ALPINE WOODS CAPITAL INVESTORS, LLC

Hedge Fund • Long/Short

ALPINE WOODS CAPITAL INVESTORS, LLC is a Long/Short Hedge Fund based in Purchase, NY led by Mark Thomas Spellman, managing $429.9M across 151 long positions as of Q3 2025 with AVGO as the largest holding (6% allocation).

CEOMark Thomas Spellman

Portfolio Value: $429.9M
Positions: 151
Top Holding: AVGO at 6.21%
Last Reported: Q3 2025

Address2500 Westchester Avenue, Suite 300, Purchase, NY, 10577, United States

Top Holdings

Largest long holdings in ALPINE WOODS CAPITAL INVESTORS, LLC's portfolio (33.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Broadcom Inc. AVGO	Semiconductors Technology	$26.7M	6.21%	-$343.4K Sold	0.00% 80.9K shares	≤ Q2 2013 Held for 12y 5m+
2 JPMorgan Chase JPM	Banks - Diversified Financial Services	$16.8M	3.90%	+$24.0K Bought	0.00% 53.2K shares	≤ Q2 2013 Held for 12y 5m+
3 Apple AAPL	Consumer Electronics Technology	$15.7M	3.66%	+$1.0M Bought	0.00% 61.8K shares	≤ Q2 2013 Held for 12y 5m+
4 Wells Fargo & Company WFC	Banks - Diversified Financial Services	$14.9M	3.47%	-$2.9M Sold	0.01% 178.2K shares	≤ Q2 2013 Held for 12y 5m+
5 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$14.7M	3.42%	+$38.7K Bought	0.00% 60.3K shares	Q2 2014 Held for 11y 5m
6 Microsoft MSFT	Software - Infrastructure Technology	$13.7M	3.19%	+$583.2K Bought	0.00% 26.5K shares	Q2 2016 Held for 9y 5m
7 Agnico Eagle Mines AEM	Gold Basic Materials	$12.0M	2.79%	-$188.6K Sold	0.01% 71.2K shares	Q3 2022 Held for 3y 2m
8 L3Harris Technologies LHX	Aerospace & Defense Industrials	$10.4M	2.42%	+$130.4K Bought	— 34.1K shares	Q3 2015 Held for 10y 2m
9 Nvidia NVDA	Semiconductors Technology	$9.9M	2.30%	+$84.7K Bought	0.00% 52.9K shares	Q3 2017 Held for 8y 2m
10 AbbVie ABBV	Drug Manufacturers - General Healthcare	$8.1M	1.89%	-$86.6K Sold	0.00% 35.0K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ALPINE WOODS CAPITAL INVESTORS, LLC's latest filing

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Market Value

$429.9M

Prior: $423.1M

Q/Q Change

+1.61%

+$6.8M

Net Flows % of MV

-5.48%

Turnover Ratio

8.45%

New Purchases

6 stocks

$9.7M

Added To

54 stocks

+$14.0M

Sold Out Of

15 stocks

$20.2M

Reduced Holdings

51 stocks

-$27.0M

Increased Positions

Position	Shares Δ	Change
1 SBA Communications SBAC	New	0 → 25.6K +$5.0M
2 Samsara IOT	New	0 → 54.4K +$2.0M
3 Zoom Video Communications, Inc. ZM	New	0 → 15.0K +$1.2M
4 Jefferies Financial Group JEF	New	0 → 11.9K +$775.3K
5 Ollie's Bargain Outlet Holdings, Inc. OLLI	New	0 → 3.8K +$482.9K

Decreased Positions

Position	Shares Δ	Change
1 Teck Resources TECK	Sold	79.6K → 0 −$3.2M
2 Fiserv FI	Sold	16.2K → 0 −$2.8M
3 Walt Disney DIS	Sold	20.0K → 0 −$2.5M
4 JHX James Hardie Industries plc JHX	Sold	86.2K → 0 −$2.3M
5 JHX James Hardie Industries JHX	Sold	86.2K → 0 −$2.3M

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Analytics

Portfolio insights and performance metrics for ALPINE WOODS CAPITAL INVESTORS, LLC

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Sector Allocation

Technology

25.70%

Financial Services

15.00%

Industrials

13.30%

Healthcare

8.70%

Communication Services

7.50%

Consumer Cyclical

6.90%

Basic Materials

5.20%

Consumer Defensive

4.80%

Utilities

4.10%

Energy

3.60%

Real Estate

3.50%

ETF

1.90%

Market Cap Distribution

Mega Cap (> $200B)

40.15%

Large Cap ($10B - $200B)

49.25%

Mid Cap ($2B - $10B)

5.49%

Small Cap ($300M - $2B)

0.50%

Nano Cap (< $50M)

2.50%

N/A (ETF or Unknown)

2.11%

Portfolio Concentration

Top 10 Holdings %

33.25%

Top 20 Holdings %

48.34%

Top 50 Holdings %

76.98%

Top 100 Holdings %

95.48%