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Eos Management, L.P.

SEC CIK
0001548882
Latest filing
Jul 30, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 29, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
42
+1 vs. Q1 2024
Portfolio value
$256.6M
+$14.4M (+6.0%) vs. Q1 2024
Filed
Jul 29, 2024
SEC
Holdings of Eos Management, L.P. in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF136,445$74.3M28.9%−3,753−2.7%ReducedHistory
PETQPetIQ, Inc.COM CL A1,972,687$43.5M17.0%00.0%UnchangedHistory
AAPLApple Inc.Stock72,631$15.3M6.0%−10,777−12.9%ReducedHistory
BRK.BBerkshire Hathaway IncStock33,250$13.5M5.3%00.0%UnchangedHistory
MSFTMicrosoft CorpStock26,979$12.1M4.7%00.0%UnchangedHistory
APPAppLovin CorpCOM CL A114,686$9.54M3.7%−1,301−1.1%ReducedHistory
AMZNAmazon Com IncStock47,554$9.19M3.6%+10,147+27.1%AddedHistory
METAMeta Platforms, Inc.Stock16,222$8.18M3.2%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock22,949$5.92M2.3%00.0%UnchangedHistory
NVDANVIDIA CorpStock45,900$5.67M2.2%00.0%UnchangedConverted for a 10-for-1 splitHistory
DHRDanaher CorpStock21,052$5.26M2.0%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock25,000$5.06M2.0%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock26,239$4.78M1.9%00.0%UnchangedHistory
TDGTransDigm Group INCCOM2,807$3.59M1.4%00.0%UnchangedHistory
ORLYO Reilly Automotive IncStock2,947$3.11M1.2%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock16,900$3.10M1.2%00.0%UnchangedHistory
SHWSherwin Williams CoCOM10,302$3.07M1.2%00.0%UnchangedHistory
WATWaters CorpCOM8,201$2.38M0.9%00.0%UnchangedHistory
DOVDOVER CorpCOM12,948$2.34M0.9%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR32,295$2.33M0.9%+18,712+137.8%AddedHistory
LNWOLight & Wonder, Inc.COM20,514$2.15M0.8%−18,688−47.7%ReducedHistory
MGMMGM Resorts InternationalStock47,902$2.13M0.8%−36,822−43.5%ReducedHistory
ROPRoper Technologies IncStock3,701$2.09M0.8%00.0%UnchangedHistory
LVSLas Vegas Sands CorpCOM42,466$1.88M0.7%00.0%UnchangedHistory
Airbnb, Inc.009066AB7NOTE 3/1–$1.60M0.6%–––
HEIHeico CorpCOM7,158$1.60M0.6%00.0%UnchangedHistory
FSVFirstService CorpCOM9,178$1.40M0.5%00.0%UnchangedHistory
DISWalt Disney CoStock13,831$1.37M0.5%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,967$1.21M0.5%+6,967NewHistory
WFCWells Fargo & CompanyStock20,000$1.19M0.5%−7,500−27.3%ReducedHistory
BIDUBaidu, Inc.ADR13,631$1.18M0.5%+13,631NewHistory
ASMLASML Holding NVADR1,093$1.12M0.4%+1,093NewHistory
PDDPDD Holdings Inc.SPONSORED ADS7,565$1.01M0.4%00.0%UnchangedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A53,000$997.5K0.4%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock1,527$690.7K0.3%00.0%UnchangedHistory
KNTKKinetik Holdings Inc.COM NEW CL A14,600$605.0K0.2%00.0%UnchangedHistory
CARTMaplebear Inc.COM15,908$511.3K0.2%+15,908NewHistory
DDOGDatadog, Inc.CL A COM3,933$510.1K0.2%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock640$503.5K0.2%00.0%UnchangedHistory
CHTRCharter Communications, Inc.CL A1,400$418.5K0.2%00.0%UnchangedHistory
HOUSAnywhere Real Estate Inc.COM60,000$198.6K0.1%00.0%UnchangedHistory
OPTUOptimum Communications, Inc.CL A58,800$120.0K<0.1%00.0%UnchangedHistory

Sold out since Q1 2024 (3)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Eos Management, L.P. sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
HDHome Depot, Inc.Stock3,222$1.24M0.5%History
SPGIS&P Global Inc.Stock1,722$732.6K0.3%History
UBERUber Technologies, IncStock7,142$549.9K0.2%History