Ehrenkranz Partners L.P.
Net buyer this quarter
$173M
32
+$4.37M
14.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $15.5M | 8.93% | Not reported | +26.5% | Q3 2025 |
 NVDA | $1.54M | 0.89% | 0.00% | +10.4% | Q4 2025 |
| GLD | $1.27M | 0.73% | 0.00% | Not reported | Q3 2025 |
 BRK.B | $1.19M | 0.69% | Not reported | Not reported | Q3 2025 |
 GOOG | $1.15M | 0.66% | Not reported | Not reported | Q3 2025 |
 MSFT | $1.09M | 0.63% | 0.00% | Not reported | Q3 2025 |
 AMZN | $1.03M | 0.60% | 0.00% | -1.8% | Q3 2025 |
 GBDC | $996K | 0.58% | 0.03% | +34.8% | Q3 2025 |
 AAPL | $913K | 0.53% | 0.00% | +5.0% | Q3 2025 |
 LLY | $885K | 0.51% | 0.00% | +9.8% | Q4 2025 |
 APH | $746K | 0.43% | 0.00% | -2.0% | Q3 2025 |
 JPM | $742K | 0.43% | 0.00% | Not reported | Q3 2025 |
 TSLX | $739K | 0.43% | 0.05% | +14.8% | Q3 2025 |
 GE | $465K | 0.27% | 0.00% | Not reported | Q4 2025 |
 GEV | $426K | 0.25% | 0.00% | Not reported | Q4 2025 |
 MS | $418K | 0.24% | 0.00% | Not reported | Q3 2025 |
 META | $406K | 0.23% | Not reported | Not reported | Q3 2025 |
 ORCL | $392K | 0.23% | 0.00% | +13.9% | Q4 2025 |
 ADI | $349K | 0.20% | 0.00% | Not reported | Q4 2025 |
 PWR | $313K | 0.18% | 0.00% | -5.4% | Q1 2026 |
 MSI | $290K | 0.17% | 0.00% | +4.3% | Q4 2025 |
 BX | $289K | 0.17% | 0.00% | -29.4% | Q3 2025 |
 V | $281K | 0.16% | 0.00% | -15.3% | Q3 2025 |
 KO | $277K | 0.16% | 0.00% | Not reported | Q3 2025 |
 TMO | $250K | 0.14% | 0.00% | -16.7% | Q4 2025 |
 RTX | $241K | 0.14% | 0.00% | +10.8% | Q4 2025 |
 CRWD | $239K | 0.14% | 0.00% | New | Q2 2026 |
 AVGO | $238K | 0.14% | 0.00% | New | Q2 2026 |
| GOOGL | $236K | 0.14% | 0.00% | New | Q2 2026 |
 DHI | $211K | 0.12% | 0.00% | New | Q2 2026 |
 AON | $208K | 0.12% | 0.00% | -23.8% | Q4 2025 |
 GS | $202K | 0.12% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| SPY | $10.7M | 8.43% | Not reported | +64.2% | Q3 2025 |
| GLD | $1.49M | 1.18% | 0.00% | Not reported | Q3 2025 |
| NVDA | $1.22M | 0.96% | 0.00% | -1.5% | Q4 2025 |
| BRK.B | $1.14M | 0.90% | Not reported | -26.7% | Q3 2025 |
| MSFT | $1.08M | 0.86% | 0.00% | -0.5% | Q3 2025 |
| GOOG | $933K | 0.74% | Not reported | -26.6% | Q3 2025 |
| AMZN | $921K | 0.73% | 0.00% | +3.6% | Q3 2025 |
| AAPL | $762K | 0.60% | 0.00% | Not reported | Q3 2025 |
| GBDC | $727K | 0.57% | 0.02% | +1.4% | Q3 2025 |
| TSLX | $689K | 0.54% | 0.04% | Not reported | Q3 2025 |
| JPM | $667K | 0.53% | 0.00% | -7.7% | Q3 2025 |
| LLY | $618K | 0.49% | 0.00% | -4.1% | Q4 2025 |
| APH | $545K | 0.43% | 0.00% | +22.3% | Q3 2025 |
| META | $413K | 0.33% | Not reported | Not reported | Q3 2025 |
| BX | $400K | 0.32% | 0.00% | Not reported | Q3 2025 |
| GE | $353K | 0.28% | 0.00% | Not reported | Q4 2025 |
| ORCL | $345K | 0.27% | 0.00% | -3.1% | Q4 2025 |
| MS | $329K | 0.26% | 0.00% | Not reported | Q3 2025 |
| GEV | $317K | 0.25% | 0.00% | +5.8% | Q4 2025 |
| TMO | $294K | 0.23% | 0.00% | Not reported | Q4 2025 |
| V | $292K | 0.23% | 0.00% | +2.7% | Q3 2025 |
