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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
+12.2%
1 Year Est. Return
-15.35%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$401M
AUM Growth
+$299M
Cap. Flow
+$295M
Cap. Flow %
73.74%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MIDD icon
Middleby
MIDD
+$295M

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
$401M 100%
2,635,866
+1,883,129
+250% +$295M

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FMI
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PFG
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Garden Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Garden Investment Management held 1 position worth $401M, up 293% from $102M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Garden Investment Management deployed $295M of net new capital in Q1 2025, adding to 1 existing holding.

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

  • Garden Investment Management added most to Middleby in Q1 2025, an estimated $295M increase.
  • Garden Investment Management's ten largest holdings make up 100% of its $401M portfolio in Q1 2025.
  • Garden Investment Management opened 0 new positions and closed 0 in Q1 2025.
  • Garden Investment Management's portfolio value rose 293% quarter-over-quarter to $401M.

Based on Garden Investment Management's 13F filing for Q1 2025, filed 15 May 2025.