Fivespan Partners, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Fivespan Partners, LP disclosed 6 US equity positions worth $364.9m in its Q4 2025 13F filing. The largest position was QIAGEN NV at 34.9% of the reported book, followed by OUT and BL.
What did Fivespan Partners, LP own in Q4 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | QIAGEN NV | 34.9% | $127.3m | 2,830,783 | – | ||
| 2 | OUT OUTFRONT MEDIA INC | Real Estate | 23.0% | $83.8m | 3,477,536 | – | |
| 3 | BL BLACKLINE INC | Technology | 14.0% | $51.2m | 926,044 | – | |
| 4 | APPN APPIAN CORP | Technology | 13.3% | $48.7m | 1,375,000 | – | |
| 5 | NYT NEW YORK TIMES CO | Communication Services | 12.6% | $46.0m | 662,466 | – | |
| 6 | CCO CLEAR CHANNEL OUTDOOR HLDGS | Communication Services | 2.2% | $7.9m | 3,571,104 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.