SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Sone Capital Management, LLC

CIK 0002026215 · 1114 AVENUE OF THE AMERICAS, 15TH FLOOR, NEW YORK, NY, 10036 · 212-647-8295

Reported Value
$1.1B
Q2 2025
Positions
98
Filings on Record
6
2019–present window
Filed
Aug 14, 2025
original filing

Summary

Sone Capital Management, Llc reported $1.1B in U.S.-listed holdings across 98 positions for Q2 2025.

Its largest position, IEX, represents 3.7% of the portfolio.

Compared with Q1 2025, the fund opened 27 new positions and exited 33.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $790MQ4 ’24Q1 ’25: $971MQ1 ’25Q2 ’25: $1.1BQ2 ’25Q3 ’25: $1.2BQ3 ’25Q4 ’25: $1.2BQ4 ’25Q1 ’26: $1.2BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 90.2%Other: 6.3%REIT: 3.6%
  • Common Stock · 90.2% · $977M
  • Other · 6.3% · $68M
  • REIT · 3.6% · $39M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.2B101May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B100Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.2B96Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.1B98Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$971M104May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$790M113Feb 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 ↗.