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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
+11.84%
1 Year Est. Return
-15.35%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$502M
AUM Growth
+$66.9M
Cap. Flow
+$13.5M
Cap. Flow %
2.69%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MIDD icon
Middleby
MIDD
+$13.5M

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
$502M 100%
3,379,737
+102,903
+3% +$13.5M

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FMI
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PFG
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Garden Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Garden Investment Management held 1 position worth $502M, up 15% from $436M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 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 added most to Middleby in Q4 2025, an estimated $13.5M increase.
  • Garden Investment Management's ten largest holdings make up 100% of its $502M portfolio in Q4 2025.
  • Garden Investment Management opened 0 new positions and closed 0 in Q4 2025.
  • Garden Investment Management's portfolio value rose 15% quarter-over-quarter to $502M.

Based on Garden Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.