Fund Universe

← Fund Universe

☆Garden Investment Management, L.P.

CIK 0002044217 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.946
AUM ($M)
798
Positions
2
Turnover
0.04
Top-10 wt
100%
Herfindahl
0.604
History (qtrs)
6
Excess Return
-47.0%

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 2 positions · portfolio value $798M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆MIDD funds › MIDDLEBY CORP HOLD Common Stock 72.9% -3.7% 581.3 3,379,737 +0 5 —
☆FBIN funds › FORTUNE BRANDS INNOVATIONS I ADD Common Stock 27.1% +3.7% 216.6 3,944,999 +417,391 2 -47.0%

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 798 2 0.04 100% 0.604 0.945 — in
2026Q1 586 2 0.23 100% 0.641 0.737 — in
2025Q4 502 1 0.00 100% 1.000 0.937 — in
2025Q3 436 1 0.00 100% 1.000 0.932 — in
2025Q2 472 1 0.00 100% 1.000 0.945 — entered
2025Q1 401 1 0.00 100% 1.000 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status