SIH Partners, LLLP
Annual return '25
+18.0%
SPY '25
+17.7%
Alpha
+0.3ptsvs SPY
Invested
$7.6B
Holdings
272
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TTE
TOTALENERGIES SE
Q1 2026: Sold 11.8% (4.1k → 3.6k shares)
16.9%
02
$UBS
UBS GROUP AG
Q4 2025: New position (2.6k shares)
11.0%
03
$STLA
STELLANTIS N.V
Q1 2026: Sold 81.6% (430 → 79 shares)
9.0%
04
$RACE
FERRARI N V
Held since at least Q1 2024
8.8%
05
$BABA
ALIBABA GROUP HLDG LTD
Q4 2025: New position (289 shares)
8.1%
06
$DB
DEUTSCHE BK AG
Q1 2026: Increased +41.9% (339 → 481 shares)
7.7%
07
$ALC
ALCON AG
Held since at least Q1 2024
4.1%
08
$LOGI
LOGITECH INTL S A
Q1 2026: New position (33 shares)
3.1%
09
$AZN
ASTRAZENECA PLC
Q1 2026: Sold 56.7% (1.4k → 620 shares)
2.0%
10
$GOOGL
ALPHABET INC
Q4 2025: New position (2.4k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:18 UTC.