Passaic Partners LLC
13F filer · CIK 0001905809Reported Aug 14, 2026
Net buyer this quarter
13F portfolio value$1.36BU.S. long equity reported on 13F
Positions31 new · 0 closed
Net flow last quarter+$14.9MBuys minus sells
Top 10 positions weight28.5%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 14, 20263 positions | |||||
| $359M | 26.46% | Not reported | -1.0% | Q4 2021 | |
| $19.3M | 1.42% | Not reported | Not reported | Q1 2024 | |
| $7.7M | 0.57% | 0.67% | -8.8% | Q4 2021 | |
| Q1 2026Reported May 15, 20262 positions | |||||
| $316M | 29.58% | Not reported | -1.7% | Q4 2021 | |
| $8.65M | 0.81% | 0.71% | -18.9% | Q4 2021 | |
| Q4 2025Reported Feb 11, 20262 positions | |||||
| $337M | 34.90% | Not reported | -3.0% | Q4 2021 | |
| $9.97M | 1.03% | 1.32% | Not reported | Q4 2021 | |
| Q3 2025Reported Nov 13, 20251 positions | |||||
| $340M | 40.90% | Not reported | -13.2% | Q4 2021 | |
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