StockDriftsStockDriftsTop 2 Garden Investment Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MIDD | MIDDLEBY CORP | 72.86% | 3.38M | $581.3M | +0.00%(+0) | $143.08(-18.66%) | 2026-06-30 | |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 27.14% | 3.94M | $216.6M | +11.83%(+417.39K) | $44.66(+8.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.55% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.44% |
Garden Investment Management L P reports $797.93M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are MIDD (72.9%) and FBIN (27.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +29.55% cumulatively over 6 quarters. Figures reflect the Q2 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 Garden Investment Management L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044217). View Garden Investment Management L P’s 13F filings on SEC