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Barton Investment Management
hedge fundUpdated 9 days agoManaged by Barton Investment Management • Latest filing Q3 2026
Portfolio value
$806.6M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-17.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $928.1M |
| Q1 2026 | $797.3M |
| Q2 2026 | $738.2M |
| Q3 2026 | $806.6M |
Top holdings
58 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $222.6M | 1.50M | 27.60% | Trimmed(-5.0%) | |
| 2 | $157.1M | 2.26M | 19.47% | Trimmed(-1.1%) | |
| 3 | $118.3M | 474.8K | 14.66% | Trimmed(-2.5%) | |
| 4 | $43.1M | 206.0K | 5.34% | Trimmed(-3.9%) | |
| 5 | $39.9M | 1.01M | 4.95% | Trimmed(-7.7%) | |
| 6 | $31.4M | 31.0K | 3.89% | Trimmed(-2.8%) | |
| 7 | $27.1M | 573.7K | 3.36% | Added(+19.4%) | |
| 8 | $21.2M | 1.35M | 2.63% | Added(+7.5%) | |
| 9 | $19.2M | 2.11M | 2.38% | Added(+0.2%) | |
| 10 | $17.1M | 408.1K | 2.12% | Trimmed(-1.8%) | |
| 11 | $12.7M | 24.8K | 1.58% | Added(+1.6%) | |
| 12 | $12.3M | 74.9K | 1.52% | Trimmed(-2.8%) | |
| 13 | $8.2M | 24.5K | 1.01% | Trimmed(-1.3%) | |
| 14 | $7.5M | 10 | 0.93% | Unchanged | |
| 15 | $7M | 38.0K | 0.87% | Trimmed(-0.2%) | |
| 16 | $6.6M | 19.2K | 0.82% | Trimmed(-0.6%) | |
| 17 | $5.1M | 10.3K | 0.63% | Unchanged | |
| 18 | $5.1M | 87.0K | 0.63% | Added(+189.7%) | |
| 19 | $4.5M | 85.7K | 0.56% | Trimmed(-13.5%) | |
| 20 | $3.9M | 93.7K | 0.49% | Added(+75.3%) |