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Sagewood Asset Management LP

Q4 2025 · 13F-HR

Sagewood Asset Management LPholdings as filed

Filed 2026-02-17 · accession 0001172661-26-000956

$281.6M
Reported value
264
Positions
2025-12-31
Period end
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The Brief · Sagewood Asset Management LP · Q4 2025

AI · grounded in 13F

Sagewood Asset Management LP established a new position in BRK/B valued at $29.9M. The fund also initiated new stakes in BRK/A for $14.3M and MSFT for $12.5M. Additional new positions include AAPL at $11.7M and NVDA at $11.1M. Total assets under management stand at $281.6M across 264 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$29.9M10.6%59,502CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$14.3M5.09%19CommonSOLE
594918104MSFTMICROSOFT CORP$12.5M4.42%25,764CommonSOLE
037833100AAPLAPPLE INC$11.7M4.14%42,931CommonSOLE
67066G104NVDANVIDIA CORPORATION$11.1M3.96%59,738CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$8.7M3.11%9,950CommonSOLE
02079K305GOOGLALPHABET INC$8.7M3.09%27,791CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$8.1M2.86%25,034CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6.8M2.40%7,841CommonSOLE
025816109AXPAMERICAN EXPRESS CO$6.7M2.37%18,015CommonSOLE
713448108PEPPEPSICO INC$6.1M2.16%42,344CommonSOLE
023135106AMZNAMAZON COM INC$5.7M2.03%24,811CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$5.4M1.91%21,840CommonSOLE
11135F101AVGOBROADCOM INC$3.7M1.30%10,552CommonSOLE
427866108HSYHERSHEY CO$3.3M1.16%17,897CommonSOLE
30303M102METAMETA PLATFORMS INC$3.2M1.14%4,881CommonSOLE
337738108FISVFISERV INC$2.7M0.96%40,251CommonSOLE
482480100KLACKLA CORP$2.6M0.93%2,147CommonSOLE
88160R101TSLATESLA INC$2.6M0.91%5,725CommonSOLE
03674X106ARANTERO RESOURCES CORP$2.6M0.91%74,559CommonSOLE
02079K107GOOGALPHABET INC$2.5M0.90%8,116CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.5M0.90%12,203CommonSOLE
532457108LLYELI LILLY & CO$2.5M0.89%2,342CommonSOLE
040413205ANETARISTA NETWORKS INC$2.4M0.86%18,411CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$2.1M0.73%73,967CommonSOLE
617446448MSMORGAN STANLEY$1.9M0.68%10,765CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.7M0.60%5,725CommonSOLE
534187109LNCLINCOLN NATL CORP IND$1.6M0.56%35,728CommonSOLE
371901109GNTXGENTEX CORP$1.5M0.54%65,937CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.5M0.54%6,228CommonSOLE
252131107DXCMDEXCOM INC$1.5M0.52%22,272CommonSOLE
64110L106NFLXNETFLIX INC$1.4M0.49%14,750CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.3M0.47%11,044CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$1.3M0.45%85,690CommonSOLE
057665200BCPCBALCHEM CORP$1.2M0.44%8,100CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.2M0.44%4,245CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.2M0.43%9,903CommonSOLE
00912X302ALAIR LEASE CORP$1.2M0.42%18,529CommonSOLE
75281A109RRCRANGE RES CORP$1.2M0.42%33,420CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.2M0.41%6,555CommonSOLE
369604301GEGE AEROSPACE$1.1M0.41%3,722CommonSOLE
00287Y109ABBVABBVIE INC$1.1M0.40%4,947CommonSOLE
231021106CMICUMMINS INC$1.1M0.38%2,099CommonSOLE
75513E101RTXRTX CORPORATION$1.1M0.38%5,783CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.1M0.38%6,605CommonSOLE
92826C839VVISA INC$1.1M0.37%2,994CommonSOLE
302520101FNBF N B CORP$1.0M0.37%60,772CommonSOLE
09062X103BIIBBIOGEN INC$1.0M0.37%5,899CommonSOLE
02209S103MOALTRIA GROUP INC$1.0M0.36%17,763CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.0M0.36%5,248CommonSOLE
053807103AVTAVNET INC$1.0M0.36%21,049CommonSOLE
437076102HDHOME DEPOT INC$1.0M0.36%2,934CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$998,4970.35%12,636CommonSOLE
032654105ADIANALOG DEVICES INC$973,3370.35%3,589CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$946,9440.34%4,608CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$935,0230.33%4,366CommonSOLE
294429105EFXEQUIFAX INC$904,3730.32%4,168CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$891,3370.32%3,103CommonSOLE
