SEC 13F Intelligence

Managers / Q4 2021 · view latest →

EPIQ PARTNERS, LLC

CIK 0001799435 · 2919 KNOX AVENUE S, STE 200, MINNEAPOLIS, MN, 55408 · 6128434803

Reported Value
$188M
Q4 2021
Positions
88
Filings on Record
27
2019–present window
Filed
Jan 25, 2022
original filing

Summary

Epiq Partners, LLC reported $188M in U.S.-listed holdings across 88 positions for Q4 2021.

Its largest position, HRL, represents 10.7% of the portfolio.

Compared with Q3 2021, the fund opened 4 new positions and exited 11.

Portfolio Metrics

Turnover
+6.9%
vs prior filed quarter
Top-10 Concentration
+38.1%
share of reported value
Largest Position
+10.7%
Hormel Foods
New / Exited
4 / 11
positions this quarter

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

13F Reported Value
Q4 ’19: $98MQ4 ’19Q1 ’20: $90MQ2 ’20: $110MQ3 ’20: $133MQ4 ’20: $144MQ4 ’20Q1 ’21: $175MQ2 ’21: $200MQ3 ’21: $217MQ4 ’21: $188MQ4 ’21Q1 ’22: $186MQ2 ’22: $163MQ3 ’22: $162MQ4 ’22: $150MQ4 ’22Q1 ’23: $145MQ2 ’23: $147MQ3 ’23: $132MQ4 ’23: $139MQ4 ’23Q1 ’24: $150MQ2 ’24: $148MQ3 ’24: $181MQ4 ’24: $185MQ4 ’24Q1 ’25: $190MQ2 ’25: $196MQ3 ’25: $212MQ4 ’25: $214MQ4 ’25Q1 ’26: $214MQ2 ’26: $236Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 59.5%ETP: 14.7%Other: 9.9%US DOMESTIC: 5.7%Closed-End Fund: 5.5%Other: 4.7%
  • Common Stock · 59.5% · $112M
  • ETP · 14.7% · $28M
  • Other · 9.9% · $19M
  • US DOMESTIC · 5.7% · $11M
  • Closed-End Fund · 5.5% · $10M
  • Other · 4.7% · $9M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PFEPFIZER INCNEW+4.1K4.1K+$243,000$243,000
MDYSPDR S&P MIDCAP 400 ETF TRNEW+410410+$212,000$212,000
INVESCO EXCHANGE TRADED FD TNEW+10.5K10.5K+$162,000$162,000
IMPEL NEUROPHARMA INCNEW+18.6K18.6K+$161,000$161,000
MIC2USDMACQUARIE INFRASTR HOLD LLCADDED+884.1K1.01M$2M$4M
WISDOMTREE TRADDED+3.9K6.6K+$110,000$427,000
ACWIISHARES TRSOLD OUT40.0K0$4M$0
ISHARES TRSOLD OUT18.0K0$1M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2021

