MondegarAI
Concentric Capital Strategies, LP

Q4 2025 · 13F-HR

Concentric Capital Strategies, LPholdings as filed

Filed 2026-02-17 · accession 0001851869-26-000002

$2.08B
Reported value
249
Positions
2025-12-31
Period end
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The Brief · Concentric Capital Strategies, LP · Q4 2025

AI · grounded in 13F

Concentric Capital Strategies, LP closed its position in K for a reduction of $45.3M. The fund established new positions in UPS for $72.6M, CMCSA for $38.5M, and BRK/B for $20.8M. Additionally, the fund exited holdings in STLD, LHX, and COIN.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$494.0M23.8%724,488CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$63.0M3.03%635,200CALLSOLE
20030N101CMCSACOMCAST CORP NEW$38.5M1.85%1,289,000CALLSOLE
594918104MSFTMICROSOFT CORP$36.2M1.74%74,749CommonSOLE
023135106AMZNAMAZON COM INC$31.7M1.52%137,150CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$31.3M1.50%425,179CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$31.1M1.50%120,256CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$28.8M1.39%99,955CommonSOLE
G54950103LINLINDE PLC$22.7M1.09%53,302CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$20.8M1.00%41,440CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$20.7M1.00%105,177CommonSOLE
67066G104NVDANVIDIA CORPORATION$20.4M0.98%109,364CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$20.0M0.96%92,325CommonSOLE
02079K305GOOGLALPHABET INC$19.6M0.94%62,550CommonSOLE
031100100AMEAMETEK INC$18.9M0.91%92,281CommonSOLE
01741R102ATIATI INC$18.6M0.89%161,956CommonSOLE
775711104ROLROLLINS INC$18.4M0.88%305,923CommonSOLE
512807306LRCXLAM RESEARCH CORP$17.4M0.84%101,760CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$17.0M0.82%29,303CommonSOLE
06748M196VXXBARCLAYS BANK PLC$16.9M0.81%639,725CommonSOLE
17275R102CSCOCISCO SYS INC$16.8M0.81%217,891CommonSOLE
044186104ASHASHLAND INC$16.6M0.80%282,919CommonSOLE
037833100AAPLAPPLE INC$16.6M0.80%61,008CommonSOLE
55306N104MKSIMKS INC.$16.4M0.79%102,590CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$16.2M0.78%104,643CommonSOLE
349381103FIGRFIGURE TECHNOLOGY SOLUTIO$15.5M0.74%378,719CommonSOLE
45167R104IEXIDEX CORP$14.7M0.70%82,400CommonSOLE
038222105AMATAPPLIED MATLS INC$14.5M0.70%56,555CommonSOLE
595112103MUMICRON TECHNOLOGY INC$14.0M0.67%48,882CommonSOLE
H50430232LOGILOGITECH INTL S A$13.5M0.65%134,500PUTSOLE
G51502105JCIJOHNSON CTLS INTL PLC$13.5M0.65%112,520CommonSOLE
95082P105WCCWESCO INTL INC$13.4M0.64%54,679CommonSOLE
466313103JBLJABIL INC$13.4M0.64%58,597CommonSOLE
126408103CSXCSX CORP$13.4M0.64%368,457CommonSOLE
701094104PHPARKER-HANNIFIN CORP$13.3M0.64%15,079CommonSOLE
172967424CCITIGROUP INC$13.2M0.64%113,476CommonSOLE
617446448MSMORGAN STANLEY$13.2M0.64%74,574CommonSOLE
278865100ECLECOLAB INC$13.2M0.64%50,318CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$13.1M0.63%248,400CALLSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$13.1M0.63%64,345CommonSOLE
012653101ALBALBEMARLE CORP$13.0M0.62%91,881CommonSOLE
