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Institutional

13D Management LLC

CIK 0001600133
$64.5M
Reported AUM
13
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · 13D Management LLC · Q1 2026

AI · grounded in 13F

13D Management LLC established a new position in ACHC valued at $6.88M. The fund closed four positions, led by the exit of SWX for $5.11M, followed by the liquidation of BILL for $4.91M and WEX for $4.37M. Additionally, the fund trimmed its holdings in MRCY by 41.73% and VSAT by 18.34%.

Portfolio · Q1 2026

TWLO$7.6MVSAT$7.5MACHC$6.9MPSO$6.0MALV$5.9MCRL$4.5MMRCY$4.4MEXEL$4.3MITGR$4.1METSY$3.6MFUN$3.3MTRIP$3.2MOther$3.1M1L

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1TWLOTWILIO INC$7.6M11.85%HELD
2VSATVIASAT INC$7.5M11.70%-37,000-18.3%
3ACHCACADIA HEALTHCARE COMPANY IN$6.9M10.66%+294,000NEW
4PSOPEARSON PLC$6.0M9.33%HELD
5ALVAUTOLIV INC$5.9M9.10%HELD
6CRLCHARLES RIV LABS INTL INC$4.5M6.90%-2,200-7.9%
7MRCYMERCURY SYS INC$4.4M6.83%-43,300-41.7%
8EXELEXELIXIS INC$4.3M6.74%-19,000-15.8%
9ITGRINTEGER HLDGS CORP$4.1M6.41%HELD
10ETSYETSY INC$3.6M5.57%HELD
11FUNSIX FLAGS ENTERTAINMENT CORP$3.3M5.13%HELD
12TRIPTRIPADVISOR INC$3.2M4.96%HELD
13WKWORKIVA INC$3.1M4.81%HELD
14SWXSOUTHWEST GAS HLDGS INC-63,798EXITED
15BILLBILL HOLDINGS INC-90,000EXITED
16WEXWEX INC-29,350EXITED
17LWLAMB WESTON HLDGS INC-76,001EXITED

Source: SEC EDGAR · accession 0001172661-26-002041. 13F discloses long positions only — shorts, foreign equities, and options are excluded.