KL
Knox Lane LP 13F Holdings (Q2 2026) — Stock Portfolio & Buys
Knox Lane LPCIK: 0002109564
Concentrated strategy
Total reported value
$478.0M
Reporting period: 2026-06-30 · Number of holdings: 1
Knox Lane LP disclosed 1 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $478.0M and a quarterly turnover rate of 38.1%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 38.06
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govUnchanged PTRN
-32.7% $152.9M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PTRN | Pattern Group Inc-cl A | Stock-Other | 100.00% | — | -32.65% |
Portfolio Performance
Performance for Q3 2026
+12.7%
Performance Last 4 Quarters
+101%
- Stdev
- +71%
- Beta
- -0.12
- Alpha
- +169.7%
- Max Drawdown
- -16%
- Annualized Perf
- +304.2%
- Batting Avg vs S&P
- +50%
- Sortino
- +10
- Stutzer
- +0.78
- Treynor
- -13.35
- Sterling
- —
- Calmar
- +19.06
- Information Ratio
- +1.92
- Tracking Error
- +73.9%
- Stdev Down
- +16.7%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.87
- Sharpe
- +2.35
- Stdev Sectors
- —
- Skewness
- +0.08
- Kurtosis
- -1.52
- Upside Potential
- +12
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
Knox Lane LP's most significant position changes for 2026-06-30: Trim: Pattern Group Inc-cl A (PTRN) — shares -32.65%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PTRN | Pattern Group Inc-cl A | — | -32.65% | Trim |
Filing History
FAQ
What is Knox Lane LP and what type of investor is it?
Knox Lane LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $478.0M, spread across 1 disclosed positions.
What are Knox Lane LP's largest equity positions?
Based on the latest 13F filing, Knox Lane LP's top holdings by market value are:
1. Pattern Group Inc-cl A (PTRN) — $478.0M (100.0%)
What changes did Knox Lane LP make in its most recent portfolio filing?
In the latest quarter, Knox Lane LP took a more defensive posture — trimming 1 positions and completely exiting 0 holdings. The largest of these moves: Trim: Pattern Group Inc-cl A (PTRN) — shares -32.65%
What sectors does Knox Lane LP focus on?
Sector breakdown data is not yet available for Knox Lane LP. Check back after the next 13F processing cycle.
Investment Profile
Knox Lane LP returned an annualized 304.2% over the trailing 6 months — outperforming the S&P 500 by 169.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of -0.12 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is concentrated and moderately active.
Its turnover score has risen from 0 to 38 over the past 2 quarters — a shift toward more active trading.
Peer Institutions
Institutions with a similar AUM
BI
Barry Investment Advisors, LLC
CIK 0001631639
Total reported value
$478.1M
102 stks
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Concentration19.6
Portfolio Stability15.5
Sector conviction54.8
AUM within 0.0% of this institution
View detail
EF
Evernest Financial Advisors, LLC
CIK 0002009530
Total reported value
$478.1M
191 stks
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Concentration11.7
Portfolio Stability0.0
Sector conviction63.3
AUM within 0.0% of this institution
View detail
MF
Mattson Financial Services, LLC
CIK 0002034595
Total reported value
$477.8M
235 stks
2026-06-30
Concentration5.0
Portfolio Stability0.0
Sector conviction43.0
AUM within 0.1% of this institution
View detail
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Developer Access
Access Knox Lane LP's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/knox-lane-lpCLI
npx alphasmo institutions get knox-lane-lp