16679L109CHWYCHEWY INC$12.8M0.62%387,375CommonSOLE
750940108RALRALLIANT CORP$12.7M0.61%249,146CommonSOLE
835495102SONSONOCO PRODS CO$12.6M0.61%289,417CommonSOLE
577933104MMSMAXIMUS INC$12.5M0.60%145,014CommonSOLE
219350105GLWCORNING INC$12.5M0.60%142,805CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$11.7M0.56%78,194CommonSOLE
629377508NRGNRG ENERGY INC$11.6M0.56%73,038CommonSOLE
254687106DISDISNEY WALT CO$11.5M0.55%101,171CommonSOLE
79466L302CRMSALESFORCE INC$11.5M0.55%43,401CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$11.4M0.55%86,478CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$11.3M0.55%113,500CommonSOLE
216648501COOCOOPER COS INC$11.1M0.53%135,663CommonSOLE
94419L101WWAYFAIR INC$11.1M0.53%110,305CommonSOLE
369550108GDGENERAL DYNAMICS CORP$11.0M0.53%32,578CommonSOLE
09290D101BLKBLACKROCK INC$10.9M0.52%10,179CommonSOLE
988498101YUMYUM BRANDS INC$10.8M0.52%71,706CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$10.8M0.52%34,467CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$10.8M0.52%27,653CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$10.7M0.51%248,976CommonSOLE
887389104TKRTIMKEN CO$10.5M0.50%124,316CommonSOLE
257651109DCIDONALDSON INC$10.4M0.50%117,103CommonSOLE
21874C102CNMCORE & MAIN INC$10.4M0.50%199,632CommonSOLE
78464A888XHBSPDR SERIES TRUST$10.3M0.50%100,117CommonSOLE
718172109PMPHILIP MORRIS INTL INC$10.2M0.49%63,766CommonSOLE
009066101ABNBAIRBNB INC$10.1M0.49%74,562CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$9.9M0.47%2,251,999CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$9.5M0.46%96,247CommonSOLE
143658300CCL1EURCARNIVAL CORP$9.5M0.46%310,413CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$9.3M0.45%373,897CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$9.1M0.44%89,482CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$9.1M0.44%122,836CommonSOLE
093712107BEBLOOM ENERGY CORP$9.0M0.43%103,456CommonSOLE
142339100CSLCARLISLE COS INC$8.9M0.43%27,875CommonSOLE
73278L105POOLPOOL CORP$8.8M0.42%38,453CommonSOLE
36828A101GEVGE VERNOVA INC$8.8M0.42%13,414CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$8.8M0.42%202,100PUTSOLE
576690101MTRNMATERION CORP$7.7M0.37%61,538CommonSOLE
729132100PLXSPLEXUS CORP$7.6M0.37%51,998CommonSOLE
536797103LADLITHIA MTRS INC$7.5M0.36%22,688CommonSOLE
88160R101TSLATESLA INC$7.3M0.35%16,180CommonSOLE
64111Q104NTGRNETGEAR INC$7.0M0.34%286,176CommonSOLE
032095101APHAMPHENOL CORP NEW$7.0M0.34%51,675CommonSOLE
81211K100SDASEALED AIR CORP NEW$7.0M0.34%168,400PUTSOLE
Y2573F102FLEXFLEX LTD$6.5M0.31%106,913CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$6.4M0.31%69,044CommonSOLE
G25508105CRHCRH PLC$6.4M0.31%51,139CommonSOLE
596278101MIDDMIDDLEBY CORP$6.2M0.30%41,965CommonSOLE
55024U109LITELUMENTUM HLDGS INC$6.0M0.29%16,175CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.8M0.28%28,235CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$5.7M0.28%40,332CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$5.7M0.28%58,200CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$5.7M0.27%116,950CommonSOLE
