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Camden Asset Management L P

13F filer · CIK 0000903944
Reported Aug 12, 2026
Net buyer this quarter
13F portfolio value$3.43BU.S. long equity reported on 13F
Positions42 new · 1 closed
Net flow last quarter+$153MBuys minus sells
Top 10 positions weight8.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 12, 20264 positions
GOOGNAlphabet Inc.$132M3.85%Not reportedNewQ2 2026
PPLCPPL Corp$74.6M2.17%Not reported-14.0%Q1 2026
SOMNSouthern Co$57.5M1.68%Not reported+110.4%Q4 2025
GOOGMAlphabet Inc.$11.1M0.32%Not reportedNewQ2 2026
Q1 2026Reported May 14, 20263 positions
PPLCPPL Corp$90.8M3.09%Not reportedNewQ1 2026
SOMNSouthern Co$28.3M0.96%Not reported-67.3%Q4 2025
BABoeing Co$8.02M0.27%0.01%NewQ1 2026
Q4 2025Reported Feb 13, 20261 positions
SOMNSouthern Co$83.1M2.10%Not reportedNewQ4 2025
Q3 2025Reported Nov 13, 20251 positions
WOLFWolfspeed, Inc.$9.45M0.21%0.21%NewQ3 2025
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