SEC 13F Intelligence

Managers / Q2 2022 · view latest →

Iron Triangle Partners LP

CIK 0001779763 · 1 RIVER ROAD, 1ST FLOOR, COS COB, CT, 06807 · 646-779-6380

Reported Value
$771M
Q2 2022
Positions
25
Filings on Record
25
2019–present window
Filed
Aug 15, 2022
original filing

Summary

Iron Triangle Partners Lp reported $771M in U.S.-listed holdings across 25 positions for Q2 2022.

Its largest position, ABBV, represents 7.0% of the portfolio.

Compared with Q1 2022, the fund opened 10 new positions and exited 13.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $377MQ4 ’19Q1 ’20: $259MQ2 ’20: $397MQ3 ’20: $447MQ4 ’20: $771MQ4 ’20Q1 ’21: $786MQ2 ’21: $971MQ3 ’21: $697MQ4 ’21: $718MQ4 ’21Q1 ’22: $841MQ2 ’22: $771MQ3 ’22: $572MQ4 ’22: $557.8BQ4 ’22Q1 ’23: $693MQ2 ’23: $748MQ3 ’23: $684MQ4 ’23: $773MQ4 ’23Q1 ’24: $976MQ2 ’24: $984MQ3 ’24: $722MQ4 ’24: $908MQ4 ’24Q1 ’25: $634MQ2 ’25: $651MQ3 ’25: $703MQ4 ’25: $875MQ4 ’25filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2025$875M27Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$703M25Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$651M27Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$634M27May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$908M23Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$722M25Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$984M26Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$976M29May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$773M26Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$684M23Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$748M23Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$693M27May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$557.8B26Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$572M27Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$771M25Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$841M28May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$718M25Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$697M26Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$971M26Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$786M27May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$771M26Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$447M25Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$397M24Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$259M26May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$377M23Feb 14, 202013F-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 ↗.