Ehrenkranz Partners L.P.

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$173,222
Net value change ($000)
+46,778 (37.0%)
New positions
7
Sold out positions
5
Turnover %
8.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
EWY 17,512 64.1%
EWJ 15,641 61.9%
EFA 8,665 308.5%
SPY 4,820 45.2%
VTV 2,762 108.2%
ITA 2,206 NEW
VOO 916 14.7%
RSP 746 10.9%
ACWX 654 12.2%
VO 577 10.6%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -5,273 -100.0%
AKRE -4,413 -100.0%
XBI -1,502 -100.0%
TMUS -219 -100.0%
GLD -214 -14.4%
NEE -201 -100.0%
BX -111 -27.8%
AON -57 -21.5%
TMO -44 -15.0%
V -11 -3.8%
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