account_balance
Investment manager · 13F filer · SEC CIK 2042845
Emmett Investment Management, LP
Reported value$143Mas of Jun 30, 2026
Positions28 11 new, 7 sold out
Top 10 weight65.1%L alone is 14%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
LLoews Corp
14.3%Added +90%
SNDASonida Senior Living, Inc.
7.6%Added +11%
LRCXLam Research Corp
7.1%Added +7%
RSGRepublic Services, Inc.
6.7%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.7%New
IBKRInteractive Brokers Group, Inc.
5.6%Trimmed −16%
WSRWhitestone REIT
5.2%Trimmed −81%
MCOMoody's Corp
4.4%Added +10%
MARMarriott International Inc
3.9%New
JLLJones Lang Lasalle Inc
3.4%New
LLYVKLiberty Live Holdings, Inc.
3.3%Trimmed −2%
GLDSPDR Gold Trust
3.1%
LLoews Corp
14.3%Added +90%
SNDASonida Senior Living, Inc.
7.6%+11%
LRCXLam Research Corp
7.1%Added +7%
RSGRepublic Services, Inc.
6.7%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.7%New
IBKRInteractive Brokers Group, Inc.
5.6%
WSRWhitestone REIT
5.2%
MCOMoody's Corp
4.4%
MARMarriott International Inc
3.9%
JLL3.4%LLYVK3.3%GLD3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
L Loews Corp 14.3% Added +90%SNDA Sonida Senior Living, Inc. 7.6% Added +11%LRCX Lam Research Corp 7.1% Added +7%RSG Republic Services, Inc. 6.7% NewTSM Taiwan Semiconductor Manufacturing Co Ltd 6.7% NewIBKR Interactive Brokers Group, Inc. 5.6% Trimmed −16%
WSR Whitestone REIT 5.2% Trimmed −81%
MCO Moody's Corp 4.4% Added +10%MAR Marriott International Inc 3.9% NewJLL Jones Lang Lasalle Inc 3.4% NewLLYVK Liberty Live Holdings, Inc. 3.3% Trimmed −2%GLD SPDR Gold Trust 3.1% HeldWhat changed
Biggest moves since Mar 31, 2026
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