47 positions
#IssuerClass% PortfolioValueShares
1HRLHORMEL FOODS CORPhistory →COM10.67%$20M410.2K
2ISHARES TRRUS 1000 GRW ETF · RUSSELL 3000 ETF · JPMORGAN USD EMG · FLTG RATE NT ETF5.60%$11M65.6K
3HBANHUNTINGTON BANCSHARES INChistory →COM3.75%$7M456.4K
4ALBALBEMARLE CORPhistory →COM3.43%$6M27.5K
5SPESPECIAL OPPORTUNITIES FD INChistory →COM3.39%$6M411.2K
6JANUS DETROIT STR TRHENDRSON AAA CL3.24%$6M120.6K
7CYBE1EURCYBEROPTICS CORPhistory →COM2.91%$5M117.5K
8AMTAMERICAN TOWER CORP NEWhistory →COM2.80%$5M18.0K
9DHRDANAHER CORPORATIONhistory →COM2.68%$5M15.3K
10GOOGLALPHABET INChistory →CAP STK CL A2.64%$5M1.7K
11PCYOPURE CYCLE CORPhistory →COM NEW2.51%$5M322.2K
12BROOKFIELD ASSET MGMT INCCL A LTD VT SH2.25%$4M70.0K
13BLACKROCK HEALTH SCIENCS TRCOM SHS2.16%$4M159.6K
14INNOVATOR ETFS TRLOUP FRONTIER2.06%$4M72.0K
15FSC1EUROAKTREE SPECIALTY LENDING COhistory →COM2.04%$4M513.5K
16FSKFS KKR CAP CORPhistory →COM2.04%$4M182.4K
17ECLECOLAB INChistory →COM1.99%$4M15.9K
18MIC2USDMACQUARIE INFRASTR HOLD LLChistory →COMMON UNITS1.97%$4M1.01M
19GREENLIGHT CAP RE LTDNOTE 4.000% 8/01.81%$3M3.49M
20AAPLAPPLE INChistory →COM1.74%$3M18.4K
21BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.72%$3M10.8K
22GPMTGRANITE PT MTG TR INChistory →COM STK1.65%$3M264.2K
23FATEFATE THERAPEUTICS INChistory →COM1.52%$3M48.6K
24ABTUGBXAQUABOUNTY TECHNOLOGIES INChistory →COM NEW1.51%$3M1.35M
25ATLAS CORPSHARES1.49%$3M197.2K
26PRECIGEN INCNOTE 3.500% 7/01.47%$3M3.54M
27SPDR S&P 500 ETF TRTR UNIT1.43%$3M5.7K
28JNJJOHNSON & JOHNSONhistory →COM1.31%$2M14.4K
29NEENEXTERA ENERGY INChistory →COM1.30%$2M26.2K
30ABBVABBVIE INChistory →COM1.29%$2M17.9K
31DMTKQDERMTECH INChistory →COM1.29%$2M152.9K
32UNILEVER PLCSPON ADR NEW1.28%$2M44.5K
331LIFE HEALTHCARE INCNOTE 3.000% 6/11.22%$2M2.55M
34XELXCEL ENERGY INChistory →COM1.17%$2M32.5K
35VTGNUSDVISTAGEN THERAPEUTICS INChistory →COM NEW1.04%$2M1.00M
36MEDTRONIC PLCSHS1.03%$2M18.7K
37VNTVONTIER CORPORATIONCOM0.98%$2M59.5K
38BROOKFIELD INFRAST PARTNERSLP INT UNIT0.94%$2M28.9K
39BROOKFIELD RENEWABLE PARTNERPARTNERSHIP UNIT0.91%$2M47.5K
40BLACKSTONE MORTGAGE TRUST INNOTE 4.375% 5/00.86%$2M1.60M
41KRANESHARES TRCSI CHI INTERNET0.85%$2M43.7K
42FTVFORTIVE CORPCOM0.81%$2M20.0K
43CNMDCONMED CORPCOM0.79%$1M10.5K
44ETF MANAGERS TRETFMG SIT ULTR0.78%$1M29.7K
45STKLSUNOPTA INCCOM0.65%$1M175.4K
46NOGNORTHERN OIL AND GAS INC MNCOM0.62%$1M56.6K
47AMZNAMAZON COM INCCOM0.57%$1M318

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$236M99Jul 7, 202613F-HRchanges · EDGAR ↗
Q1 2026$214M83Apr 9, 202613F-HRchanges · EDGAR ↗
Q4 2025$214M75Jan 7, 202613F-HRchanges · EDGAR ↗
Q3 2025$212M74Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$196M72Jul 9, 202513F-HRchanges · EDGAR ↗
Q1 2025$190M75Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$185M74Jan 22, 202513F-HRchanges · EDGAR ↗
Q3 2024$181M79Oct 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$148M73Jul 10, 202413F-HRchanges · EDGAR ↗
Q1 2024$150M75Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$139M69Jan 11, 202413F-HRchanges · EDGAR ↗
Q3 2023$132M67Oct 18, 202313F-HRchanges · EDGAR ↗
Q2 2023$147M77Jul 12, 202313F-HRchanges · EDGAR ↗
Q1 2023$145M77Apr 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$150M75Jan 6, 202313F-HRchanges · EDGAR ↗
Q3 2022$162M80Oct 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$163M83Jul 7, 202213F-HRchanges · EDGAR ↗
Q1 2022$186M90Apr 27, 202213F-HRchanges · EDGAR ↗
Q4 2021$188M88Jan 25, 202213F-HRchanges · EDGAR ↗
Q3 2021$217M95Oct 19, 202113F-HRchanges · EDGAR ↗
Q2 2021$200M91Aug 2, 202113F-HRchanges · EDGAR ↗
Q1 2021$175M84Apr 16, 202113F-HRchanges · EDGAR ↗
Q4 2020$144M77Jan 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$133M75Oct 22, 202013F-HRchanges · EDGAR ↗
Q2 2020$110M61Aug 3, 202013F-HRchanges · EDGAR ↗
Q1 2020$90M63Apr 20, 202013F-HRchanges · EDGAR ↗
Q4 2019$98M64Feb 7, 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 ↗.