20030N101CMCSACOMCAST CORP NEW$886,8660.31%29,671CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$874,0170.31%1,531CommonSOLE
931142103WMTWALMART INC$869,3320.31%7,803CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$847,3990.30%21,464CommonSOLE
857477103STTSTATE STR CORP$844,6280.30%6,547CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$831,8390.30%12,839CommonSOLE
958102105WDCWESTERN DIGITAL CORP$823,1060.29%4,778CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$810,8120.29%12,200CommonSOLE
002824100ABTABBOTT LABS$782,3110.28%6,244CommonSOLE
281020107EIXEDISON INTL$760,1530.27%12,665CommonSOLE
64828T201RITMRITHM CAPITAL CORP$726,5290.26%66,654CommonSOLE
37045V100GMGENERAL MTRS CO$714,6400.25%8,788CommonSOLE
580135101MCDMCDONALDS CORP$711,2010.25%2,327CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$698,5420.25%905CommonSOLE
540424108LLOEWS CORP$692,9400.25%6,580CommonSOLE
58933Y105MRKMERCK & CO INC$678,6110.24%6,447CommonSOLE
36828A101GEVGE VERNOVA INC$677,7520.24%1,037CommonSOLE
00130H105AESAES CORP$664,8170.24%46,361CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$659,4660.23%7,338CommonSOLE
55616P104MMACYS INC$652,7460.23%29,603CommonSOLE
03073E105CORCENCORA INC$647,4670.23%1,917CommonSOLE
103304101BYDBOYD GAMING CORP$643,7320.23%7,552CommonSOLE
69331C108PCGPG&E CORP$634,7650.23%39,500CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$632,2260.22%23,338CommonSOLE
925652109VICIVICI PPTYS INC$627,6100.22%22,319CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$618,9080.22%11,474CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$610,8530.22%23,025CommonSOLE
00206R102TAT&T INC$600,0100.21%24,155CommonSOLE
58155Q103MCKMCKESSON CORP$581,5860.21%709CommonSOLE
733174700BPOPPOPULAR INC$577,6480.21%4,639CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$569,6720.20%3,792CommonSOLE
451107106IDAIDACORP INC$563,3190.20%4,451CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$561,8590.20%403CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$557,7320.20%37,034CommonSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$557,6760.20%8,400CommonSOLE
571903202MARMARRIOTT INTL INC NEW$554,7090.20%1,788CommonSOLE
031162100AMGNAMGEN INC$552,1720.20%1,687CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$538,3070.19%9,216CommonSOLE
92840M102VSTVISTRA CORP$534,8090.19%3,315CommonSOLE
803054204SAPSAP SE$528,3290.19%2,175CommonSOLE
88579Y101MMM3M CO$495,0290.18%3,092CommonSOLE
48251W104KKRKKR & CO INC$491,6900.17%3,857CommonSOLE
060505104BACBANK AMERICA CORP$484,6600.17%8,812CommonSOLE
595112103MUMICRON TECHNOLOGY INC$480,9160.17%1,685CommonSOLE
023608102AEEAMEREN CORP$480,7260.17%4,814CommonSOLE
74340W103PLDPROLOGIS INC.$475,2780.17%3,723CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$473,3780.17%1,434CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$472,1030.17%3,426CommonSOLE
H1467J104CBCHUBB LIMITED$469,7410.17%1,505CommonSOLE
76680R206RNGRINGCENTRAL INC$459,1050.16%15,897CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$451,3700.16%11,082CommonSOLE
552690109MDUMDU RES GROUP INC$445,6810.16%22,832CommonSOLE
601137102MRPMILLROSE PPTYS INC$445,1230.16%14,902CommonSOLE
00724F101ADBEADOBE INC$443,0870.16%1,266CommonSOLE
747525103QCOMQUALCOMM INC$436,0060.15%2,549CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$435,4100.15%13,476CommonSOLE
62955J103NOVNOV INC$416,5240.15%26,649CommonSOLE
548661107LOWLOWES COS INC$412,3840.15%1,710CommonSOLE
74624M102PPURE STORAGE INC$411,7760.15%6,145CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$411,4170.15%2,090CommonSOLE
14316J108CGCARLYLE GROUP INC$408,1550.14%6,905CommonSOLE
G491BT108IVZINVESCO LTD$406,0550.14%15,457CommonSOLE
17275R102CSCOCISCO SYS INC$405,4090.14%5,263CommonSOLE
68389X105ORCLORACLE CORP$404,8280.14%2,077CommonSOLE
448579102HHYATT HOTELS CORP$404,6480.14%2,524CommonSOLE
500255104KSSKOHLS CORP$400,1790.14%19,607CommonSOLE
872590104TMUST-MOBILE US INC$397,5520.14%1,958CommonSOLE
95082P105WCCWESCO INTL INC$396,3170.14%1,620CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$393,8640.14%1,468CommonSOLE
609207105MDLZMONDELEZ INTL INC$392,5820.14%7,293CommonSOLE
