SEC 13F Intelligence

Managers / Q3 2022 · view latest →

Elm Partners Management LLC

CIK 0001743941 · 50 S 16TH ST., SUITE 1700, PHILADELPHIA, PA, 19102 · (800) 459-7591

Reported Value
$741M
Q3 2022
Positions
36
Filings on Record
31
2019–present window
Filed
Oct 18, 2022
original filing

Summary

Elm Partners Management Llc reported $741M in U.S.-listed holdings across 36 positions for Q3 2022.

The portfolio is heavily concentrated: BIL alone accounts for 22.3% of reported value.

Compared with Q2 2022, the fund opened 3 new positions and exited 0.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $290MQ4 ’18Q1 ’19: $374MQ2 ’19: $447MQ3 ’19: $442MQ4 ’19: $457MQ4 ’19Q1 ’20: $455MQ2 ’20: $560MQ3 ’20: $594MQ4 ’20: $669MQ4 ’20Q1 ’21: $703MQ2 ’21: $760MQ3 ’21: $749MQ4 ’21: $811MQ4 ’21Q1 ’22: $791MQ2 ’22: $767MQ3 ’22: $741MQ4 ’22: $864.4BQ4 ’22Q1 ’23: $951MQ2 ’23: $993MQ3 ’23: $967MQ4 ’23: $1.1BQ4 ’23Q1 ’24: $1.3BQ2 ’24: $1.3BQ3 ’24: $1.4BQ4 ’24: $1.5BQ4 ’24Q1 ’25: $1.6BQ2 ’25: $1.7BQ3 ’25: $2.0BQ4 ’25: $2.2BQ4 ’25Q1 ’26: $2.3Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.3B158May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.2B154Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.0B149Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.7B97Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.6B66May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.5B68Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.4B60Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.3B60Jul 31, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.3B61Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.1B52Jan 29, 202413F-HRchanges · EDGAR ↗
Q3 2023$967M47Oct 24, 202313F-HRchanges · EDGAR ↗
Q2 2023$993M41Jul 19, 202313F-HRchanges · EDGAR ↗
Q1 2023$951M39Apr 18, 202313F-HRchanges · EDGAR ↗
Q4 2022$864.4B35Jan 26, 202313F-HRchanges · EDGAR ↗
Q3 2022$741M36Oct 18, 202213F-HRchanges · EDGAR ↗
Q2 2022$767M32Jul 18, 202213F-HRchanges · EDGAR ↗
Q1 2022$791M51Apr 21, 202213F-HRchanges · EDGAR ↗
Q4 2021$811M33Jan 21, 202213F-HRchanges · EDGAR ↗
Q3 2021$749M35Oct 26, 2021RESTATEMENTchanges · EDGAR ↗
Q2 2021$760M42Jul 19, 202113F-HRchanges · EDGAR ↗
Q1 2021$703M42Apr 26, 202113F-HRchanges · EDGAR ↗
Q4 2020$669M41Jan 19, 202113F-HRchanges · EDGAR ↗
Q3 2020$594M42Oct 19, 202013F-HRchanges · EDGAR ↗
Q2 2020$560M45Jul 22, 202013F-HRchanges · EDGAR ↗
Q1 2020$455M41May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$457M42Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$442M41Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$447M41Aug 8, 201913F-HRchanges · EDGAR ↗
Q1 2019$374M39May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$290M31Jan 11, 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 ↗.