87422Q109TLNTALEN ENERGY CORP$5.7M0.27%15,122CommonSOLE
94106L109WMWASTE MGMT INC DEL$5.5M0.26%25,049CommonSOLE
19247G107COHRCOHERENT CORP$5.5M0.26%29,697CommonSOLE
760759100RSGREPUBLIC SVCS INC$5.4M0.26%25,416CommonSOLE
311900104FASTFASTENAL CO$5.4M0.26%133,979CommonSOLE
384802104GWWWW GRAINGER INC$5.3M0.26%5,288CommonSOLE
75734B100RDDTREDDIT INC$5.2M0.25%22,657CommonSOLE
83304A106SNAPSNAP INC$5.1M0.24%628,400CALLSOLE
34965K107FTREFORTREA HLDGS INC$5.1M0.24%293,924CommonSOLE
679295105OKTAOKTA INC$5.0M0.24%57,394CommonSOLE
754907103RYNRAYONIER INC$4.9M0.24%227,288CommonSOLE
92826C839VVISA INC$4.7M0.23%13,366CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$4.7M0.22%8,194CommonSOLE
860630102SFSTIFEL FINL CORP$4.3M0.21%34,271CommonSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$4.3M0.20%92,549CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$4.2M0.20%104,841CommonSOLE
09624H208BXCBLUELINX HLDGS INC$4.2M0.20%67,696CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$4.0M0.19%16,376CommonSOLE
247361702DALDELTA AIR LINES INC DEL$3.9M0.19%56,283CommonSOLE
75524B104RBCRBC BEARINGS INC$3.8M0.18%8,400CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$3.7M0.18%21,578CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$3.6M0.17%32,385CommonSOLE
024061103DCHAMERICAN AXLE & MFG HLDGS IN$3.6M0.17%563,311CommonSOLE
26969P108EXPEAGLE MATLS INC$3.6M0.17%17,413CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$3.6M0.17%20,930CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$3.5M0.17%100,918CommonSOLE
98419M100XYLXYLEM INC$3.2M0.15%23,370CommonSOLE
13321L108CCJCAMECO CORP$3.0M0.15%33,332CommonSOLE
53656G498MAGSLISTED FDS TR$3.0M0.15%46,109CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.0M0.15%8,172CommonSOLE
038336103ATRAPTARGROUP INC$3.0M0.14%24,416CommonSOLE
69370C100PTCPTC INC$2.9M0.14%16,794CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.9M0.14%3,364CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$2.8M0.14%40,968CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$2.8M0.14%4,519CommonSOLE
008073108AVAVAEROVIRONMENT INC$2.7M0.13%11,341CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$2.7M0.13%35,293CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$2.5M0.12%155,459CommonSOLE
759509102RSRELIANCE INC$2.5M0.12%8,574CommonSOLE
579780206MKCMCCORMICK & CO INC$2.4M0.12%35,808CommonSOLE
871829107SYYSYSCO CORP$2.4M0.12%32,843CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.4M0.12%8,099CommonSOLE
427866108HSYHERSHEY CO$2.3M0.11%12,720CommonSOLE
929160109VMCVULCAN MATLS CO$2.3M0.11%8,113CommonSOLE
052769106ADSKAUTODESK INC$2.3M0.11%7,774CommonSOLE
278768106SATSECHOSTAR CORP$2.2M0.11%20,655CommonSOLE
72703X106PLPLANET LABS PBC$2.2M0.11%113,394CommonSOLE
485924104KRMNKARMAN HLDGS INC$2.2M0.11%30,369CommonSOLE
369604301GEGE AEROSPACE$2.2M0.11%7,194CommonSOLE
458140100INTCINTEL CORP$2.2M0.11%59,785CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2.2M0.11%6,770CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$2.2M0.10%29,603CommonSOLE
