Emmett Investment Management, LP
Annual return '25
+17.7%
SPY '25
+17.7%
Alpha
-0.1ptsvs SPY
Invested
$130.8M
Holdings
24
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
$WSR
WHITESTONE REIT
Q3 2025: Increased +10.2% (1.15M → 1.26M shares)
7.8%
02
$L
LOEWS CORP
Held since at least Q1 2024
7.7%
03
$CME
CME GROUP INC
Q3 2025: Increased +12.9% (34.9k → 39.4k shares)
7.4%
04
$NYT
NEW YORK TIMES CO MTN BE
Q3 2025: Increased +9.2% (110.7k → 120.9k shares)
5.8%
05
$SNDA
SONIDA SENIOR LIVING INC
Q3 2025: Increased +1.5% (198.1k → 201.0k shares)
5.8%
06
$BOX
BOX INC
Q3 2025: Sold 3.4% (193.5k → 187.0k shares)
5.7%
07
$SPOT
SPOTIFY TECHNOLOGY S A
Q3 2025: Increased +1.1% (14.1k → 14.3k shares)
5.4%
08
$SGI
SOMNIGROUP INTERNATIONAL INC
Q3 2025: Sold 10.0% (81.8k → 73.6k shares)
5.4%
09
$IBKR
INTERACTIVE BROKERS GROUP IN
Q3 2025: Sold 30.7% (183.9k → 127.5k shares)
5.3%
10
$CASS
CASS INFORMATION SYS INC
Q3 2025: Increased +14.9% (117.5k → 135.0k shares)
4.3%
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 13:13 UTC.