Linonia Partnership Lp Top Holdings and 13F Report (2025) About Linonia Partnership LpInvestment ActivityLinonia Partnership Lp has $1.90 billion in total holdings as of December 31, 2024.Linonia Partnership Lp owns shares of 9 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 6.64% of the portfolio was purchased this quarter.About 2.12% of the portfolio was sold this quarter.This quarter, Linonia Partnership Lp has purchased 9 new stocks and bought additional shares in 4 stocks.Linonia Partnership Lp sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings Guidewire Software $403,850,417LIBERTY MEDIA CORP DEL $388,207,570Tempur Sealy International $273,494,046Veeva Systems $252,924,863Formula One Group $197,870,163 Largest Purchases this Quarter Veeva Systems 356,300 shares (about $74.91M)Tempur Sealy International 729,200 shares (about $41.34M)Formula One Group 110,528 shares (about $9.29M)Formula One Group 7,063 shares (about $654.46K) Largest Sales this Quarter Shake Shack 311,000 shares (about $40.37M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLinonia Partnership Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGWREGuidewire Software$403,850,4170.0%2,395,60121.2%Computer and TechnologyLIBERTY MEDIA CORP DEL$388,207,5700.0%5,703,90220.4%COM LBTY LIV S CTPXTempur Sealy International$273,494,046$41,338,348 ▲17.8%4,824,37914.4%Retail/WholesaleVEEVVeeva Systems$252,924,863$74,912,075 ▲42.1%1,202,97213.3%MedicalFWONAFormula One Group$197,870,163$9,288,773 ▲4.9%2,354,47610.4%Consumer DiscretionaryLIBERTY MEDIA CORP DEL$166,330,1120.0%2,498,9508.8%COM LBTY LIV S AFWONKFormula One Group$134,760,349$654,458 ▲0.5%1,454,3537.1%Consumer DiscretionaryTDGTransDigm Group$61,030,9380.0%48,1593.2%AerospaceSHAKShake Shack$22,365,189$40,367,800 ▼-64.3%172,3051.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
