SEC 13F Intelligence

Managers / Q4 2023 · view latest →

NORDEN GROUP LLC

CIK 0001990699 · 5255 N EDGEWOOD DRIVE, SUITE 225, PROVO, UT, 86404 · 8013315511

Reported Value
$581M
Q4 2023
Positions
277
Filings on Record
12
2019–present window
Filed
Feb 5, 2024
original filing

Summary

Norden Group Llc reported $581M in U.S.-listed holdings across 277 positions for Q4 2023.

The portfolio is heavily concentrated: STIP alone accounts for 33.5% of reported value.

Compared with Q3 2023, the fund opened 43 new positions and exited 27.

Reported Value by Quarter

13F Reported Value
Q3 ’23: $304MQ3 ’23Q4 ’23: $581MQ1 ’24: $492MQ1 ’24Q2 ’24: $495MQ3 ’24: $847MQ3 ’24Q4 ’24: $884MQ1 ’25: $869MQ1 ’25Q2 ’25: $921MQ3 ’25: $984MQ3 ’25Q4 ’25: $1.0BQ1 ’26: $1.0BQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 59.3%Common Stock: 36.9%Other: 1.9%ADR: 1.6%REIT: 0.3%Other: 0.0%
  • ETP · 59.3% · $345M
  • Common Stock · 36.9% · $215M
  • Other · 1.9% · $11M
  • ADR · 1.6% · $9M
  • REIT · 0.3% · $2M
  • Other · 0.0% · $83,672

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.0B615Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.0B605Jan 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$984M573Oct 15, 202513F-HRchanges · EDGAR ↗
Q2 2025$921M555Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$869M531May 7, 202513F-HRchanges · EDGAR ↗
Q4 2024$884M526Feb 5, 202513F-HRchanges · EDGAR ↗
Q3 2024$847M510Oct 17, 202413F-HRchanges · EDGAR ↗
Q2 2024$495M404Aug 6, 202413F-HRchanges · EDGAR ↗
Q1 2024$492M780Apr 30, 2024RESTATEMENTchanges · EDGAR ↗
Q4 2023$581M277Feb 5, 202413F-HRchanges · EDGAR ↗
Q3 2023$304M261Nov 6, 202313F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Townsquare Capital LLC028-19141

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 ↗.