Terminal · Institutions

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

Springhouse Capital Management, LP 13F Holdings -- Portfolio & Top Positions (2023-09-30)

Springhouse Capital Management, LP (CIK 1660086) reported $55.3M across 19 reported positions in its SEC 13F filing for 2023-09-30. Largest positions: REAL ($17.3M, 31.25%), C ($8.8M, 15.91%), WILC ($6.6M, 11.89%), REAL ($5.2M, 9.44%), EXPE ($3.5M, 6.34%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1REALTHE REALREAL INC$17.3M31.25%37.3MAdded
2CCITIGROUP INC$8.8M15.91%213,797Hold
3WILCG WILLI FOOD INTL LTD$6.6M11.89%635,654Hold
4REALTHE REALREAL INC$5.2M9.44%7.4MAdded
5EXPEEXPEDIA GROUP INC$3.5M6.34%34,000Hold
6GBLIGLOBAL INDEMNITY GROUP LLC$3.5M6.32%101,622Trimmed
7BURBURFORD CAP LTD$2.0M3.60%142,147Trimmed
8ETENERGY TRANSFER L P$1.5M2.73%107,700Hold
9BABAALIBABA GROUP HLDG LTD$1.5M2.67%17,000Hold
10GELGENESIS ENERGY L P$1.1M1.94%103,948Trimmed
11VIPSVIPSHOP HLDGS LTD$909,5281.65%56,810Hold
12VTRSVIATRIS INC$690,2001.25%70,000Hold
13AMCAMC ENTMT HLDGS INC$559,3001.01%70,000New
14TMETENCENT MUSIC ENTMT GROUP$524,4360.95%82,200Hold
15UBSUBS GROUP AG$505,3250.91%20,500Hold
16REALTHE REALREAL INC$361,1180.65%171,146Trimmed
17SKINTHE BEAUTY HEALTH COMPANY$289,6700.52%48,118New
18ASPSALTISOURCE PORTFOLIO SOLNS S$172,4120.31%43,211Hold
19BCOVBRIGHTCOVE INC$141,7990.26%43,100Hold
20FARMFARMER BROS CO$88,1200.16%34,155Hold
21ICADICAD INC$83,3560.15%39,505Hold
22PRPLPURPLE INNOVATION INC$43,8150.08%25,623New
23AKAA K A BRANDS HLDG CORP$00.00%0Exited
24CLMTCALUMET SPECIALTY PRODS PART$00.00%0Exited
25SPNTSIRIUSPOINT LTD$00.00%0Exited

Source: SEC Form 13F filings · as of 2023-09-30