126117100CNACNA FINL CORP$390,8950.14%8,188CommonSOLE
49427F108KRCKILROY RLTY CORP$386,5180.14%10,343CommonSOLE
79466L302CRMSALESFORCE INC$382,5300.14%1,444CommonSOLE
15135B101CNCCENTENE CORP DEL$378,9090.13%9,208CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$374,0740.13%9,681CommonSOLE
501889208LKQLKQ CORP$370,7960.13%12,278CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$370,0150.13%5,354CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$367,3340.13%35,118CommonSOLE
758849103REGREGENCY CTRS CORP$366,3420.13%5,307CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$366,1350.13%7,956CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$365,7520.13%4,010CommonSOLE
902973304USBUS BANCORP DEL$363,3820.13%6,810CommonSOLE
68622V106OGNORGANON & CO$363,3760.13%50,680CommonSOLE
922908736VUGVANGUARD INDEX FDS$361,0160.13%740CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$358,8040.13%1,237CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$358,1550.13%1,220CommonSOLE
03831W108APPAPPLOVIN CORP$357,7980.13%531CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$349,1850.12%3,495CommonSOLE
172967424CCITIGROUP INC$347,5030.12%2,978CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$346,9200.12%4,349CommonSOLE
233331107DTEDTE ENERGY CO$345,1500.12%2,676CommonSOLE
717081103PFEPFIZER INC$344,7410.12%13,845CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$342,9020.12%3,202CommonSOLE
811543107SEBSEABOARD CORP DEL$342,2510.12%77CommonSOLE
92343E102VRSNVERISIGN INC$339,4010.12%1,397CommonSOLE
651639106NEMNEWMONT CORP$339,2900.12%3,398CommonSOLE
166764100CVXCHEVRON CORP NEW$337,8930.12%2,217CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$337,1600.12%2,086CommonSOLE
693506107PPGPPG INDS INC$336,0690.12%3,280CommonSOLE
G29183103ETNEATON CORP PLC$335,0730.12%1,052CommonSOLE
30034W106EVRGEVERGY INC$331,1340.12%4,568CommonSOLE
126408103CSXCSX CORP$327,8810.12%9,045CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$324,7730.12%10,058CommonSOLE
254687106DISDISNEY WALT CO$321,2860.11%2,824CommonSOLE
88076W103TDCTERADATA CORP DEL$321,2330.11%10,553CommonSOLE
20602D101CNXCCONCENTRIX CORP$321,1220.11%7,723CommonSOLE
209115104EDCONSOLIDATED EDISON INC$320,2080.11%3,224CommonSOLE
438516106HONHONEYWELL INTL INC$317,0210.11%1,625CommonSOLE
247361702DALDELTA AIR LINES INC DEL$311,9530.11%4,495CommonSOLE
345370860FFORD MTR CO$311,5610.11%23,747CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$310,1940.11%544CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$309,8910.11%636CommonSOLE
11271J107BNBROOKFIELD CORP$309,7580.11%6,750CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$308,9520.11%1,704CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$307,4470.11%3,003CommonSOLE
92936U109WPCWP CAREY INC$306,2250.11%4,758CommonSOLE
37940X102GPNGLOBAL PMTS INC$302,9440.11%3,914CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$302,1500.11%898CommonSOLE
69351T106PPLPPL CORP$301,3820.11%8,606CommonSOLE
552848103MTGMGIC INVT CORP WIS$300,2940.11%10,277CommonSOLE
92556V106VTRSVIATRIS INC$298,8370.11%24,003CommonSOLE
042735100ARWARROW ELECTRS INC$298,4780.11%2,709CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$298,2100.11%4,680CommonSOLE
521865204LEALEAR CORP$294,5220.10%2,570CommonSOLE
92276F100VTRVENTAS INC$288,7050.10%3,731CommonSOLE
03076C106AMPAMERIPRISE FINL INC$288,3200.10%588CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$282,7710.10%1,881CommonSOLE
90353W103UIUBIQUITI INC$282,2090.10%510CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$279,8430.10%2,149CommonSOLE
526107107LIILENNOX INTL INC$276,2950.10%569CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$275,6750.10%8,588CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$274,9580.10%3,214CommonSOLE
778296103ROSTROSS STORES INC$274,5330.10%1,524CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$273,1870.10%1,556CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$271,1520.10%2,690CommonSOLE
907818108UNPUNION PAC CORP$269,2560.10%1,164CommonSOLE
536797103LADLITHIA MTRS INC$268,1900.10%807CommonSOLE
