SEC 13F Intelligence

Islet Management, LP / AZEK

Islet Management, LP’s Azek Co Inc Position

Does Islet Management, LP own Azek Co Inc (AZEK)? Not currently — the last reported position was 475.0K shares worth $17M in Q3 2021; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$17M
Q3 2021
Shares
475.0K
% of Portfolio
+0.37%
Quarters Held
3
position exited

Position History AZEK

Reported value by quarter
Q3 ’20: $7MQ3 ’20Q2 ’21: $32MQ2 ’21Q3 ’21: $17MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2021475.0K$17M+0.37%
Q2 2021747.0K$32M+0.87%
Q3 2020211.7K$7M+0.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Islet Management, LP’s full portfolio or all institutional holders of AZEK.