MondegarAI
EASTERLY INVESTMENT PARTNERS LLC

Q3 2024 · 13F-HR

EASTERLY INVESTMENT PARTNERS LLCholdings as filed

Filed 2024-11-01 · accession 0001214659-24-018238

$1.25B
Reported value
201
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$162.1M13.0%282,594CommonSOLE
060505104BACBANK AMERICA CORP$27.4M2.20%690,897CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$24.5M1.96%116,019CommonSOLE
17275R102CSCOCISCO SYS INC$24.2M1.94%455,369CommonSOLE
201723103CMCCOMMERCIAL METALS CO$22.3M1.79%406,047CommonSOLE
12621E103CNOCNO FINL GROUP INC$21.4M1.72%609,624CommonSOLE
534187109LNCLINCOLN NATL CORP IND$19.8M1.59%628,329CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$18.2M1.46%475,214CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$17.5M1.40%389,498CommonSHARED
302491303FMCFMC CORP$17.5M1.40%265,209CommonSOLE
683715106OTEXOPEN TEXT CORP$17.0M1.36%509,800CommonSOLE
031162100AMGNAMGEN INC$16.7M1.34%51,948CommonSOLE
963320106WHRWHIRLPOOL CORP$16.2M1.30%151,157CommonSOLE
59156R108METMETLIFE INC$16.0M1.29%194,485CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$15.3M1.23%214,233CommonSOLE
92556V106VTRSVIATRIS INC$15.1M1.21%1,303,858CommonSHARED
28852N109EFCELLINGTON FINANCIAL INC$15.1M1.21%1,172,473CommonSOLE
478160104JNJJOHNSON & JOHNSON$14.4M1.15%88,650CommonSOLE
30040W108ESEVERSOURCE ENERGY$14.0M1.13%206,383CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$14.0M1.12%180,010CommonSHARED
24665A103DKDELEK US HLDGS INC NEW$14.0M1.12%744,039CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$13.7M1.10%225,792CommonSOLE
58933Y105MRKMERCK & CO INC$13.6M1.09%119,853CommonSOLE
260557103DOWDOW INC$13.6M1.09%249,004CommonSHARED
172967424CCITIGROUP INC$13.4M1.07%213,404CommonSOLE
464287226AGGISHARES TR$13.3M1.07%131,350CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$13.1M1.05%502,551CommonSOLE
302520101FNBF N B CORP$12.8M1.02%905,662CommonSOLE
000957100ABMABM INDS INC$12.8M1.02%242,140CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$12.4M1.00%136,306CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$12.2M0.98%204,961CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$12.2M0.98%91,616CommonSOLE
127097103CTRACOTERRA ENERGY INC$12.1M0.97%505,273CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$11.9M0.95%61,755CommonSOLE
68389X105ORCLORACLE CORP$11.4M0.91%66,729CommonSOLE
74766Q101QTRXQUANTERIX CORP$11.4M0.91%876,133CommonSHARED
094235108BLMNBLOOMIN BRANDS INC$11.2M0.90%676,157CommonSOLE
45378A106IRTINDEPENDENCE RLTY TR INC$11.1M0.89%543,000CommonSOLE
15135B101CNCCENTENE CORP DEL$10.9M0.87%144,545CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$10.8M0.87%234,813CommonSOLE
719405102PLABPHOTRONICS INC$10.2M0.82%411,188CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$10.0M0.80%101,123CommonSHARED
917047102URBNURBAN OUTFITTERS INC$9.9M0.80%259,081CommonSOLE
95082P105WCCWESCO INTL INC$9.7M0.78%57,725CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$9.5M0.76%19,221CommonSHARED
03064D108COLDAMERICOLD REALTY TRUST INC$9.4M0.76%334,081CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$9.4M0.75%254,114CommonSOLE
