Q4 2025 · 13F-HR
Fivespan Partners, LPholdings as filed
Filed 2026-02-13 · accession 0002040262-26-000003
$364.9M
Reported value
6
Positions
2025-12-31
Period end
The Brief · Fivespan Partners, LP · Q4 2025
AI · grounded in 13F
Fivespan Partners, LP established a new position in QGEN valued at $127.3M. The fund also initiated stakes in OUT for $83.8M and BL for $51.2M. Other new additions include APPN, NYT, and CCO, bringing the total portfolio to six positions with $364.9M in assets under management.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| N72482206 | QGEN | QIAGEN NV | $127.3M | 34.9% | 2,830,783 | Common | SOLE |
| 69007J304 | OUT | OUTFRONT MEDIA INC | $83.8M | 23.0% | 3,477,536 | Common | SOLE |
| 09239B109 | BL | BLACKLINE INC | $51.2M | 14.0% | 926,044 | Common | SOLE |
| 03782L101 | APPN | APPIAN CORP | $48.7M | 13.3% | 1,375,000 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $46.0M | 12.6% | 662,466 | Common | SOLE |
| 18453H106 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | $7.9M | 2.16% | 3,571,104 | Common | SOLE |
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.