Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
13D Management LLC (CIK 1600133) reported $64.5M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TWLO ($7.6M, 11.85%), VSAT ($7.5M, 11.70%), ACHC ($6.9M, 10.66%), PSO ($6.0M, 9.33%), ALV ($5.9M, 9.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TWLO | TWILIO INC | $7.6M | 11.85% | 60,755 | Hold |
| 2 | VSAT | VIASAT INC | $7.5M | 11.70% | 164,750 | Trimmed |
| 3 | ACHC | ACADIA HEALTHCARE COMPANY IN | $6.9M | 10.66% | 294,000 | New |
| 4 | PSO | PEARSON PLC | $6.0M | 9.33% | 458,338 | Hold |
| 5 | ALV | AUTOLIV INC | $5.9M | 9.10% | 55,839 | Hold |
| 6 | CRL | CHARLES RIV LABS INTL INC | $4.5M | 6.90% | 25,800 | Trimmed |
| 7 | MRCY | MERCURY SYS INC | $4.4M | 6.83% | 60,462 | Trimmed |
| 8 | EXEL | EXELIXIS INC | $4.3M | 6.74% | 101,335 | Trimmed |
| 9 | ITGR | INTEGER HLDGS CORP | $4.1M | 6.41% | 47,000 | Hold |
| 10 | ETSY | ETSY INC | $3.6M | 5.57% | 71,836 | Hold |
| 11 | FUN | SIX FLAGS ENTERTAINMENT CORP | $3.3M | 5.13% | 186,500 | Hold |
| 12 | TRIP | TRIPADVISOR INC | $3.2M | 4.96% | 300,000 | Hold |
| 13 | WK | WORKIVA INC | $3.1M | 4.81% | 52,000 | Hold |
| 14 | BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 15 | LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | Exited |
| 16 | SWX | SOUTHWEST GAS HLDGS INC | $0 | 0.00% | 0 | Exited |
| 17 | WEX | WEX INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31