Investor

ANGELO GORDON & CO., L.P.

CIK 0000860662 · filed 2026-02-17 · SEC filing

Q4 2025

13F book

$1.06B

Positions

Largest name

13.0%

Anywhere Real Estate Inc

Est. mark

—

Need a prior quarter to estimate

Holdings Activity

Show puts & calls

Name	Ticker	Shares	Value	Weight	Est. mark	Change
Anywhere Real Estate Inc	—	9.69M	$137.3M	13.0%	—	Held
Enviri Corp	NVRI	3.52M	$63.1M	6.0%	—	Held
Ugi Corp New	—	40M	$56.7M	5.3%	—	Held
Bofa Fin Llc	—	51.6M	$56M	5.3%	—	Held
Evergy, Inc.	EVRG	45M	$54.8M	5.2%	—	Held
Bruker Corp	—	133K	$48.3M	4.6%	—	Held
Ngl Energy Partners Lp	—	4.69M	$46.9M	4.4%	—	Held
Starwood Ppty Tr Inc	—	44.3M	$45.7M	4.3%	—	Held
Wec Energy Group, Inc.	WEC	34M	$39.7M	3.7%	—	Held
Hewlett Packard Enterprise C	—	575K	$38M	3.6%	—	Held
Duke Energy Corp New	—	36M	$37.1M	3.5%	—	Held
Novanta Inc	—	661.7K	$36M	3.4%	—	Held
Ares Management Corporation	—	670K	$33.7M	3.2%	—	Held
Quanex Bldg Prods Corp	—	2.05M	$31.6M	3.0%	—	Held
MARRIOTT VACATIONS WORLDWIDE Corp	VAC	31M	$29.4M	2.8%	—	Held
Pg&E Corp	—	700K	$28.7M	2.7%	—	Held
Ppl Cap Fdg Inc	—	25.5M	$28M	2.6%	—	Held
Pg&E Corp	—	25M	$25.7M	2.4%	—	Held
Pinnacle West Cap Corp	—	23.5M	$25.1M	2.4%	—	Held
Tpg Mtg Invts Tr Inc	—	2.32M	$19.7M	1.9%	—	Held
Apollo Global Mgmt Inc	—	250K	$18.8M	1.8%	—	Held
Box Inc	—	18M	$17.5M	1.7%	—	Held
Dayforce Inc	—	210K	$14.5M	1.4%	—	Held
Exact Sciences Corp	—	140K	$14.2M	1.3%	—	Held
Frontier Communications Pare	—	350K	$13.3M	1.3%	—	Held
Cyberark Software Ltd	—	27K	$12M	1.1%	—	Held
Halozyme Therapeutics, Inc.	HALO	10M	$10.8M	1.0%	—	Held
Cms Energy Corp	—	9M	$9.63M	0.9%	—	Held
Norfolk Southn Corp	—	30.5K	$8.81M	0.8%	—	Held
Electronic Arts Inc.	EA	40K	$8.17M	0.8%	—	Held
Warner Bros. Discovery, Inc.	WBD	230K	$6.63M	0.6%	—	Held
Haemonetics Corp Mass	—	6M	$5.92M	0.6%	—	Held
Shift4 Pmts Inc	—	60K	$4.79M	0.5%	—	Held
Etsy Inc	ETSY	4.73M	$4.22M	0.4%	—	Held
Dexcom Inc	DXCM	4.5M	$4.14M	0.4%	—	Held
Chart Inds Inc	—	20K	$4.12M	0.4%	—	Held
Air Lease Corp	—	60K	$3.85M	0.4%	—	Held
Avidity Biosciences Inc	—	45K	$3.25M	0.3%	—	Held
Confluent Inc	—	100K	$3.02M	0.3%	—	Held
BILL Holdings, Inc.	BILL	3M	$2.76M	0.3%	—	Held
Txnm Energy Inc	TXNM	45K	$2.65M	0.3%	—	Held
Kenvue Inc.	KVUE	100K	$1.73M	0.2%	—	Held
Amicus Therapeutics Inc	—	100K	$1.42M	0.1%	—	Held
Core Scientific Inc New	—	32.5K	$473.2K	0.0%	—	Held
Anywhere Real Estate Group L	—	427K	$428.1K	0.0%	—	Held
Payoneer Global Inc.	PAYO	83.9K	$377.4K	0.0%	—	Held

Positions as of Q4 2025. 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.