Ehrenkranz Partners L.P.

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$126,444
Net value change ($000)
+38,188 (43.3%)
New positions
5
Sold out positions
5
Turnover %
23.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EWJ 25,270 NEW
EWY 11,838 76.5%
SPY 3,837 56.3%
XBI 1,502 NEW
RSP 959 16.2%
OAKM 601 NEW
ACWX 569 11.9%
PWR 253 NEW
NEE 201 NEW
VO 155 2.9%
Top Reduces (Value $000, Stocks/ETFs)
AKRE -1,741 -28.3%
IWF -1,378 -30.5%
BRK-B -491 -30.1%
GOOGL -458 -32.9%
MSFT -340 -23.9%
MLM -306 -100.0%
APO -281 -100.0%
UBER -280 -100.0%
VOO -277 -4.3%
MA -256 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type