StockDriftsStockDriftsTop 3 Leonard Green & Partners L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LTH | LIFE TIME GROUP HOLDINGS INC | 46.81% | 11.03M | $450.4M | -55.72%(-13.88M) | $17.21(+162.99%) | 2026-06-30 | |
| CLVT | CLARIVATE PLC | 26.19% | 116.67M | $252.0M | +0.00%(+0) | $30.33(-93.64%) | 2026-06-30 | |
| WSM | WILLIAMS SONOMA INC | 24.23% | 1.00M | $233.1M | +0.00%(+0) | $70.13(+244.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +0.71% | +2.14% | -9.98% | -40.89% |
| Top 20 Holdings Unweighted | -2.27% | -6.67% | -7.99% | -34.07% |
Leonard Green & Partners L P reports $962.19M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are LTH (46.8%), CLVT (26.2%) and WSM (24.2%). The top 20 holdings account for 97.23% of reported assets. Its disclosed equity book has returned +2.14% on a three-year cumulative basis. 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 Leonard Green & Partners L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1175523). View Leonard Green & Partners L P’s 13F filings on SEC