L
Longaeva Partners L.P.
Longaeva Partners L.P. is an institution, managing $467.6M across 72 long positions as of Q3 2025 with 37% Unknown concentration and 54% concentrated in top 10 holdings.
- Portfolio Value
- $467.6M
- Positions
- 72
- Top Holding
- STUB at 9.71%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Longaeva Partners L.P.'s portfolio (54.2% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $45.4M | 9.71% | +$45.4M New | 0.73% 2.7M shares | |
Medical - Instruments & Supplies Healthcare | $41.5M | 8.88% | +$23.6M Bought | 0.28% 614.9K shares | |
Unknown Unknown | $38.9M | 8.32% | -$5.3M Sold | — 1.3M shares | |
Asset Management Financial Services | $22.1M | 4.74% | -$507.7K Sold | 0.26% 385.4K shares | |
Medical - Devices Healthcare | $19.4M | 4.15% | -$611.7K Sold | 0.04% 249.5K shares | |
Leisure Consumer Cyclical | $19.4M | 4.14% | +$589.9K Bought | 0.10% 557.0K shares | |
Travel Services Consumer Cyclical | $17.6M | 3.76% | -$3.3M Sold | 0.06% 282.7K shares | |
Apparel - Retail Consumer Cyclical | $17.5M | 3.74% | +$17.5M New | 0.04% 114.8K shares | |
Apparel - Footwear & Accessories Consumer Cyclical | $16.1M | 3.45% | -$556.6K Sold | 0.19% 356.3K shares | |
Medical - Healthcare Information Services Healthcare | $15.7M | 3.37% | -$8.2M Sold | 0.30% 532.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Longaeva Partners L.P.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Longaeva Partners L.P.
GthenA