576485205MTDRMATADOR RES CO$267,9240.10%6,313CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$267,0680.09%3,055CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$265,9660.09%926CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$263,8820.09%5,653CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$260,4370.09%6,841CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$259,6950.09%7,801CommonSOLE
45337C102INCYINCYTE CORP$255,1230.09%2,583CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$252,3040.09%6,471CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$252,1380.09%10,497CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$250,8040.09%870CommonSOLE
608190104MHKMOHAWK INDS INC$249,7510.09%2,285CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$247,2960.09%2,788CommonSOLE
458140100INTCINTEL CORP$247,1930.09%6,699CommonSOLE
30161N101EXCEXELON CORP$246,3270.09%5,651CommonSOLE
883203101TXTTEXTRON INC$245,4710.09%2,816CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$243,9120.09%1,506CommonSOLE
26884U109EPREPR PPTYS$243,8610.09%4,887CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$242,6860.09%8,163CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$241,6130.09%6,240CommonSOLE
85423L103SAROSTANDARDAERO INC$241,4000.09%8,417CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$240,8960.09%2,679CommonSOLE
65473P105NINISOURCE INC$240,0360.09%5,748CommonSOLE
372460105GPCGENUINE PARTS CO$239,8950.09%1,951CommonSOLE
553498106MSAMSA SAFETY INC$233,8040.08%1,460CommonSOLE
222795502CUZCOUSINS PPTYS INC$231,7880.08%8,991CommonSOLE
G3922B107GGENPACT LIMITED$230,9530.08%4,937CommonSOLE
457152106INGMINGRAM MICRO HLDG CORP$229,8740.08%10,772CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$227,8030.08%4,109CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$227,1440.08%392CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$224,1990.08%15,980CommonSOLE
651587107NEUNEWMARKET CORP$223,3600.08%325CommonSOLE
G21810109CLVTCLARIVATE PLC$221,3020.08%66,258CommonSOLE
871829107SYYSYSCO CORP$220,1120.08%2,987CommonSOLE
285512109EAELECTRONIC ARTS INC$219,2460.08%1,073CommonSOLE
89832Q109TFCTRUIST FINL CORP$215,9830.08%4,389CommonSOLE
754907103RYNRAYONIER INC$215,2230.08%9,941CommonSOLE
26210C104DBXDROPBOX INC$214,6440.08%7,721CommonSOLE
32051X108FHBFIRST HAWAIIAN INC$213,5570.08%8,441CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$213,2470.08%2,556CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$211,7620.08%4,231CommonSOLE
031100100AMEAMETEK INC$208,5950.07%1,016CommonSOLE
872540109TJXTJX COS INC NEW$207,2460.07%1,349CommonSOLE
887389104TKRTIMKEN CO$206,7070.07%2,457CommonSOLE
L44385109GLOBGLOBANT S A$204,8040.07%3,133CommonSOLE
745867101PHMPULTE GROUP INC$204,7360.07%1,746CommonSOLE
44891N208IACIAC INC$204,4930.07%5,230CommonSOLE
31428X106FDXFEDEX CORP$203,3570.07%704CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$202,9010.07%2,156CommonSOLE
G97822103PRGOPERRIGO CO PLC$177,0480.06%12,719CommonSOLE
013091103ACIALBERTSONS COS INC$175,9070.06%10,245CommonSOLE
959802109WUWESTERN UN CO$121,0300.04%13,000CommonSOLE
82981J851SITCSITE CTRS CORP$117,0370.04%18,230CommonSOLE
95058W100WENWENDYS CO$100,5010.04%12,065CommonSOLE
00090Q103ADTADT INC DEL$85,7280.03%10,623CommonSOLE
00081T108ACCOACCO BRANDS CORP$51,8360.02%13,897CommonSOLE
500688106KOSKOSMOS ENERGY LTD$41,6410.01%45,890CommonSOLE
594960304MVISMICROVISION INC DEL$27,8220.01%33,597CommonSOLE
374163103GERNGERON CORP$25,1020.01%19,017CommonSOLE
019770106ALLOALLOGENE THERAPEUTICS INC$22,7760.01%16,625CommonSOLE
69002R103TEADTEADS HLDG CO$21,9130.01%31,131CommonSOLE
57777K106MXCTMAXCYTE INC$21,0770.01%13,598CommonSOLE
19249H103CHRSCOHERUS ONCOLOGY INC$20,9190.01%14,732CommonSOLE
004397105ARAYACCURAY INC$18,7950.01%22,793CommonSOLE
72815G108MYPSPLAYSTUDIOS INC$16,6970.01%25,629CommonSOLE
00857U107AGLAGILON HEALTH INC$15,8050.01%22,949CommonSOLE
31189P102FATEFATE THERAPEUTICS INC$14,7420.01%15,003CommonSOLE
34385P108LABSTANDARD BIOTOOLS INC$13,1470.00%10,271CommonSOLE
00791N102ADVANTAGE SOLUTIONS INC$12,6790.00%14,408CommonSOLE
05601U105BRCCBRC INC$11,9740.00%10,787CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.