StockDriftsStockDriftsTop 21 Angelo Gordon & Co., L.p. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HOUS | ANYWHERE REAL ESTATE INC | 28.51% | 9.69M | $137.3M | +0.00%(+0) | $12.73(+38.62%) | 2025-12-31 | |
| NVRI | ENVIRI CORP | 13.1% | 3.52M | $63.1M | +198.50%(+2.34M) | $12.75(+53.39%) | 2025-12-31 | |
| NGL | NGL ENERGY PARTNERS LP | 9.75% | 4.69M | $46.9M | +87.37%(+2.19M) | $6.37(+105.96%) | 2025-12-31 | |
| NX | QUANEX BLDG PRODS CORP | 6.56% | 2.05M | $31.6M | new | $14.80(+29.39%) | 2025-12-31 | |
| MITT | TPG MTG INVTS TR INC | 4.1% | 2.32M | $19.7M | +0.00%(+0) | $7.85(+0.58%) | 2025-12-31 | |
| DAY | DAYFORCE INC | 3.02% | 210.0K | $14.5M | new | $69.03(+1.21%) | 2025-12-31 | |
| EXAS | EXACT SCIENCES CORP | 2.95% | 140.0K | $14.2M | new | $78.13(+34.27%) | 2025-12-31 | |
| FYBR | FRONTIER COMMUNICATIONS PARE | 2.77% | 350.0K | $13.3M | +147.15%(+208.39K) | $36.73(+4.80%) | 2025-12-31 | |
| CYBR | CYBERARK SOFTWARE LTD | 2.5% | 27.0K | $12.0M | +135.58%(+15.54K) | $456.29(-10.40%) | 2025-12-31 | |
| NSC | NORFOLK SOUTHN CORP | 1.83% | 30.5K | $8.8M | +525.74%(+25.63K) | $291.95(+1.97%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.11% | +44.72% | +10.47% | +64.52% |
| Top 20 Holdings Unweighted | +15.33% | +53.41% | +10.78% | +66.86% |
Angelo Gordon & Co., L.p. reports $1.06B in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are HOUS (28.5%), NVRI (13.1%) and NGL (9.8%). The top 20 holdings account for 82.44% of reported assets. Its disclosed equity book has returned +44.72% on a three-year cumulative basis. Figures reflect the Q4 2025 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 Angelo Gordon & Co., L.p.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 860662). View Angelo Gordon & Co., L.p.’s 13F filings on SEC