Ehrenkranz Partners L.P. reported 31 positions worth $18.03M for the quarter ended Jun 30, 2026, up 16.2% on the prior quarter. It opened 5 new positions, added to 8, trimmed 7 and exited 2. Its largest holding is Nvidia Corp at 8.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GBDC GOLUB CAPITAL BDC, Inc. | +20.0K | +34.8% | $257.36K | 5.53% |
| CRWD CrowdStrike Holdings, Inc. | +1,252 | – | $238.86K | 1.32% |
| AVGO Broadcom Inc. | +630 | – | $237.98K | 1.32% |
| GOOGL Alphabet Inc. | +660 | – | $235.86K | 1.31% |
| DHI Horton D R Inc | +1,297 | – | $211.25K | 1.17% |
| GS Goldman Sachs Group Inc | +200 | – | $202.27K | 1.12% |
| NVDA Nvidia Corp | +729 | +10.4% | $145.87K | 8.56% |
| TSLX Sixth Street Specialty Lending, Inc. | +5,541 | +14.8% | $95.14K | 4.1% |
| LLY ELI LILLY & Co | +66 | +9.8% | $79.16K | 4.91% |
| ORCL Oracle Corp | +327 | +13.9% | $47.92K | 2.17% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TMUS T-Mobile US, Inc. | -1,044 | -100.0% | $219.27K | Exited |
| NEE Nextera Energy Inc | -2,169 | -100.0% | $201.46K | Exited |
| BX Blackstone Inc. | -1,024 | -29.4% | $120.49K | 1.6% |
| AON Aon plc | -195 | -23.8% | $64.68K | 1.15% |
| V Visa Inc. | -148 | -15.3% | $50.78K | 1.56% |
| TMO Thermo Fisher Scientific Inc. | -100 | -16.7% | $50.14K | 1.39% |
| AMZN Amazon Com Inc | -80 | -1.8% | $19.07K | 5.74% |
| PWR Quanta Services, Inc. | -25 | -5.4% | $18.00K | 1.74% |
| APH Amphenol Corp | -168 | -1.9% | $14.81K | 4.14% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 7,711 | $1.54M | 8.56% | +729 | +10.4% | Added | 0% |
| 2 | GLD Spdr Gold Trust | Financial Services | 3,455 | $1.27M | 7.06% | 0 | 0.0% | Unchanged | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,375 | $1.19M | 6.59% | 0 | 0.0% | Unchanged | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 3,252 | $1.15M | 6.37% | 0 | 0.0% | Unchanged | 0% |
| 5 | MSFT Microsoft Corp | Technology | 2,929 | $1.09M | 6.06% | 0 | 0.0% | Unchanged | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 4,341 | $1.03M | 5.74% | -80 | -1.8% | Reduced | 0% |
| 7 | GBDC GOLUB CAPITAL BDC, Inc. | Financial Services | 77.4K | $996.48K | 5.53% | +20.0K | +34.8% | Added | 0.03% |
| 8 | AAPL Apple Inc. | Technology | 3,155 | $912.93K | 5.06% | +151 | +5.0% | Added | 0% |
| 9 | LLY ELI LILLY & Co | Healthcare | 738 | $885.18K | 4.91% | +66 | +9.8% | Added | 0% |
| 10 | APH Amphenol Corp | Industrials | 8,460 | $745.83K | 4.14% | -168 | -1.9% | Reduced | 0% |
| 11 | JPM Jpmorgan Chase & Co | Financial Services | 2,268 | $742.38K | 4.12% | 0 | 0.0% | Unchanged | 0% |
| 12 | TSLX Sixth Street Specialty Lending, Inc. | Financial Services | 43.0K | $738.57K | 4.1% | +5,541 | +14.8% | Added | 0.05% |
| 13 | GE General Electric Co | Industrials | 1,243 | $464.55K | 2.58% | 0 | 0.0% | Unchanged | 0% |
| 14 | GEV GE Vernova Inc. | Industrials | 363 | $426.47K | 2.36% | 0 | 0.0% | Unchanged | 0% |
| 15 | MS Morgan Stanley | Financial Services | 2,000 | $418.08K | 2.32% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Ehrenkranz Partners.
As of its Q2 2026 13F filing, Ehrenkranz Partners L.P.’s five largest positions were Nvidia Corp (NVDA) at 8.6%, Spdr Gold Trust (GLD) at 7.1%, Berkshire Hathaway Inc (BRK-B) at 6.6%, Alphabet Inc. (GOOG) at 6.4%, Microsoft Corp (MSFT) at 6.1% of the reported portfolio.
Ehrenkranz Partners L.P. reported a 13F portfolio worth $18.03M across 31 positions for Q2 2026. That is up 16.2% from the previous quarter.
Its largest purchases by value were GOLUB CAPITAL BDC, Inc. ($257.36K), CrowdStrike Holdings, Inc. ($238.86K), Broadcom Inc. ($237.98K). It opened 5 new positions.
Its largest sales by value were T-Mobile US, Inc. ($219.27K), Nextera Energy Inc ($201.46K), Blackstone Inc. ($120.49K). It exited 2 positions entirely.
From the Form 13F-HR reports Ehrenkranz Partners L.P. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.