56585A102MPCMARATHON PETE CORP$9.3M0.74%56,995CommonSOLE
254687106DISDISNEY WALT CO$9.3M0.74%96,321CommonSOLE
253868103DLRDIGITAL RLTY TR INC$9.0M0.72%55,806CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$8.9M0.71%51,339CommonSHARED
464287242LQDISHARES TR$8.9M0.71%78,690CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$8.6M0.69%239,878CommonSOLE
931142103WMTWALMART INC$7.9M0.63%97,806CommonSHARED
165167735EXECHESAPEAKE ENERGY CORP$7.9M0.63%95,941CommonSHARED
98956P102ZBHZIMMER BIOMET HOLDINGS INC$7.8M0.63%72,581CommonSOLE
20030N101CMCSACOMCAST CORP NEW$7.8M0.63%187,031CommonSHARED
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$7.6M0.61%109,679CommonSOLE
464287176TIPISHARES TR$7.6M0.61%69,080CommonSOLE
166764100CVXCHEVRON CORP NEW$7.6M0.61%51,271CommonSHARED
87612E106TGTTARGET CORP$7.4M0.60%47,661CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$7.4M0.59%147,735CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$7.1M0.57%96,577CommonNONE
929089100VOYAVOYA FINANCIAL INC$6.7M0.54%84,875CommonSHARED
550021109LULULULULEMON ATHLETICA INC$6.6M0.53%24,447CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$6.6M0.53%253,000CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$6.3M0.50%76,352CommonSOLE
004239109AKRACADIA RLTY TR$6.2M0.50%265,096CommonSOLE
53566V106LINELINEAGE INC$6.1M0.49%77,825CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$5.7M0.46%206,060CommonSOLE
256746108DLTRDOLLAR TREE INC$5.7M0.46%81,588CommonSOLE
67077M108NTRNUTRIEN LTD$5.7M0.46%118,957CommonSOLE
63633D104NHINATIONAL HEALTH INVS INC$5.6M0.45%67,000CommonSOLE
500754106KHCKRAFT HEINZ CO$5.5M0.44%157,479CommonSHARED
011532108AGIALAMOS GOLD INC NEW$5.4M0.43%269,307CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$5.3M0.43%75,570CommonSHARED
17243V102CNKCINEMARK HLDGS INC$5.2M0.42%188,477CommonSOLE
09260D107BXBLACKSTONE INC$5.2M0.42%33,946CommonSHARED
81211K100SDASEALED AIR CORP NEW$5.1M0.41%141,627CommonSHARED
11777Q209BTGB2GOLD CORP$5.1M0.41%1,642,235CommonSOLE
26884L109EQTEQT CORP$4.9M0.39%133,838CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$4.9M0.39%34,748CommonSHARED
76131N101ROICUSDRETAIL OPPORTUNITY INVTS COR$4.6M0.37%289,654CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.4M0.35%9,564CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$4.4M0.35%214,974CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$4.0M0.32%50,244CommonSOLE
680033107ONBOLD NATL BANCORP IND$3.9M0.32%211,493CommonSOLE
200340107CMACOMERICA INC$3.8M0.30%63,415CommonSOLE
75281A109RRCRANGE RES CORP$3.7M0.30%120,559CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$3.7M0.30%110,264CommonSOLE
883203101TXTTEXTRON INC$3.7M0.29%41,305CommonSHARED
92189F791GDXJVANECK ETF TRUST$3.5M0.28%72,112CommonSOLE
49177J102KVUEKENVUE INC$3.4M0.28%148,991CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$3.3M0.26%69,179CommonSOLE
80105N105SNYSANOFI$3.1M0.25%54,410CommonSOLE
29444U700EQIXEQUINIX INC$3.1M0.25%3,520CommonSOLE
92340V107016VEREN INC$2.8M0.22%452,380CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$2.8M0.22%216,417CommonSOLE
