SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Freestone Grove Partners LP

CIK 0002007591 · ONE MARKET PLAZA, STEUART TOWER, 9TH FLOOR, SAN FRANCISCO, CA, 94105 · (415) 907-4100

Reported Value
$13.8B
Q4 2025
Positions
713
Filings on Record
6
2019–present window
Filed
Feb 17, 2026
original filing

Summary

Freestone Grove Partners Lp reported $13.8B in U.S.-listed holdings across 713 positions for Q4 2025.

Its largest position, IVV, represents 7.1% of the portfolio.

Compared with Q3 2025, the fund opened 320 new positions and exited 285.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $8.2BQ4 ’24Q1 ’25: $9.7BQ1 ’25Q2 ’25: $13.2BQ2 ’25Q3 ’25: $13.4BQ3 ’25Q4 ’25: $13.8BQ4 ’25Q1 ’26: $14.2BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 78.4%ETP: 13.4%REIT: 4.6%Other: 2.6%ADR: 0.9%
  • Common Stock · 78.4% · $10.8B
  • ETP · 13.4% · $1.9B
  • REIT · 4.6% · $642M
  • Other · 2.6% · $365M
  • ADR · 0.9% · $123M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$14.2B962May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$13.8B713Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$13.4B678Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$13.2B646Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$9.7B568May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$8.2B569Feb 14, 202513F-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 ↗.