LGP
Leonard Green & Partners Portfolio holdings
AUM
$3.37B
1-Year Est. Return
14.6%
1 Year Est. Return
+14.6%
AUM
$3.37B
AUM Growth
-$695M
(-17%)
Holding
8
Top Buys
No buys this quarter
Sector Composition
| 1 | Consumer Discretionary | 83.94% |
| 2 | Technology | 14.9% |
| 3 | Communication Services | 0.61% |
| 4 | Industrials | 0.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Mister Car Wash
MCW
$1.56B
| $1.32B | 39.12% |
219,213,079
|
|
||
2
Life Time Group Holdings
LTH
$5.48B
| $907M | 26.93% |
29,898,037
-11,655,582
|
|
||
3
Williams-Sonoma
WSM
$22.8B
| $527M | 15.64% |
3,224,030
|
|
||
4
Clarivate
CLVT
$2.39B
| $502M | 14.9% |
116,666,507
|
|
||
5
Topgolf Callaway Brands
MODG
$1.7B
| $72.5M | 2.15% |
9,000,000
|
|
||
6
Advantage Solutions
ADV
$469M
| $20.4M | 0.61% |
15,450,000
|
|
||
7
AerSale
ASLE
$346M
| $18.9M | 0.56% |
3,141,250
|
|
||
8
Signet Jewelers
SIG
$4.23B
| $3.11M | 0.09% |
39,050
|
|