IP
GMS

Isthmus Partners’s GMS Inc GMS Stock Holding History

Isthmus Partners’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-35,535
Closed -$3.86M – 217
2025
Q2 		$3.86M Sell
35,535
-194
-0.5% -$15K 0.45% 56
2025
Q1 		$2.61M Buy
35,729
+1,535
+4% +$122K 0.33% 76
2024
Q4 		$2.9M Buy
34,194
+9,083
+36% +$854K 0.35% 79
2024
Q3 		$2.27M Buy
25,111
+6,667
+36% +$589K 0.27% 88
2024
Q2 		$1.49M Buy
+18,444
New +$1.7M 0.18% 107

Other funds holding GMS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Isthmus Partners's GMS Position: Q3 2025 in Review

Isthmus Partners sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 35,535 shares — an estimated $3.86M sold.

Isthmus Partners first reported a position in GMS in Q2 2024 and held it in 5 quarters. The position peaked at $3.86M in Q2 2025. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

  • Isthmus Partners reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
  • Isthmus Partners sold 35,535 GMS Inc shares in Q3 2025, an estimated $3.86M.
  • Isthmus Partners first reported a position in GMS Inc in Q2 2024 and held it in 5 quarters.
  • Isthmus Partners's GMS Inc position peaked at $3.86M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on Isthmus Partners's 13F filing for Q3 2025, filed 10 Nov 2025.