LARCH CAPITAL PARTNERS LLC

Fundamental concentrated ★Signal financials specialist (96%) CIK 2112646
League rank
#979
in Fundamental concentrated · #7381 overall
Long book
$690.0M
Q1 2026
Positions
53
Top-10 weight
86%
concentration
Last quarter
-2.7%
SPY +14.8%
Turnover
45%
of book per quarter

Strategy in plain words

auto-generated from filings

LARCH CAPITAL PARTNERS LLC is a concentrated fundamental stock-picker, specialised in financials (96% of the long book), running a $690.0M US long book across 53 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: NU HOLDINGS LTD/CAYMAN ISL-A, ISHARES CORE S&P 500 ETF, ISHARES 7-10 YEAR TREASURY B, VALE SA-SP ADR, INVESCO S&P 500 EQUAL WEIGHT.

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
-10.3%
Q1 2026
-2.7%

Sector allocation

Financials
100%
Consumer staples
0%
Technology
0%
Other
0%

Long book by quarter

$729.1M
Q4 2025
$690.0M
Q1 2026

What does LARCH CAPITAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NU NU HOLDINGS LTD/CAYMAN ISL-AFinancials35.8M$513.8M74.5%-1.2%
JBS JBS NV-AConsumer staples47.0K$844K0.1%-34.1%
META META PLATFORMS INC-CLASS ATechnology354$203K0.0%New
MLKN MILLERKNOLL INCOther11.8K$172K0.0%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202653$690.0M canonicalSEC ↗
Q4 202513F-HRFeb 20, 202634$729.1M canonicalSEC ↗