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Teleios Capital Partners GmbH: 13F holdings, Q3 2025

Hedge fund · SEC EDGAR filings (CIK 1690451) · Explore on the interactive board

Teleios Capital Partners GmbH disclosed 1 US equity positions worth $65.7m in its Q3 2025 13F filing (holdings as of September 30, 2025, filed November 12, 2025). Its largest position is NX at 100.0% of the reported book. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 1 equal-weight positions. Note: this manager's most recent filing is 3 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$65.7mreported US equity book
1positions
100.0%largest position
100.0%top 10 weight
1.0effective positions (1/HHI)
4quarters on file since Q4 2024

What does Teleios Capital Partners GmbH own? Top holdings as of September 30, 2025

Change is measured in shares against the previous filing (Q2 2025), so price moves do not read as decisions. This quarter: 0 new, 0 added, 0 reduced, 0 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 NX QUANEX BLDG PRODS CORP Industrials 100.0%$65.7m4,621,879 0% held

Sector mix

SectorWeight
Industrials100.0%

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

Filing history

QuarterPositionsEquity value
Q3 20251$65.7m
Q2 20251$87.4m
Q1 20251$85.9m
Q4 20241$112.0m

How concentrated is Teleios Capital Partners GmbH's portfolio?

Across every quarter Teleios Capital Partners GmbH has filed, its median largest position is 100.0% 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%).