565849106MRO*MARATHON OIL CORP$2.7M0.22%101,257CommonSOLE
88146M101TRNOTERRENO RLTY CORP$2.7M0.21%39,806CommonSOLE
247361702DALDELTA AIR LINES INC DEL$2.6M0.21%50,755CommonSOLE
146280508SILASILA REALTY TRUST INC$2.4M0.20%96,639CommonSOLE
12653C108CNXCNX RES CORP$2.4M0.19%73,750CommonSOLE
74340W103PLDPROLOGIS INC.$2.3M0.19%18,448CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$2.3M0.19%134,700CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.2M0.18%13,510CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.2M0.18%38,873CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$2.2M0.17%56,158CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.2M0.17%5,617CommonSOLE
109641100EATBRINKER INTL INC$2.2M0.17%28,167CommonSOLE
92840M102VSTVISTRA CORP$2.1M0.17%18,000CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$2.1M0.17%154,151CommonSOLE
097023105BABOEING CO$2.1M0.17%13,622CommonSHARED
845467109SWN1EURSOUTHWESTERN ENERGY CO$2.1M0.17%290,223CommonSOLE
M5425M103INMDINMODE LTD$2.1M0.17%121,589CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$2.1M0.17%72,210CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$2.0M0.16%19,430CommonSOLE
695127100PCRXPACIRA BIOSCIENCES INC$2.0M0.16%134,484CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.0M0.16%16,700CommonSOLE
037833100AAPLAPPLE INC$1.9M0.15%8,267CommonSHARED
57667L107MTCHMATCH GROUP INC NEW$1.9M0.15%49,519CommonSOLE
607828100MODMODINE MFG CO$1.8M0.15%13,874CommonSOLE
146229109CRICARTERS INC$1.8M0.15%27,933CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$1.8M0.14%50,601CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.8M0.14%17,211CommonSHARED
78464A870XBISPDR SER TR$1.8M0.14%18,061CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.8M0.14%22,092CommonSOLE
46187W107INVHINVITATION HOMES INC$1.8M0.14%50,000CommonSOLE
00162Q452AMLPALPS ETF TR$1.7M0.14%36,618CommonSOLE
880779103TEXTEREX CORP NEW$1.7M0.14%32,490CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$1.7M0.14%43,951CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$1.7M0.14%14,530CommonSOLE
95040Q104WELLWELLTOWER INC$1.7M0.13%13,012CommonSOLE
067806109BUSDBARNES GROUP INC$1.7M0.13%41,180CommonSOLE
31428X106FDXFEDEX CORP$1.7M0.13%6,034CommonSHARED
71880K101PHINPHINIA INC$1.6M0.13%34,790CommonSOLE
68404V100OPTINOSE INC$1.6M0.13%2,359,239CommonSOLE
740444104PLPCPREFORMED LINE PRODS CO$1.6M0.13%12,189CommonSHARED
517834107LVSLAS VEGAS SANDS CORP$1.5M0.12%30,437CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.5M0.12%15,390CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$1.5M0.12%11,076CommonSOLE
902681105UGIUGI CORP NEW$1.5M0.12%59,238CommonSOLE
693656100PVHPVH CORPORATION$1.4M0.12%14,347CommonSOLE
403949100DINOHF SINCLAIR CORP$1.4M0.11%30,691CommonSOLE
670346105NUENUCOR CORP$1.4M0.11%9,000CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$1.3M0.10%16,692CommonSOLE
046224101ASTEASTEC INDS INC$1.3M0.10%40,631CommonSOLE
42809H107HESHESS CORP$1.3M0.10%9,303CommonSHARED
00081T108ACCOACCO BRANDS CORP$1.2M0.10%222,762CommonSOLE
00287Y109ABBVABBVIE INC$1.2M0.10%6,165CommonSOLE
