Garden Investment Management, L.P.

CIK 2044217 · View on SEC EDGAR ↗

Portfolio value
$797.9M
#2,835 of 9,443 by 13F value · top 30.0%
Positions
2
As of
June 30, 2026

Portfolio value QoQ: +36.3% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
2
Effective number of positions
1.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $22,914,766 · sells $0

Median holding: 4.5 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
1
Decreased
0
Closed
0
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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+29.7%
S&P 500 total return (same window)
+28.1%
Excess return
+1.6%

Annualized: +19.0% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Industrials
100.0%

Full portfolio 2 positions

Type Streak 8Q trend
MIDD The Middleby Corporation - Common Stock $581,348,561 72.86% 3,379,737 $133,263,030
FBIN Fortune Brands Innovations, Inc. Common Stock $216,580,445 27.14% 3,944,999 $79,109,561 Up ×1

Top movers (QoQ)

Security Action Shares Δ Value Δ
MIDD Price move only +0 +$133.3M
FBIN Bought more +417K +$79.1M