Elwood Capital Partners Lp Top Holdings and 13F Report (2025) About Elwood Capital Partners LpInvestment ActivityElwood Capital Partners Lp has $115.67 million in total holdings as of March 31, 2025.Elwood Capital Partners Lp owns shares of 18 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 38.97% of the portfolio was purchased this quarter.About 27.68% of the portfolio was sold this quarter.This quarter, Elwood Capital Partners Lp has purchased 22 new stocks and bought additional shares in 11 stocks.Elwood Capital Partners Lp sold shares of 4 stocks and completely divested from 7 stocks this quarter.Largest Holdings UnitedHealth Group $29,491,839Philip Morris International $17,462,046Microsoft $9,475,970Amazon.com $7,632,851Tempur Sealy International $6,969,313 Largest New Holdings this Quarter 882508104 - Texas Instruments $4,525,565 Holding070830104 - Bath & Body Works $2,849,686 Holding009158106 - Air Products and Chemicals $2,211,900 Holding Largest Purchases this Quarter UnitedHealth Group 14,347 shares (about $22.06M)Texas Instruments 25,184 shares (about $4.53M)Bath & Body Works 93,987 shares (about $2.85M)Take-Two Interactive Software 13,112 shares (about $2.72M)Planet Fitness 23,503 shares (about $2.27M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 20,195 shares (about $6.64M)Philip Morris International 11,550 shares (about $5.64M)GE Aerospace 13,977 shares (about $2.80M)Procore Technologies 9,567 shares (about $631.61K) Sector Allocation Over TimeMap of 500 Largest Holdings ofElwood Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUNHUnitedHealth Group$29,491,839$22,055,849 ▲296.6%19,18425.5%MedicalPMPhilip Morris International$17,462,046$5,639,849 ▼-24.4%35,76115.1%Consumer StaplesMSFTMicrosoft$9,475,970$2,160,370 ▲29.5%25,2438.2%Computer and TechnologyAMZNAmazon.com$7,632,851$1,811,846 ▲31.1%40,1186.6%Retail/WholesaleTPXTempur Sealy International$6,969,313$1,530,892 ▲28.1%116,3886.0%Retail/WholesalePLNTPlanet Fitness$6,763,473$2,270,625 ▲50.5%70,0085.8%Consumer DiscretionaryTXNTexas Instruments$4,525,565$4,525,565 ▲New Holding25,1843.9%Computer and TechnologyTTWOTake-Two Interactive Software$3,753,712$2,717,462 ▲262.2%18,1123.2%Consumer DiscretionaryTEAMAtlassian$3,751,024$761,409 ▲25.5%17,6763.2%Computer and TechnologyREDDIT INC$3,671,500$1,049,000 ▲40.0%35,0003.2%CL ATSMTaiwan Semiconductor Manufacturing$3,321,660$6,635,106 ▼-66.6%10,1102.9%Computer and TechnologyRTORentokil Initial$3,236,320$302,257 ▲10.3%141,3242.8%Business ServicesGEGE Aerospace$3,082,710$2,797,496 ▼-47.6%15,4022.7%IndustrialsICEIntercontinental Exchange$2,954,580$625,830 ▲26.9%17,1282.6%FinanceBBWIBath & Body Works$2,849,686$2,849,686 ▲New Holding93,9872.5%Retail/WholesaleWIXWix.com$2,653,455$204,879 ▲8.4%16,2412.3%Computer and TechnologyAPDAir Products and Chemicals$2,211,900$2,211,900 ▲New Holding7,5001.9%Basic MaterialsPCORProcore Technologies$1,866,782$631,614 ▼-25.3%28,2761.6%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$0$8,733,000 ▼-100.0%00.0%ETFEFXEquifax$0$1,911,375 ▼-100.0%00.0%Business ServicesMRVLMarvell Technology$0$1,380,625 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$1,337,320 ▼-100.0%00.0%Computer and TechnologyGE VERNOVA INC$0$1,151,255 ▼-100.0%00.0%COMVMCVulcan Materials$0$964,613 ▼-100.0%00.0%ConstructionWWDWoodward$0$832,100 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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