Declaration Partners LP
Long book
$21.8M
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
+106.1%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsDeclaration Partners LP is a diversified fundamental manager, specialised in services_media (100% of the long book), running a $21.8M US long book across 1 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: STUBHUB HOLDINGS INC-CLASS A.
We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-53.9%
Q1 2026
+106.1%
Sector allocation
Services media 100%
Long book by quarter
What does Declaration Partners own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| STUB STUBHUB HOLDINGS INC-CLASS A | Services media | 3.5M | $21.8M | 100.0% | -76.4% |
13F filing history
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