Freestone Grove Partners LP
Institutional investor · Portfolio as of Q1 2025
Top Holdings568 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 915,148 | $470.3M | 4.8% | $506.34 | 0.00% | 1 qtr | New 87 |
GENERAL DYNAMICS CORP | 682,976 | $186.2M | 1.9% | $263.99 | 0.00% | 1 qtr | New 70 |
SCHWAB (CHARLES) CORP | 1.6M | $121.8M | 1.3% | $75.86 | +1.27% | 2 qtrssince 2024-Q4 | Increased 77 |
LAM RESEARCH CORP COM NEW | 1.6M | $116.3M | 1.2% | $72.02 | +0.21% | 2 qtrssince 2024-Q4 | Increased 76 |
AMAZON.COM INC | 598,433 | $113.9M | 1.2% | $192.72 | 0.00% | 1 qtr | New 69 |
EXXON MOBIL CORP | 931,588 | $110.8M | 1.1% | $101.34 | +12.31% | 2 qtrssince 2024-Q4 | Decreased 0 |
AUTOZONE INC | 27,343 | $104.3M | 1.1% | $3,812.78 | 0.00% | 1 qtr | New 68 |
WOODWARD INC | 548,897 | $100.2M | 1.0% | $182.64 | 0.00% | 1 qtr | New 68 |
ISHARES CORE S&P 500 ETF | 178,000 | $100M | 1.0% | $583.48 | -5.27% | 2 qtrssince 2024-Q4 | Decreased 0 |
ZIMMER HOLDINGS INC | 840,893 | $95.2M | 1.0% | $105.97 | +4.90% | 2 qtrssince 2024-Q4 | Increased 53 |
HUNTINGTON INGALLS INDUSTRIE | 458,628 | $93.6M | 1.0% | $200.32 | +0.93% | 2 qtrssince 2024-Q4 | Increased 68 |
TEXAS INSTRUMENTS INC | 509,332 | $91.5M | 0.9% | $172.44 | 0.00% | 1 qtr | New 58 |
GLOBE LIFE INC | 690,924 | $91M | 0.9% | $115.24 | +11.69% | 2 qtrssince 2024-Q4 | Increased 58 |
DANAHER CORP | 435,286 | $89.2M | 0.9% | $222.44 | -7.90% | 2 qtrssince 2024-Q4 | Increased 54 |
UNUM GROUP | 1.1M | $88.1M | 0.9% | $71.63 | +9.82% | 2 qtrssince 2024-Q4 | Increased 50 |
TRAVELERS COS INC/THE | 325,557 | $86.1M | 0.9% | $258.52 | +0.05% | 2 qtrssince 2024-Q4 | Increased 68 |
MONSTER BEVERAGE CORP | 1.5M | $85.9M | 0.9% | $53.71 | +8.95% | 2 qtrssince 2024-Q4 | Increased 51 |
NOKIA CORP-SPON ADR | 16.2M | $85.6M | 0.9% | $4.73 | +7.93% | 2 qtrssince 2024-Q4 | Increased 68 |
ENTERGY CORP | 1M | $85.6M | 0.9% | $82.27 | 0.00% | 1 qtr | New 58 |
PERMIAN RESOURCES CORP | 5.7M | $78.8M | 0.8% | $13.47 | -1.19% | 2 qtrssince 2024-Q4 | Increased 56 |
Freestone Grove Partners LP manages $9.7B across 568 positions as of Q1 2025. Top holdings: VOO (4.8%), GD (1.9%), SCHW (1.3%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 261 new positions, 262 exits, 164 increased. Top move: VOO (NEW, conviction 87). Portfolio: $9.7B across 568 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer