StockDriftsStockDriftsTop 50 Longaeva Partners L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | 2.41% | 255.0K | $83.5M | new | $306.23(+18.57%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 2.14% | 1.30M | $74.0M | -16.47%(-256.21K) | $51.88(+23.55%) | 2026-06-30 | |
| FITB | FIFTH THIRD BANCORP | 1.88% | 1.15M | $65.1M | new | $50.26(+16.01%) | 2026-06-30 | |
| HBAN | HUNTINGTON BANCSHARES INC | 1.72% | 3.37M | $59.7M | new | $16.52(+7.55%) | 2026-06-30 | |
| MCO | MOODYS CORP | 1.71% | 130.9K | $59.3M | new | $442.49(+10.38%) | 2026-06-30 | |
| MTD | METTLER TOLEDO INTERNATIONAL | 1.55% | 42.0K | $53.6M | +353.62%(+32.71K) | $1277.04(+12.04%) | 2026-06-30 | |
| LPLA | LPL FINL HLDGS INC | 1.52% | 186.7K | $52.6M | new | $290.93(+28.88%) | 2026-06-30 | |
| USB | US BANCORP | 1.36% | 782.0K | $47.2M | +3.81%(+28.67K) | $52.79(+23.44%) | 2026-06-30 | |
| MS | MORGAN STANLEY | 1.36% | 225.1K | $47.1M | -28.20%(-88.41K) | $169.77(+28.63%) | 2026-06-30 | |
| STUB | STUBHUB HLDGS INC | 1.25% | 3.35M | $43.2M | new | $12.66(-41.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.70% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.47% |
Longaeva Partners L P reports $4.58B in US-listed equity holdings across 326 positions in its most recent 13F filing. Its largest disclosed positions are JPM (2.4%), BAC (2.1%) and FITB (1.9%). The top 20 holdings account for 27.51% of reported assets. Its disclosed equity book has returned +10.70% cumulatively over 5 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 Longaeva Partners L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054122). View Longaeva Partners L P’s 13F filings on SEC