Freestone Grove Partners LP
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 14,158,267
- Description
- San Francisco California based research oriented capital manager with a partner led organization and a pragmatic and allocation disciplined investment mandate. The approach emphasizes active stewardship and governance oversight, valuation discipline and downside awareness, and fundamental research depth for long horizon investment mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through portfolio concentration discipline and oversight rigor.
- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 962 | 14,158,267 | 13F-HR | Freestone Grove Partners LP |
| Q4 2025 | 2/17/2026 | 713 | 13,832,027 | 13F-HR | Freestone Grove Partners LP |
| Q3 2025 | 11/14/2025 | 678 | 13,389,735 | 13F-HR | Freestone Grove Partners LP |
| Q1 2025 | 5/15/2025 | 568 | 9,707,259 | 13F-HR | Freestone Grove Partners LP |
| Q4 2024 | 2/14/2025 | 569 | 8,161,279 | 13F-HR | Freestone Grove Partners LP |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
365.9 K
(2.6% of total reported value)
· QoQ Δ:
+365.9 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 12.36 M | 89.6% | 363.8 K | 0 | 363.8 K |
| ETFs | 1.436 M | 10.4% | 0 | 403.5 K | -403.5 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
14,158,267
Holdings
962
QoQ value change ($000)
326,240
(2.4%)
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.