POSTROCK PARTNERS LLC
Long book
$216.2M
Q1 2026
Positions
82
Top-10 weight
68%
concentration
Last quarter
+15.4%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsPOSTROCK PARTNERS LLC is a diversified fundamental manager, running a $216.2M US long book across 82 positions.
The portfolio is concentrated: the top 10 names carry 68% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder.
Over the last 6 quarters its long book ran on average 0.7pp per quarter behind 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
-1.1%
Q1 2025
+4.3%
Q2 2025
+8.8%
Q3 2025
+2.4%
Q4 2025
-6.3%
Q1 2026
+15.4%
Sector allocation
No sector data
Long book by quarter
What does POSTROCK PARTNERS own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 6, 2026 | 82 | $216.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 16, 2026 | 80 | $230.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 28, 2025 | 83 | $226.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 15, 2025 | 82 | $209.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 2, 2025 | 80 | $202.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 10, 2025 | 84 | $206.4M | canonical | SEC ↗ |
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