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GIM

Garden Investment Management Portfolio holdings

AUM $798M
1-Year Est. Return 18.61%
This Fund
S&P 500
This Quarter Est. Return
+32.76%
1 Year Est. Return
+18.61%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$798M
AUM Growth
+$212M
Cap. Flow
+$16.7M
Cap. Flow %
2.09%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
FBIN icon
Fortune Brands Innovations
FBIN
+$16.7M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MIDD icon
1
Middleby
MIDD
$5.1B
$581M 72.86%
3,379,737
– –
FBIN icon
2
Fortune Brands Innovations
FBIN
$5.43B
$217M 27.14%
3,944,999
+417,391
+12% +$16.7M

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SEM
Suncoast Equity Management Tampa, Florida $798M AUM 14.62% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
XPN
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AIA
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LOPW
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Garden Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Garden Investment Management held 2 positions worth $798M, up 36% from $586M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0%. Garden Investment Management opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

By sector, the portfolio is most concentrated in Industrials at 100% of assets, unchanged from a quarter earlier.

  • Garden Investment Management added most to Fortune Brands Innovations in Q2 2026, an estimated $16.7M increase.
  • Garden Investment Management's ten largest holdings make up 100% of its $798M portfolio in Q2 2026.
  • Garden Investment Management opened 0 new positions and closed 0 in Q2 2026.
  • Garden Investment Management's portfolio value rose 36% quarter-over-quarter to $798M.

Based on Garden Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.