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GIM

Garden Investment Management Portfolio holdings

AUM $586M
1-Year Est. Return 15.35%
This Fund
S&P 500
This Quarter Est. Return
-2.65%
1 Year Est. Return
-15.35%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow %
101.79%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MIDD icon
Middleby
MIDD
+$104M

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
$6.08B
$102M 100%
+752,737
New +$104M

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Garden Investment Management's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Garden Investment Management, which disclosed 1 position worth $102M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Middleby: 752,737 shares worth $102M.

By sector, the portfolio is most concentrated in Industrials at 100% of assets.

  • Garden Investment Management's largest Q4 2024 buy was Middleby: 752,737 shares worth $102M.
  • Garden Investment Management's ten largest holdings make up 100% of its $102M portfolio in Q4 2024.
  • Garden Investment Management disclosed 1 position in Q4 2024, its first 13F filing on record.

Based on Garden Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.