163851108CCCHEMOURS CO$1.2M0.10%59,831CommonSOLE
238337109PLAYDAVE & BUSTERS ENTMT INC$1.2M0.09%34,541CommonSOLE
457985208IARTINTEGRA LIFESCIENCES HLDGS C$1.1M0.09%61,454CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.1M0.09%1,910CommonSOLE
74167P108BCBUSDPRIMO WATER CORPORATION$1.1M0.09%44,040CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$1.1M0.09%9,000CommonSOLE
27923Q109ECVTECOVYST INC$1.1M0.09%155,296CommonSOLE
464287465EFAISHARES TR$1.0M0.08%12,461CommonSOLE
94987B105XEADXALLSPRING INCOME OPPORTUNIT$1.0M0.08%145,231CommonSOLE
64110D104NTAPNETAPP INC$990,4270.08%8,019CommonSOLE
254543101DIODDIODES INC$923,6650.07%14,412CommonSOLE
48123V102ZDZIFF DAVIS INC$919,1870.07%18,890CommonSOLE
G7S00T104PNRPENTAIR PLC$914,3370.07%9,350CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$814,3320.07%15,800CommonSOLE
969457100WMBWILLIAMS COS INC$756,2500.06%16,566CommonSHARED
464287481IWPISHARES TR$755,1130.06%6,438CommonSOLE
67103X102OFGOFG BANCORP$730,3540.06%16,259CommonSOLE
693718108PCARPACCAR INC$717,8970.06%7,275CommonSOLE
464287234EEMISHARES TR$646,3510.05%14,094CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$618,4620.05%2,600CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS$604,6990.05%46,587CommonSOLE
554489104VREVERIS RESIDENTIAL INC$570,6090.05%31,949CommonSOLE
464288687PFFISHARES TR$567,4350.05%17,076CommonSOLE
464287457SHYISHARES TR$559,9320.04%6,734CommonSOLE
717081103PFEPFIZER INC$558,5420.04%19,300CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$558,0000.04%15,000CommonSOLE
157085101CERSCERUS CORP$545,5280.04%313,522CommonSHARED
46429B598INDAISHARES TR$539,0610.04%9,210CommonSOLE
438333106HNSTHONEST CO INC$535,5000.04%150,000CommonSOLE
00214Q104ARKKARK ETF TR$522,8300.04%11,000CommonSOLE
02079K305GOOGLALPHABET INC$464,7290.04%2,802CommonSHARED
37045V100GMGENERAL MTRS CO$455,9780.04%10,169CommonSOLE
18482P103CLFDCLEARFIELD INC$453,1830.04%11,632CommonSOLE
489170100KMTKENNAMETAL INC$443,7920.04%17,115CommonSOLE
548661107LOWLOWES COS INC$341,8130.03%1,262CommonSHARED
464287648IWOISHARES TR$332,2800.03%1,170CommonSOLE
617446448MSMORGAN STANLEY$328,4600.03%3,151CommonSHARED
78667J108SG7SAGE THERAPEUTICS INC$325,6360.03%45,102CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$325,4360.03%5,514CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$314,2450.03%1,700CommonSOLE
369604301GEGE AEROSPACE$308,7050.02%1,637CommonSOLE
003009867FAXABRDN ASIA PACIFIC INCOME FU$286,0390.02%16,439CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$236,0700.02%3,000CommonSOLE
922908538VOTVANGUARD INDEX FDS$223,2620.02%917CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$221,0800.02%1,000CommonSOLE
359664109FLGTFULGENT GENETICS INC$207,6950.02%9,558CommonSHARED
244199105DEDEERE & CO$204,4920.02%490CommonSHARED
74347B425SH1USDPROSHARES TR$151,9000.01%14,000CommonSOLE
27616P103EASTERLY GOVT PPTYS INC$140,4720.01%10,344CommonSOLE
01671P100ALLKGUSDALLAKOS INC$16,3300.00%25,000CommonSOLE
04746L104ATHIRA PHARMA INC$14,9410.00%33,500CommonSOLE

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.