Freestone Grove Partners LP

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$13.8B

Total Positions

713

New This Quarter

320

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

IVV7.08%

VOO6.22%

AMZN1.14%

BSX0.91%

AME0.88%

OVV0.87%

FHN0.82%

SCHW0.77%

ELV0.72%

MTZ0.72%

Other9.93%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

LITE4Q held

Lumentum Holdings Inc

Avg $151.59 · $24.1M est. P&L

Est. P&L

+144.87%

LRCX5Q held

Lam Research Corp

Avg $72.02 · $9.3M est. P&L

Est. P&L

+141.29%

COHR5Q held

Coherent Corp

Avg $86.35 · $26.2M est. P&L

Est. P&L

+116.33%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 713 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ISHARES TR	1.4M	$979.5M	7.1%	—	$684.56	+0.78%	2 qtrs	Increased 100
VOO VANGUARD INDEX FDS	1.4M	$859.7M	6.2%	—	$527.06	+19.86%	4 qtrs	Increased 62
AMZN Amazon.com Inc	683,670	$157.8M	1.1%	—	$232.53	0.00%	1 qtr	New 69
BSX Boston Scientific Corp	1.3M	$126.6M	0.9%	—	$96.07	-0.06%	2 qtrs	Increased 69
AME AMETEK Inc	593,885	$121.9M	0.9%	—	$188.13	+10.05%	4 qtrs	Increased 52
OVV Ovintiv Inc	3.1M	$120.5M	0.9%	—	$39.11	+1.15%	5 qtrs	Increased 65
FHN First Horizon Corp	4.7M	$113M	0.8%	—	$20.15	+18.73%	5 qtrs	Decreased 0
SCHW Charles Schwab Corp/The	1.1M	$106.7M	0.8%	—	$85.69	+16.94%	5 qtrs	Increased 62
ELV ELEVANCE HEALTH INC	283,107	$99.2M	0.7%	—	$348.80	0.00%	1 qtr	New 58
MTZ MasTec Inc	455,617	$99M	0.7%	—	$145.63	+51.30%	5 qtrs	Decreased 0
FBIN Fortune Brands Innovations Inc	1.9M	$97.5M	0.7%	—	$51.61	-1.61%	5 qtrs	Increased 68
XEL Xcel Energy Inc	1.3M	$96.7M	0.7%	—	$71.77	+3.38%	3 qtrs	Increased 59
LEN Lennar Corp	933,278	$95.9M	0.7%	—	$103.43	0.00%	1 qtr	New 58
MLM Martin Marietta Materials Inc	151,872	$94.6M	0.7%	—	$612.82	+3.04%	4 qtrs	Increased 51
DHR Danaher Corp	412,785	$94.5M	0.7%	—	$230.67	0.00%	1 qtr	New 58
USB US Bancorp	1.8M	$94M	0.7%	—	$48.45	+11.03%	2 qtrs	Increased 46
GM General Motors Co	1.1M	$93M	0.7%	—	$63.83	+28.97%	2 qtrs	Increased 48
CL Colgate-Palmolive Co	1.2M	$92M	0.7%	—	$79.03	0.00%	1 qtr	New 58
XOM Exxon Mobil Corp	755,658	$90.9M	0.7%	—	$120.19	0.00%	1 qtr	New 58
CAT Caterpillar Inc	158,274	$90.7M	0.7%	—	$576.04	0.00%	1 qtr	New 58
WY Weyerhaeuser Co	3.8M	$90.3M	0.7%	—	$24.97	-3.94%	3 qtrs	Decreased 0
CVS CVS Health Corp	1.1M	$88.3M	0.6%	—	$50.33	+57.37%	5 qtrs	Decreased 0
BP BP PLC	2.5M	$86M	0.6%	—	$34.47	+0.82%	2 qtrs	Increased 62
HRI HERC HLDGS INC	573,149	$85M	0.6%	—	$147.64	+3.41%	3 qtrs	Increased 68
GOOGL Alphabet Inc	269,538	$84.4M	0.6%	—	$313.85	0.00%	1 qtr	New 58
Showing 25 of 713 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

ARAntero Resources Corp

Q1 2025 → Q4 2025+1.7M shares+$57.6M

CPTCamden Property Trust

Q1 2025 → Q4 2025+411,155 shares+$45.2M

DTMDT Midstream Inc

Q1 2025 → Q4 2025+150,245 shares+$19.9M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer