M	40,000,000	5.4%
Bofa Fin LLC	—	$56.05M	51,633,000	5.3%
Evergy Inc	—	$54.77M	45,000,000	5.2%
Bruker Corp	—	$48.30M	133,000	4.6%
Ngl Energy Partners LP	—	$46.93M	4,692,696	4.4%
Starwood Ppty Tr Inc	—	$45.71M	44,250,000	4.3%
Wec Energy Group Inc	—	$39.66M	34,000,000	3.7%
Hewlett Packard Enterprise C	—	$38.04M	575,000	3.6%
Duke Energy Corp New	—	$37.08M	36,000,000	3.5%
Novanta Inc	—	$35.99M	661,667	3.4%
Ares Management Corporation	—	$33.71M	670,000	3.2%
Quanex Building Products CORP	—	$31.60M	2,054,770	3.0%
Marriott Vacations Worldwide	—	$29.45M	31,000,000	2.8%
PG&E Corp	—	$28.69M	700,000	2.7%
Ppl Cap Fdg Inc	—	$27.99M	25,500,000	2.6%
PG&E Corp	—	$25.69M	25,000,000	2.4%
Pinnacle West Cap Corp	—	$25.09M	23,500,000	2.4%
TPG Mortgage Investment Trust, Inc.	—	$19.73M	2,315,966	1.9%
Apollo Global Mgmt Inc	—	$18.83M	250,000	1.8%
Box Inc	—	$17.50M	18,000,000	1.7%
Dayforce, Inc.	—	$14.52M	210,000	1.4%
Exact Sciences Corp.	—	$14.22M	140,000	1.3%
Frontier Communications Pare	—	$13.32M	350,000	1.3%

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.