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Garden Investment Management, L.P.: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 2044217) · Explore on the interactive board

Garden Investment Management, L.P. disclosed 2 US equity positions worth $797.9m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is MIDD at 72.9% of the reported book. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 2 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 1, reduced 0 and exited 0. 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.
$797.9mreported US equity book
2positions
72.9%largest position
100.0%top 10 weight
1.65effective positions (1/HHI)
2quarters on file since Q1 2026

What does Garden Investment 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: 0 new, 1 added, 0 reduced, 0 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 MIDD MIDDLEBY CORP Industrials 72.9%$581.3m3,379,737 0% held
2 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 27.1%$216.6m3,944,999 12% added

Sector mix

SectorWeight
Industrials100.0%

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

Filing history

QuarterPositionsEquity value
Q2 20262$797.9m
Q1 20262$585.6m

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

Across every quarter Garden Investment Management, L.P. has filed, its median largest position is 74.7% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).