Garden Investment Management, L.P.
Long book
$585.6M
Q1 2026
Positions
2
Top-10 weight
100%
concentration
Last quarter
+33.4%
SPY +14.8%
Turnover
50%
of book per quarter
Strategy in plain words
auto-generated from filingsGarden Investment Management, L.P. is a diversified fundamental manager, specialised in industrials (77% of the long book), running a $585.6M US long book across 2 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: MIDDLEBY CORP, FORTUNE BRANDS INNOVATIONS I.
Over the last 6 quarters its long book ran on average 1pp per quarter ahead of the S&P 500, beating the index in 3 of 6 quarters. 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 2024
+12.2%
Q1 2025
-5.3%
Q2 2025
-7.7%
Q3 2025
+11.8%
Q4 2025
-10.8%
Q1 2026
+33.4%
Sector allocation
Industrials 77%
Other 23%
Long book by quarter
What does Garden Investment own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 2 | $585.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 1 | $502.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 1 | $435.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 1 | $471.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 1 | $400.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 1 | $102.0M | canonical | SEC ↗ |