Skip to main content

Eos Management, L.P.

SEC CIK
0001548882
Latest filing
Jul 30, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 8, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
44
+2 vs. Q2 2023
Portfolio value
$213.3M
−$1.57M (−0.7%) vs. Q2 2023
Filed
Nov 8, 2023
SEC
Holdings of Eos Management, L.P. in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF140,198$59.9M28.1%00.0%UnchangedHistory
PETQPetIQ, Inc.COM CL A1,972,687$38.9M18.2%00.0%UnchangedHistory
AAPLApple Inc.Stock97,891$16.8M7.9%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock33,250$11.6M5.5%00.0%UnchangedHistory
MSFTMicrosoft CorpStock26,979$8.52M4.0%00.0%UnchangedHistory
APPAppLovin CorpCOM CL A172,322$6.89M3.2%−14,501−7.8%ReducedHistory
APDAir Products & Chemicals, Inc.Stock21,831$6.19M2.9%00.0%UnchangedHistory
DHRDanaher CorpStock21,052$4.63M2.2%00.0%UnchangedHistory
MGMMGM Resorts InternationalStock110,430$4.06M1.9%00.0%UnchangedHistory
LNWOLight & Wonder, Inc.COM56,162$4.01M1.9%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock25,000$3.63M1.7%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock26,239$3.43M1.6%00.0%UnchangedHistory
PPLIPeople IncCOM NEW61,090$3.08M1.4%−22,174−26.6%ReducedHistory
ORLYO Reilly Automotive IncStock2,947$2.68M1.3%00.0%UnchangedHistory
TDGTransDigm Group INCCOM3,032$2.56M1.2%−580−16.1%ReducedHistory
EXPEExpedia Group, Inc.Stock22,076$2.28M1.1%00.0%UnchangedHistory
WATWaters CorpCOM8,201$2.25M1.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock16,900$2.23M1.0%00.0%UnchangedHistory
LVSLas Vegas Sands CorpCOM46,581$2.14M1.0%00.0%UnchangedHistory
DOVDOVER CorpCOM12,948$1.81M0.8%00.0%UnchangedHistory
FNVFranco Nevada CorpStock13,500$1.80M0.8%00.0%UnchangedHistory
ROPRoper Technologies IncStock3,701$1.79M0.8%00.0%UnchangedHistory
HDHome Depot, Inc.Stock5,850$1.77M0.8%00.0%UnchangedHistory
ASHAshland Inc.COM20,086$1.64M0.8%−11,135−35.7%ReducedHistory
Airbnb, Inc.009066AB7NOTE 3/1–$1.55M0.7%–––
TELTE Connectivity plcREG SHS12,202$1.51M0.7%00.0%UnchangedHistory
Uber Technologies, Inc90353TAJ9NOTE 12/1–$1.40M0.7%–––
HEIHeico CorpCOM7,778$1.26M0.6%−5,850−42.9%ReducedHistory
METAMeta Platforms, Inc.Stock4,037$1.21M0.6%+4,037NewHistory
JNJJohnson & JohnsonStock7,700$1.20M0.6%00.0%UnchangedHistory
AMZNAmazon Com IncStock9,426$1.20M0.6%+9,426NewHistory
LFUSLittelfuse IncCOM4,669$1.15M0.5%00.0%UnchangedHistory
CHTRCharter Communications, Inc.CL A2,600$1.14M0.5%00.0%UnchangedHistory
ORCLOracle CorpStock10,624$1.13M0.5%+10,624NewHistory
WFCWells Fargo & CompanyStock27,500$1.12M0.5%00.0%UnchangedHistory
TAT&T Inc.Stock66,500$998.8K0.5%00.0%UnchangedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A53,000$854.4K0.4%00.0%UnchangedHistory
SLCAU.S. Silica Holdings, Inc.COM60,000$842.4K0.4%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock1,527$494.1K0.2%+1,527NewHistory
KNTKKinetik Holdings Inc.COM NEW CL A14,500$489.4K0.2%+14,500NewHistory
SLBSLB LimitedStock7,900$460.6K0.2%00.0%UnchangedHistory
HOUSAnywhere Real Estate Inc.COM60,000$385.8K0.2%00.0%UnchangedHistory
OPTUOptimum Communications, Inc.CL A58,800$192.3K0.1%00.0%UnchangedHistory
WBDWarner Bros. Discovery, Inc.Stock16,087$174.7K0.1%00.0%UnchangedHistory

Sold out since Q2 2023 (3)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Eos Management, L.P. sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
TDYTeledyne Technologies IncCOM5,685$2.34M1.1%History
NOCNorthrop Grumman CorpStock4,026$1.83M0.9%History
GDGeneral Dynamics CorpStock4,366$939.0K0.4%History