Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LI
LRI Investments’s
Suburban Propane Partners
SPH
Stock Holding History
LRI Investments’s Portfolio
SPH Stock Details
SPH Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
$193K
Hold
11,270
–
–
0.02%
329
2026
Q1
$222K
Hold
11,270
–
–
0.02%
274
2025
Q4
$209K
Hold
11,270
–
–
0.02%
273
2025
Q3
$210K
Hold
11,270
–
–
0.02%
283
2025
Q2
$209K
Sell
11,270
-1,215
-10%
-$23.6K
0.02%
277
2025
Q1
$262K
Hold
12,485
–
–
0.03%
231
2024
Q4
$215K
Hold
12,485
–
–
0.02%
254
2024
Q3
$213K
Hold
12,485
–
–
0.02%
261
2024
Q2
$237K
Hold
12,485
–
–
0.03%
218
2024
Q1
$255K
Buy
+12,485
New
+$244K
0.06%
122
Other funds holding SPH
SAM
Smith Asset Management
Chiefland, Florida
$127M AUM
5.85%
1-Year Est. Return
SWM
Shrier Wealth Management
Los Angeles, California
$296M AUM
SOAMC
Spirit of America Management Corp
Syosset, New York
$530M AUM
36.47%
1-Year Est. Return
DCM
Dorato Capital Management
Denver, Colorado
$147M AUM
MSG
Main Street Group
Glen Allen, Virginia
$429M AUM
34.03%
1-Year Est. Return
SIS
Strategic Investment Solutions
Orland Park, Illinois
$437M AUM
30.41%
1-Year Est. Return
NWM
Nova Wealth Management
Bonita Springs, Florida
$181M AUM
27.89%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close