Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Repertoire Partners LP 13F Holdings -- Portfolio & Top Positions (2025-06-30)

Repertoire Partners LP (CIK 1909393) reported $142.8M across 6 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: SPY ($61.8M, 43.27%), AMBC ($47.8M, 33.48%), IWM ($32.4M, 22.67%), GNW ($587,390, 0.41%), SNBR ($142,585, 0.10%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSPDR S&P 500 ETF TR$61.8M43.27%100,000Hold
2AMBCAMBAC FINL GROUP INC$47.8M33.48%6.7MTrimmed
3IWMISHARES TR$32.4M22.67%150,000New
4GNWGENWORTH FINL INC$587,3900.41%75,500New
5SNBRSLEEP NUMBER CORP$142,5850.10%21,108New
6PRMPERIMETER SOLUTIONS INC$89,8120.06%6,452Trimmed
7ACHCACADIA HEALTHCARE COMPANY IN$00.00%0Exited
8BJBJS WHSL CLUB HLDGS INC$00.00%0Exited
9WISHCONTEXTLOGIC INC$00.00%0Exited
10IASINTEGRAL AD SCIENCE HLDNG CO$00.00%0Exited
11JELDJELD-WEN HLDG INC$00.00%0Exited
12LRFCLOGAN RIDGE FINANCE CORP$00.00%0Exited
13MTCHMATCH GROUP INC NEW$00.00%0Exited
14RSVRRESERVOIR MEDIA INC$00.00%0Exited
15GCIGANNETT CO INC$3580.00%100Trimmed
16HLHECLA MNG CO$5990.00%100New
17TPXSOMNIGROUP INTERNATIONAL INC$6,8050.00%100New

Source: SEC Form 13F filings · as of 2025-06-30