| MSI | $291K | 0.23% | 0.00% | -5.9% | Q4 2025 |
| ADI | $280K | 0.22% | 0.00% | Not reported | Q4 2025 |
| AON | $265K | 0.21% | 0.00% | -6.8% | Q4 2025 |
| KO | $259K | 0.20% | 0.00% | Not reported | Q3 2025 |
| PWR | $253K | 0.20% | 0.00% | New | Q1 2026 |
| RTX | $221K | 0.17% | 0.00% | Not reported | Q4 2025 |
 TMUS | $219K | 0.17% | 0.00% | -11.8% | Q4 2025 |
 NEE | $201K | 0.16% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| SPY | $6.82M | 7.72% | Not reported | +0.1% | Q3 2025 |
| BRK.B | $1.63M | 1.85% | Not reported | +40.9% | Q3 2025 |
| MSFT | $1.42M | 1.61% | 0.00% | +292.7% | Q3 2025 |
| GOOG | $1.39M | 1.58% | Not reported | +303.0% | Q3 2025 |
| GLD | $1.37M | 1.55% | 0.00% | Not reported | Q3 2025 |
| NVDA | $1.32M | 1.50% | 0.00% | New | Q4 2025 |
| AMZN | $985K | 1.12% | 0.00% | +150.9% | Q3 2025 |
| AAPL | $817K | 0.93% | 0.00% | +223.0% | Q3 2025 |
| TSLX | $814K | 0.92% | 0.04% | Not reported | Q3 2025 |
| JPM | $792K | 0.90% | 0.00% | +123.4% | Q3 2025 |
| GBDC | $768K | 0.87% | 0.02% | +1.5% | Q3 2025 |
| LLY | $753K | 0.85% | 0.00% | New | Q4 2025 |
| BX | $536K | 0.61% | 0.00% | +167.5% | Q3 2025 |
| APH | $478K | 0.54% | 0.00% | +47.0% | Q3 2025 |
| META | $476K | 0.54% | Not reported | +106.0% | Q3 2025 |
| ORCL | $472K | 0.53% | 0.00% | New | Q4 2025 |
| GE | $383K | 0.43% | 0.00% | New | Q4 2025 |
| MS | $355K | 0.40% | 0.00% | Not reported | Q3 2025 |
| TMO | $347K | 0.39% | 0.00% | New | Q4 2025 |
| V | $330K | 0.37% | 0.00% | +21.6% | Q3 2025 |
| AON | $311K | 0.35% | 0.00% | New | Q4 2025 |
 MLM | $306K | 0.35% | 0.00% | New | Q4 2025 |
 APO | $281K | 0.32% | 0.00% | New | Q4 2025 |
 UBER | $280K | 0.32% | 0.00% | New | Q4 2025 |
| MSI | $274K | 0.31% | 0.00% | New | Q4 2025 |
 MA | $256K | 0.29% | 0.00% | New | Q4 2025 |
| TMUS | $240K | 0.27% | 0.00% | New | Q4 2025 |
| ADI | $238K | 0.27% | 0.00% | New | Q4 2025 |
| KO | $238K | 0.27% | 0.00% | +6.5% | Q3 2025 |
| GEV | $224K | 0.25% | 0.00% | New | Q4 2025 |
| RTX | $210K | 0.24% | 0.00% | New | Q4 2025 |
 UNP | $207K | 0.24% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
 EAGL | $23.3M | 20.40% | Not reported | New | Q3 2025 |
| SPY | $6.66M | 5.84% | Not reported | New | Q3 2025 |
| GLD | $1.23M | 1.08% | 0.00% | New | Q3 2025 |
| BRK.B | $1.16M | 1.01% | Not reported | New | Q3 2025 |
| TSLX | $857K | 0.75% | 0.04% | New | Q3 2025 |
| GBDC | $764K | 0.67% | 0.02% | New | Q3 2025 |
| MSFT | $388K | 0.34% | 0.00% | New | Q3 2025 |
| AMZN | $373K | 0.33% | 0.00% | New | Q3 2025 |
| JPM | $347K | 0.30% | 0.00% | New | Q3 2025 |
| MS | $318K | 0.28% | 0.00% | New | Q3 2025 |
| APH | $297K | 0.26% | 0.00% | New | Q3 2025 |
| GOOG | $268K | 0.23% | Not reported | New | Q3 2025 |
| V | $265K | 0.23% | 0.00% | New | Q3 2025 |
| META | $257K | 0.23% | Not reported | New | Q3 2025 |
| AAPL | $237K | 0.21% | 0.00% | New | Q3 2025 |
| BX | $222K | 0.19% | 0.00% | New | Q3 2025 |
| KO | $214K | 0.19% | 0.00% | New | Q3 2025 |