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Eos Management, L.P.: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1548882) · Explore on the interactive board

Eos Management, L.P. disclosed 35 US equity positions worth $252.4m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed July 30, 2026). Its largest position is SPY at 32.8% of the reported book, followed by BRK/B, GOOGL. The top ten holdings are 65.3% of the book, and the portfolio behaves like about 8 equal-weight positions. Versus the prior filing it opened 3 new positions, added to 3, reduced 8 and exited 9. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$252.4mreported US equity book
35positions
32.8%largest position
65.3%top 10 weight
7.91effective positions (1/HHI)
2quarters on file since Q1 2026

What does Eos Management, L.P. own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 3 new, 3 added, 8 reduced, 9 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 SPY STATE STR SPDR S&P 500 ETF T 32.8%$82.7m110,736 0% held
2 BRK/B BERKSHIRE HATHAWAY INC DEL 6.6%$16.6m33,250 0% held
3 GOOGL ALPHABET INC Communication Services 3.7%$9.4m26,239 0% held
4 AMZN AMAZON COM INC Consumer Cyclical 3.3%$8.3m34,647 0% held
5 JPM JPMORGAN CHASE & CO Financial Services 3.2%$8.2m25,000 0% held
6 NVDA NVIDIA CORPORATION Technology 3.2%$8.1m40,545 0% held
7 META META PLATFORMS INC Communication Services 3.2%$8.0m14,198 0% held
8 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3.2%$8.0m86,825 -3% reduced
9 AAPL APPLE INC Technology 3.1%$7.9m27,142 0% held
10 MSFT MICROSOFT CORP Technology 3.1%$7.7m20,696 0% held
11 SNPS SYNOPSYS INC Technology 2.7%$6.8m15,135 504% added
12 CDNS CADENCE DESIGN SYSTEM INC Technology 2.7%$6.7m17,962 401% added
13 GOOG ALPHABET INC Communication Services 2.4%$6.0m16,900 0% held
14 ORA ORMAT TECHNOLOGIES INC Utilities 2.3%$5.8m53,495 17% added
15 ELBIT SYS LTD 2.3%$5.7m7,495 -14% reduced
16 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2.1%$5.3m55,370 0% held
17 LHX L3HARRIS TECHNOLOGIES INC Industrials 1.8%$4.5m15,458 0% held
18 HEI HEICO CORP NEW Industrials 1.8%$4.5m12,537 -7% reduced
19 BWXT BWX TECHNOLOGIES INC Industrials 1.7%$4.3m21,876 -27% reduced
20 APH AMPHENOL CORP Technology 1.6%$4.2m23,596 new
21 ANET ARISTA NETWORKS INC Technology 1.5%$3.8m22,650 0% held
22 NOW SERVICENOW INC Technology 1.3%$3.4m34,018 new
23 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1.3%$3.3m6,967 0% held
24 TDG TRANSDIGM GROUP INC Industrials 1.3%$3.2m2,407 -8% reduced
25 UNH UNITEDHEALTH GROUP INC Healthcare 1.3%$3.2m7,616 0% held
26 SHW SHERWIN WILLIAMS CO Basic Materials 1.2%$3.1m8,875 -42% reduced
27 VRT VERTIV HOLDINGS CO Industrials 1.2%$3.0m8,863 -22% reduced
28 CRWD CROWDSTRIKE HLDGS INC Technology 1.1%$2.9m3,781 0% held
29 SPGI S&P GLOBAL INC Financial Services 0.9%$2.3m5,727 0% held
30 UBER UBER TECHNOLOGIES INC Technology 0.6%$1.6m22,579 0% held
31 ARCC ARES CAPITAL CORP Financial Services 0.6%$1.5m78,500 0% held
32 ETN EATON CORP PLC Industrials 0.5%$1.2m2,762 new
33 GS GOLDMAN SACHS GROUP INC Financial Services 0.3%$814.2k805 -47% reduced
34 COMP COMPASS INC Real Estate 0.2%$531.2k43,080 0% held
35 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 0.0%$85.3k58,800 0% held

What did Eos Management, L.P. sell? Positions exited since the previous filing

StockPrior weightPrior value
BKNG BOOKING HOLDINGS INC17.2%$2.9m
TFX TELEFLEX INCORPORATED15.3%$2.6m
NOC NORTHROP GRUMMAN CORP15.3%$2.5m
LMT LOCKHEED MARTIN CORP14.1%$2.3m
CEG CONSTELLATION ENERGY CORP11.0%$1.8m
WAT WATERS CORP8.1%$1.3m
GD GENERAL DYNAMICS CORP7.5%$1.3m
KTOS KRATOS DEFENSE & SEC SOLUTIO6.3%$1.1m
DHR DANAHER CORP DEL5.3%$882.0k

Sector mix

SectorWeight
Technology22.4%
Communication Services9.3%
Consumer Cyclical8.5%
Industrials8.1%
Financial Services5.1%
Utilities2.3%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202635$252.4m
Q1 202641$232.8m

How concentrated is Eos Management, L.P.'s portfolio?

Across every quarter Eos Management, L.P. has filed, its median largest position is 31.9% of the book and its median top-ten weight is 64.6%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 9.0 completed holding spells, the median lasted 1.0 quarters; 35.0 positions are still open and their final length is unknown.