SEC 13F Intelligence

Managers / Q4 2022 · view latest →

ISTHMUS PARTNERS, LLC

CIK 0001639666 · ONE SOUTH PINCKNEY STREET, SUITE 818, MADISON, WI, 53703 · 608-729-0949

Reported Value
$665.8B
Q4 2022
Positions
166
Filings on Record
32
2019–present window
Filed
Feb 10, 2023
original filing

Summary

Isthmus Partners, Llc reported $665.8B in U.S.-listed holdings across 166 positions for Q4 2022.

Its largest position, Amcor Plc F, represents 9.4% of the portfolio.

Compared with Q3 2022, the fund opened 6 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $333MQ4 ’18Q1 ’19: $411MQ2 ’19: $419MQ3 ’19: $422MQ4 ’19: $439MQ4 ’19Q1 ’20: $325MQ2 ’20: $406MQ3 ’20: $428MQ4 ’20: $493MQ4 ’20Q1 ’21: $545MQ2 ’21: $568MQ3 ’21: $551MQ4 ’21: $597MQ4 ’21Q1 ’22: $608MQ2 ’22: $536MQ3 ’22: $581MQ4 ’22: $665.8BQ4 ’22Q1 ’23: $709MQ2 ’23: $733MQ3 ’23: $693MQ4 ’23: $769MQ4 ’23Q1 ’24: $881MQ2 ’24: $849MQ3 ’24: $842MQ4 ’24: $823MQ4 ’24Q1 ’25: $799MQ2 ’25: $856MQ3 ’25: $451MQ4 ’25: $901MQ4 ’25Q1 ’26: $953Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$953M218Apr 30, 202613F-HRchanges · EDGAR ↗
Q4 2025$901M214Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$451M176Nov 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$856M217Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$799M212May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$823M217Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$842M195Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$849M196Aug 14, 2024RESTATEMENTchanges · EDGAR ↗
Q1 2024$881M197May 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$769M197Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$693M168Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$733M168Aug 3, 202313F-HRchanges · EDGAR ↗
Q1 2023$709M164May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$665.8B166Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$581M164Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$536M145Aug 8, 202213F-HRchanges · EDGAR ↗
Q1 2022$608M147May 4, 202213F-HRchanges · EDGAR ↗
Q4 2021$597M148Jan 25, 202213F-HRchanges · EDGAR ↗
Q3 2021$551M154Nov 10, 202113F-HRchanges · EDGAR ↗
Q2 2021$568M273Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$545M143May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$493M143Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$428M140Nov 4, 202013F-HRchanges · EDGAR ↗
Q2 2020$406M142Aug 14, 2020RESTATEMENTchanges · EDGAR ↗
Q1 2020$325M136May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$439M139Feb 7, 202013F-HRchanges · EDGAR ↗
Q3 2019$422M138Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$419M138Aug 9, 201913F-HRchanges · EDGAR ↗
Q1 2019$411M136Apr 19, 201913F-HRchanges · EDGAR ↗
Q4 2018$333M132Feb 4, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.