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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
-5.25%
1 Year Est. Return
-15.35%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$472M
AUM Growth
+$71.3M
Cap. Flow
+$90.3M
Cap. Flow %
19.14%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MIDD icon
Middleby
MIDD
+$90.3M

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
$6.18B
$472M 100%
3,276,834
+640,968
+24% +$90.3M

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Capital Group Investment Management Raffles Quay, Singapore $585M AUM 31.36% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
KI
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AIM
Arcadia Investment Management Kalamazoo, Michigan $584M AUM 21.44% 1-Year Est. Return
FMI
Frec Markets Inc San Francisco, California $587M AUM
PFG
Premier Financial Group Eureka, California $587M AUM 21.88% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Garden Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Garden Investment Management held 1 position worth $472M, up 18% from $401M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Garden Investment Management deployed $90.3M of net new capital in Q2 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 Q2 2025, an estimated $90.3M increase.
  • Garden Investment Management's ten largest holdings make up 100% of its $472M portfolio in Q2 2025.
  • Garden Investment Management opened 0 new positions and closed 0 in Q2 2025.
  • Garden Investment Management's portfolio value rose 18% quarter-over-quarter to $472M.

Based on Garden Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.