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PHOENIX ASSET MANAGEMENT PARTNERS Ltd Portfolio
$77.1M across 9 positions as of 2025-03-31, with 100% of it in the ten largest. 10 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
-10.8%
-25.3% a year vs the S&P 500
3 years
+29.1%
+7.8% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
8 of 15
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +2.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +2.7% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -13.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | -2.4% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +18.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +45.8% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.5% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.7% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NFLXNetflix Inc | $30.5M | 39.6% | 32,724 |
| WWayfair Inc | $15.8M | 20.5% | 494,684 |
| CNX RES CORP | $7.6M | 9.9% | 242,341 |
| HINGHAM INSTN SVGS MASS | $7.5M | 9.8% | 31,680 |
| GREEN BRICK PARTNERS INC | $7.1M | 9.3% | 122,360 |
| AERCAP HOLDINGS NV | $2.8M | 3.7% | 27,570 |
| RYAAYRyanair Holdings PLC | $2.4M | 3.2% | 57,687 |
| GOOGAlphabet Inc | $1.9M | 2.4% | 12,000 |
| HTLDHeartland Express Inc | $1.3M | 1.7% | 143,710 |
Quarter ending 2025-03-31.
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