Leonard Green & Partners, L.P.
Los Angeles, CA
$962m in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 58.0% of the portfolio this quarter.
Value
$962m
Stocks
4
Top 10 share
100.0%
Turnover
58.0%
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.
- Life Time Group HoldingsLTH46.8% of the fund-56%
Sold out
Sold their entire stake.
- Mister CAR Wash-100%
- Callaway GolfCALY-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Life Time Group HoldingsLTH | 46.8% | $450m | 11,027,703 | -56% |
| ClarivateCLVT | 26.2% | $252m | 116,666,507 | Held |
| Williams SonomaWSM | 24.2% | $233m | 1,000,000 | Held |
| Advantage SolutionsADV | 2.8% | $27m | 618,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 71.4% since 30 June 2025.
Where the money is
Retail & consumer71.0%
Technology29.0%
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.