Investor
13D Management LLC
CIK 0001600133 · filed 2026-05-15 · SEC filing
13F book
$64.5M
Positions
13
1 new · 4 sold
Largest name
11.9%
Twilio Inc · TWLO
Est. mark
−$3.15M
Price effect on 12 names still held. Flow −$16.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Twilio Inc | TWLO | 60.8K | $7.64M | 11.9% | −$997.6K | Held |
| Viasat Inc | VSAT | 164.8K | $7.55M | 11.7% | $1.87M | Cut$593.2K |
| Acadia Healthcare Company In | — | 294K | $6.88M | 10.7% | — | New |
| Pearson Plc | — | 458.3K | $6.02M | 9.3% | −$417.1K | Held |
| Autoliv Inc | ALV | 55.8K | $5.87M | 9.1% | −$756.1K | Held |
| Charles Riv Labs Intl Inc | — | 25.8K | $4.45M | 6.9% | −$696.1K | Cut−$1.13M |
| Mercury Sys Inc | — | 60.5K | $4.41M | 6.8% | −$6.05K | Cut−$3.17M |
| Exelixis, Inc. | EXEL | 101.3K | $4.35M | 6.7% | −$95.3K | Cut−$928K |
| Integer Hldgs Corp | — | 47K | $4.14M | 6.4% | $449.8K | Held |
| Etsy Inc | ETSY | 71.8K | $3.59M | 5.6% | −$392.2K | Held |
| Six Flags Entertainment Corp | — | 186.5K | $3.31M | 5.1% | $449.5K | Held |
| TripAdvisor, Inc. | TRIP | 300K | $3.2M | 5.0% | −$1.17M | Held |
| Workiva Inc | WK | 52K | $3.1M | 4.8% | −$1.38M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.