StockDriftsStockDriftsTop 1 Amberjack Capital Partners L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INVX | INNOVEX INTERNATIONAL INC | 100% | 17.76M | $479.8M | -21.97%(-5.00M) | $14.33(+75.43%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +93.41% |
| Top 20 Holdings Unweighted | — | — | — | — | +93.41% |
Amberjack Capital Partners L P reports $479.80M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is INVX (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +93.41% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Amberjack Capital Partners L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2026035). View Amberjack Capital Partners L P’s 13F filings on SEC