Back to funds

EASTERLY INVESTMENT PARTNERS LLC

hedge fundUpdated 49 days ago

Managed by Easterly Investment Partners Llc • Latest filing Q2 2026

Portfolio value
$2B
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
40.9%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 15 quarters

Show data table
PeriodPortfolio value
Q4 2022$1.2B
Q1 2023$1.1B
Q2 2023$1.1B
Q3 2023$908.9M
Q4 2023$935.2M
Q1 2024$1.3B
Q2 2024$1.1B
Q3 2024$1.2B
Q4 2024$1.3B
Q1 2025$1.2B
Q2 2025$1.4B
Q3 2025$1.5B
Q4 2025$1.6B
Q1 2026$1.3B
Q2 2026$2B

Top holdings

252 positions as of Q2 2026

View filing
S
1.SPY

STATE STR SPDR S&P 500 ETF T

+12.8%
Value
$591.9M
Shares
792.6K
% Port
30.12%
J

JPMORGAN CHASE & CO

+13.7%
Value
$30.5M
Shares
93.2K
% Port
1.55%
S
3.ST

SENSATA TECHNOLOGIES HLDG PL

+47.0%
Value
$30M
Shares
628.7K
% Port
1.53%
C

COLUMBIA BKG SYS INC

+21.9%
Value
$28.3M
Shares
884.0K
% Port
1.44%
P

PROGYNY INC

+15.0%
Value
$27.6M
Shares
958.1K
% Port
1.41%
C
6.CMC

COMMERCIAL METALS CO

+28.5%
Value
$27.5M
Shares
437.8K
% Port
1.40%
J

JACKSON FINANCIAL INC

+21.9%
Value
$26.1M
Shares
255.3K
% Port
1.33%
C
8.CNC

CENTENE CORP DEL

-10.8%
Value
$25.3M
Shares
393.8K
% Port
1.29%
C

CITIGROUP INC

+21.1%
Value
$24.3M
Shares
173.9K
% Port
1.24%
D
10.DIS

DISNEY WALT CO

+70.6%
Value
$24.1M
Shares
250.9K
% Port
1.23%
A
11.ANF

ABERCROMBIE & FITCH CO

+34.5%
Value
$24.1M
Shares
267.9K
% Port
1.23%
C
12.CLF

CLEVELAND-CLIFFS INC NEW

+23.2%
Value
$22.7M
Shares
2.42M
% Port
1.15%
E
13.EAT

BRINKER INTL INC

+51.1%
Value
$22.4M
Shares
133.5K
% Port
1.14%
V
14.VC

VISTEON CORP

+23.5%
Value
$21.8M
Shares
219.8K
% Port
1.11%
A
15.ASTE

ASTEC INDS INC

+24.2%
Value
$21.4M
Shares
349.2K
% Port
1.09%
T
16.TEX

TEREX CORP NEW

+1303.3%
Value
$21.3M
Shares
294.3K
% Port
1.08%
O
17.OTEX

OPEN TEXT CORP

+26.4%
Value
$21.2M
Shares
957.2K
% Port
1.08%
B

BANK OF AMER CORP

+29.1%
Value
$21.2M
Shares
372.1K
% Port
1.08%
F
19.FLS

FLOWSERVE CORP

Value
$21.2M
Shares
285.2K
% Port
1.08%
R
20.RRC

RANGE RES CORP

+14.3%
Value
$21M
Shares
564.0K
% Port
1.07%

Explore