Sagewood Asset Management Lp

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$319.2M
Q ending 2026-03-31
Prior quarter
$281.6M
Q ending 2025-12-31
Change
+13.4% QoQ
Positions
337
reported holdings

Largest positions

Top 100 of 337 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Berkshire Hathaway Inc DelBRK/BShares$29.0M60K
Berkshire Hathaway Inc DelBRK/AShares$13.6M19
Apple IncAAPLShares$12.1M48K
Nvidia CorporationNVDAShares$11.8M68K
Microsoft CorpMSFTShares$9.9M27K
Goldman Sachs Group IncGSShares$8.3M10K
Alphabet IncGOOGLShares$8.0M28K
Jpmorgan Chase & CoJPMShares$6.9M24K
Pepsico IncPEPShares$6.7M43K
Costco Wholesale CorporationCOSTShares$6.4M6K
Illinois Tool Wks IncITWShares$6.2M24K
Amazon Com IncAMZNShares$5.7M27K
American Express CoAXPShares$5.4M18K
Broadcom IncAVGOShares$3.8M12K
Hershey CoHSYShares$3.8M18K
Kla CorpKLACShares$3.2M2K
Antero Resources CorpARShares$3.1M72K
Johnson & JohnsonJNJShares$2.8M11K
Alphabet IncGOOGShares$2.7M9K
Exxon Mobil CorpXOMShares$2.5M15K
Eli Lilly & CoLLYShares$2.4M3K
Meta Platforms IncMETAShares$2.4M4K
Tesla IncTSLAShares$2.4M6K
Arista Networks IncANETShares$2.3M19K
Cheniere Energy IncLNGShares$2.2M8K
Range Res CorpRRCShares$1.9M42K
Netflix Inc.NFLXShares$1.9M20K
Morgan StanleyMSShares$1.8M11K
Colgate Palmolive CoCLShares$1.8M22K
Fiserv IncFISVShares$1.7M30K
The Campbells CompanyCPBShares$1.6M73K
Gilead Sciences IncGILDShares$1.5M11K
Gentex CorpGNTXShares$1.4M66K
Dexcom IncDXCMShares$1.4M23K
International Business MachsIBMShares$1.4M6K
Avnet IncAVTShares$1.4M23K
Western Digital CorpWDCShares$1.4M5K
Balchem CorpBCPCShares$1.4M8K
Walmart IncWMTShares$1.3M11K
Qualcomm IncQCOMShares$1.3M10K
State Str CorpSTTShares$1.3M10K
Rtx CorporationRTXShares$1.3M7K
Abbvie IncABBVShares$1.3M6K
Ge AerospaceGEShares$1.3M4K
Norfolk Southn CorpNSCShares$1.2M4K
Capital One Finl CorpCOFShares$1.2M7K
Altria Group IncMOShares$1.2M19K
Analog Devices IncADIShares$1.2M4K
Philip Morris Intl IncPMShares$1.2M7K
Biogen IncBIIBShares$1.2M6K
Cummins IncCMIShares$1.2M2K
Edison IntlEIXShares$1.2M16K
Air Lease CorpAVLAShares$1.1M17K
Home Depot IncHDShares$1.1M3K
Cardinal Health IncCAHShares$1.1M5K
F N B CorpFNBShares$1.1M63K
Advanced Micro Devices IncAMDShares$1.0M5K
Oreilly Automotive IncORLYShares$1.0M11K
Palantir Technologies IncPLTRShares$1.0M7K
Merck & Co IncMRKShares$1.0M9K
Ge Vernova IncGEVShares$1.0M1K
Hilton Worldwide Hldgs IncHLTShares$994K3K
Comcast Corp NewCMCSAShares$954K33K
Amkor Technology IncAMKRShares$954K21K
Idacorp IncIDAShares$951K7K
Brighthouse Finl IncBHFShares$929K16K
Bristol-Myers Squibb CoBMYShares$862K14K
Millrose Pptys IncMRPShares$838K30K
Vici Pptys IncVICIShares$833K30K
Verisign IncVRSNShares$824K3K
Ringcentral IncRNGShares$820K22K
Micron Technology IncMUShares$817K2K
Regeneron PharmaceuticalsREGNShares$794K1K
Texas Pacific Land CorporatiTPLShares$790K2K
Mckesson CorpMCKShares$783K905
Visa IncVShares$781K3K
Pg&E CorpPCGShares$770K44K
General Mtrs CoGMShares$759K10K
Loews CorpLShares$756K7K
Sm Energy CompanySMShares$753K24K
Schneider National IncSNDRShares$753K29K
Mcdonalds CorpMCDShares$744K2K
Vanguard Index FdsVOOShares$737K1K
Dxc Technology CoDXCShares$736K59K
Cencora IncCORShares$733K2K
Equifax IncEFXShares$733K4K
American Tower CorpAMTShares$728K4K
Amgen IncAMGNShares$726K2K
Newmont CorpNEMShares$703K6K
Td Synnex CorporationSNXShares$690K4K
Abbott LaboratoriesABTShares$689K7K
Aes CorpAESShares$687K49K
Clarivate PlcShares$674K266K
Ares Management CorporationARESShares$673K6K
Citizens Finl Group IncCFGShares$663K11K
Boyd Gaming CorpBYDShares$656K8K
Aon PlcShares$653K2K
Astrazeneca PlcShares$647K3K
Popular IncBPOPShares$644K5K
Lincoln Natl Corp IndLNCShares$638K18K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.