Managers / Q4 2025 · view latest →
Sagewood Asset Management LP
CIK 0001693636 · 100 PARK AVENUE, 22ND FLOOR, NEW YORK, NY, 10017 · 212-328-1000
Summary
Sagewood Asset Management LP reported $282M in U.S.-listed holdings across 264 positions for Q4 2025.
Its largest position, BRK/B, represents 10.6% of the portfolio.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 95.6% · $269M
- REIT · 2.3% · $6M
- Other · 1.8% · $5M
- ADR · 0.2% · $528,329
- ETP · 0.1% · $361,016
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| BRK/BBERKSHIRE HATHAWAY INC DEL | NEW | +59.5K | 59.5K | +$30M | $30M |
| BRK/ABERKSHIRE HATHAWAY INC DEL | NEW | +19 | 19 | +$14M | $14M |
| MSFTMICROSOFT CORP | NEW | +25.8K | 25.8K | +$12M | $12M |
| AAPLAPPLE INC | NEW | +42.9K | 42.9K | +$12M | $12M |
| NVDANVIDIA CORPORATION | NEW | +59.7K | 59.7K | +$11M | $11M |
| GSGOLDMAN SACHS GROUP INC | NEW | +9.9K | 9.9K | +$9M | $9M |
| GOOGLALPHABET INC | NEW | +27.8K | 27.8K | +$9M | $9M |
| JPMJPMORGAN CHASE & CO. | NEW | +25.0K | 25.0K | +$8M | $8M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2025
Filing History
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 ↗.