TOMS Capital Investment Management LP

All 13F Filings

Location
New York, NY
Most recent 13F
Q4 2025
Holdings value ($000)
4,763,508
Description
New York New York based institutional asset management platform with a partner led organization and a mandate specific and implementation minded investment mandate. The approach emphasizes fundamental research depth, multi sleeve portfolio balancing, and valuation discipline and downside awareness for public markets focused allocations. The process prioritizes downside control, mandate clarity, and consistent execution standards through risk budget governance and risk accountability.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/17/2026 21 4,763,508 13F-HR TOMS Capital Investment Management LP
Q3 2025 11/14/2025 22 4,311,714 13F-HR TOMS Capital Investment Management LP
Q2 2025 8/14/2025 19 3,081,999 13F-HR TOMS Capital Investment Management LP
Q1 2025 5/15/2025 21 3,289,828 13F-HR TOMS Capital Investment Management LP
Q4 2024 2/14/2025 17 2,745,713 13F-HR TOMS Capital Investment Management LP
Q3 2024 11/14/2024 23 2,687,415 13F-HR TOMS Capital Investment Management LP
Q2 2024 8/14/2024 27 2,664,795 13F-HR TOMS Capital Investment Management LP
Q1 2024 5/15/2024 19 2,389,569 13F-HR TOMS Capital Investment Management LP
Q4 2023 2/14/2024 20 2,419,435 13F-HR TOMS Capital Investment Management LP
Q3 2023 11/14/2023 25 2,285,209 13F-HR TOMS Capital Investment Management LP
Q2 2023 8/14/2023 22 2,395,775 13F-HR TOMS Capital Investment Management LP
Q1 2023 5/16/2023 23 1,632,930 13F-HR/A - RESTATEMENT TOMS Capital Investment Management LP
Q1 2023 5/15/2023 23 1,632,930 13F-HR TOMS Capital Investment Management LP
Q4 2022 2/14/2023 11 843,945 13F-HR TOMS Capital Investment Management LP
Q3 2022 11/14/2022 13 1,101,304 13F-HR TOMS Capital Investment Management LP
Q2 2022 8/15/2022 10 372,647 13F-HR TOMS Capital Investment Management LP
Q1 2022 5/16/2022 21 1,542,870 13F-HR TOMS Capital Investment Management LP
Q4 2021 2/14/2022 23 1,692,713 13F-HR TOMS Capital Investment Management LP
Q3 2021 11/17/2021 36 1,740,188 13F-HR/A - RESTATEMENT TOMS Capital Investment Management LP
Q3 2021 11/15/2021 36 1,740,188 13F-HR TOMS Capital Investment Management LP
Q2 2021 8/16/2021 40 1,271,116 13F-HR TOMS Capital Investment Management LP
Q1 2021 5/18/2021 1 54,000 13F-HR/A - NEW HOLDINGS TOMS Capital Investment Management LP
Q1 2021 5/17/2021 42 1,343,001 13F-HR TOMS Capital Investment Management LP
Q4 2020 2/9/2021 29 1,268,705 13F-HR TOMS Capital Investment Management LP
Q3 2020 11/13/2020 16 669,200 13F-HR TOMS Capital Investment Management LP
Q2 2020 8/24/2020 2 56,651 13F-HR/A - NEW HOLDINGS TOMS Capital Investment Management LP
Q2 2020 8/13/2020 6 251,821 13F-HR TOMS Capital Investment Management LP
Q1 2020 5/15/2020 13 580,928 13F-HR TOMS Capital Investment Management LP
Q4 2019 2/14/2020 14 816,415 13F-HR TOMS Capital Investment Management LP
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 3.329 M (69.9% of total reported value) · QoQ Δ: +144.1 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.435 M 100.0% 307.7 K 0 307.7 K
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Fund Snapshot

Q4 2025
Latest filed
2/17/2026
Total value ($000)
4,763,508
Holdings
21
QoQ value change ($000)
451,794 (10.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.