Affinity Partners GP LP
SUNNY ISLES BEACH, FL
$565m in 1 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 0.0% of the portfolio this quarter.
Value
$565m
Stocks
1
Top 10 share
100.0%
Turnover
0.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 19.7% since 30 June 2025.
Where the money is
Industrials100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.