75776W103RDWREDWIRE CORPORATION$2.1M0.10%279,970CommonSOLE
36241U106GSITGSI TECHNOLOGY INC$2.1M0.10%340,664CommonSOLE
92892B103VOYGVOYAGER TECHNOLOGIES INC$2.1M0.10%80,880CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.1M0.10%25,813CommonSOLE
189054109CLXCLOROX CO DEL$2.1M0.10%20,496CommonSOLE
31816X106FLYFIREFLY AEROSPACE INC$2.1M0.10%92,142CommonSOLE
91532F102UMACUNUSUAL MACHS INC$2.1M0.10%161,097CommonSOLE
30303M102METAMETA PLATFORMS INC$2.0M0.10%3,091CommonSOLE
46429B697USMVISHARES TR$2.0M0.10%21,525CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$2.0M0.10%19,928CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$2.0M0.10%8,949CommonSOLE
097023105BABOEING CO$1.9M0.09%8,929CommonSOLE
68236H204ONDSONDAS HLDGS INC$1.9M0.09%198,525CommonSOLE
947913109IVESWEDBUSH SER TR$1.9M0.09%60,542CommonSOLE
695156109PKGPACKAGING CORP AMER$1.9M0.09%9,238CommonSOLE
980745103WWDWOODWARD INC$1.9M0.09%6,204CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.9M0.09%3,623CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.8M0.09%8,635CommonSOLE
464288786IAKISHARES TR$1.8M0.09%13,423CommonSOLE
67059N108NTNXNUTANIX INC$1.8M0.09%35,295CommonSOLE
127190304CACICACI INTL INC$1.8M0.09%3,395CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$1.8M0.09%6,935CommonSOLE
883203101TXTTEXTRON INC$1.8M0.09%20,410CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1.8M0.08%3,087CommonSOLE
191216100KOCOCA COLA CO$1.8M0.08%25,064CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.7M0.08%9,602CommonSOLE
293594107ENVXENOVIX CORPORATION$1.7M0.08%229,233CommonSOLE
001084102AGCOAGCO CORP$1.6M0.08%15,602CommonSOLE
75644T100RCATRED CAT HLDGS INC$1.6M0.08%204,729CommonSOLE
172908105CTASCINTAS CORP$1.6M0.08%8,632CommonSOLE
N07059210ASMLASML HOLDING N V$1.6M0.08%1,514CommonSOLE
422806109HEIHEICO CORP NEW$1.6M0.08%4,970CommonSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$1.6M0.08%46,021CommonSOLE
615394202MOG/AMOOG INC$1.6M0.08%6,578CommonSOLE
26142Q304DPRODRAGANFLY INC.$1.6M0.08%227,016CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$1.5M0.07%4,714CommonSOLE
775133101ROGROGERS CORP$1.5M0.07%16,032CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$1.5M0.07%19,851CommonSOLE
81764X103TTANSERVICETITAN INC$1.5M0.07%13,683CommonSOLE
81211K100SDASEALED AIR CORP NEW$1.5M0.07%35,120CommonSOLE
53626N102LIONLIONSGATE STUDIOS CORP$1.4M0.07%156,897CommonSOLE
233377407DXPEDXP ENTERPRISES INC$1.4M0.07%12,745CommonSOLE
20459V105GPGICOMPOSECURE INC$1.4M0.07%70,207CommonSOLE
931142103WMTWALMART INC$1.3M0.06%11,987CommonSOLE
44812J104HUTHUT 8 CORP$1.3M0.06%28,483CommonSOLE
77543R102ROKUROKU INC$1.3M0.06%11,966CommonSOLE
20451N101CMPCOMPASS MINERALS INTL INC$1.3M0.06%65,586CommonSOLE
88080T104WULFTERAWULF INC$1.3M0.06%110,475CommonSOLE
58507V107MDLNMEDLINE INC$1.3M0.06%30,186CommonSOLE
36317J209GLXYGALAXY DIGITAL INC.$1.2M0.06%55,330CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$1.2M0.06%50,199CommonSOLE
553530106MSMMSC INDL DIRECT INC$1.2M0.06%14,164CommonSOLE
88076W103TDCTERADATA CORP DEL$1.1M0.05%36,082CommonSOLE
