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CIK: 0002056354
Total reported value
$159.1M
$159.1M
12 檔
68.2%
In Q4 2024, Argosy-Lionbridge Management, LLC's U.S. equity holdings reached a combined market value of $159.1M, distributed across 12 disclosed stock positions.
During Q4 2024, Argosy-Lionbridge Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FR | First Industrial Realty Tr | Stock-Real Estate | 20.37% | -7.53% | — | |
| 2 | ELME | Elme Communities | Stock-Other | 19.47% | -0.13% | — | |
| 3 | AIV | Apartment Invt & Mgmt Co -a | Stock-Other | 16.35% | — | — | |
| 4 | VRSK | Verisk Analytics, Inc. | Stock-Industrials | 14.66% | — | — | |
| 5 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 12.75% | -13.86% | EXIT | |
| 6 | INVH | Invitation Homes Inc | Stock-Real Estate | 5.14% | +0.21% | — | |
| 7 | DBRG | Digitalbridge Group Inc | Stock-Financials | 4.38% | — | — | |
| 8 | BXMT | Blackstone Mortgage Tru-cl A | Stock-Real Estate | 2.31% | +0.79% | NEW | |
| 9 | COLD | Americold Realty Trust Inc | Stock-Real Estate | 2.31% | — | — | |
| 10 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.95% | -0.85% | — | |
| 11 | IRT | Independence Realty Trust In | Stock-Real Estate | 0.87% | +0.09% | — | |
| 12 | ALX | Alexander's Inc | Stock-Other | 0.43% | — | — |
According to official SEC Form 13F filings, Argosy-Lionbridge Management, LLC reported a total U.S. public equity portfolio value of $159.1M across 12 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including FR, ELME, AIV) accounted for 68.2% of total reported equity market value during Q4 2024.
During Q4 2024, Argosy-Lionbridge Management, LLC's top holdings by market value included FR (20.4%)、ELME (19.5%)、AIV (16.4%). The largest single position, FR, represented 20.4% of total portfolio value.
In Q4 2024, Argosy-Lionbridge Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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