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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
-7.69%
1 Year Est. Return
-15.35%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$436M
AUM Growth
-$36.3M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

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
$6.03B
$436M 100%
3,276,834
– –

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Garden Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Garden Investment Management held 1 position worth $436M, down 7.7% from $472M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 0%. Garden Investment Management opened no new positions and made no exits, leaving the 1-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's ten largest holdings make up 100% of its $436M portfolio in Q3 2025.
  • Garden Investment Management opened 0 new positions and closed 0 in Q3 2025.
  • Garden Investment Management's portfolio value fell 7.7% quarter-over-quarter to $436M.

Based on Garden Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.