548661107LOWLOWES COS INC$1.1M0.05%4,547CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.05%3,322CommonSOLE
771049103RBLXROBLOX CORP$1.1M0.05%13,133CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$1.0M0.05%9,975CommonSOLE
199333105CMCOCOLUMBUS MCKINNON CORP N Y$998,4650.05%57,882CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$935,1100.04%20,915CommonSOLE
876030107TPRTAPESTRY INC$934,8930.04%7,317CommonSOLE
55087P104LYFTLYFT INC$928,5590.04%47,938CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$926,9590.04%4,839CommonSOLE
532457108LLYELI LILLY & CO$911,3290.04%848CommonSOLE
87612E106TGTTARGET CORP$901,5480.04%9,223CommonSOLE
90364P105PATHUIPATH INC$900,9090.04%54,967CommonSOLE
26701L100BROSDUTCH BROS INC$889,5880.04%14,531CommonSOLE
61945C103MOSMOSAIC CO NEW$887,1140.04%36,825CommonSOLE
770700102HOODROBINHOOD MKTS INC$882,0670.04%7,799CommonSOLE
26856L103ELFE L F BEAUTY INC$869,7460.04%11,438CommonSOLE
17253J106CIFRCIPHER MINING INC$863,6080.04%58,510CommonSOLE
751212101RLRALPH LAUREN CORP$862,4550.04%2,439CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$857,8880.04%5,168CommonSOLE
832696405SJMSMUCKER J M CO$848,2080.04%8,672CommonSOLE
53263P105LMBLIMBACH HLDGS INC$844,8280.04%10,852CommonSOLE
693656100PVHPVH CORPORATION$827,8980.04%12,353CommonSOLE
958102105WDCWESTERN DIGITAL CORP$822,9340.04%4,777CommonSOLE
086516101BBYBEST BUY INC$782,8800.04%11,697CommonSOLE
224408104CRCRANE COMPANY$777,5570.04%4,216CommonSOLE
765504105RRRICHTECH ROBOTICS INC$762,5160.04%236,073CommonSOLE
880770102TERTERADYNE INC$695,2680.03%3,592CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$647,4630.03%7,619CommonSOLE
020002101ALLALLSTATE CORP$613,0020.03%2,945CommonSOLE
30231G102XOMEXXON MOBIL CORP$508,1960.02%4,223CommonSOLE
00287Y109ABBVABBVIE INC$472,9740.02%2,070CommonSOLE
22052L104CTVACORTEVA INC$470,7520.02%7,023CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$422,4610.02%2,936CommonSOLE
68389X105ORCLORACLE CORP$419,6410.02%2,153CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$404,7810.02%1,332CommonSOLE
871332102SLVMSYLVAMO CORP$378,8440.02%7,868CommonSOLE
060505104BACBANK AMERICA CORP$377,4650.02%6,863CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$376,2120.02%428CommonSOLE
N3168P101FERFERROVIAL SE$363,1730.02%5,621CommonSOLE
949746101WMT2WELLS FARGO CO NEW$343,4420.02%3,685CommonSOLE
60937P106MDBMONGODB INC$324,4200.02%773CommonSOLE
75513E101RTXRTX CORPORATION$313,6140.02%1,710CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$293,9220.01%1,148CommonSOLE
743315103PGRPROGRESSIVE CORP$282,1450.01%1,239CommonSOLE
443201108HWMHOWMET AEROSPACE INC$262,2210.01%1,279CommonSOLE
82509L107SHOPSHOPIFY INC$261,4150.01%1,624CommonSOLE
58933Y105MRKMERCK & CO INC$256,0980.01%2,433CommonSOLE
607828100MODMODINE MFG CO$254,2030.01%1,904CommonSOLE
00206R102TAT&T INC$237,7440.01%9,571CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$218,4530.01%377CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$205,5890.01%363CommonSOLE

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.