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Quarry LP

SEC Form 13F institutional filer · CIK 0001965207

13F-HR · 373 reported holdings · 2026-03-31

Reported long-US-equity value

$0.11B

Top-10 concentration

54.9%

Quarry LP — $110M AUM allocation strategy

Quarry LP files SEC Form 13F and reports $110M of long US equity value across 373 reported holdings for 2026-03-31.

Its largest sector bet is Communication Services 16.1%, followed by Industrials 15.6% and Financials 13.1%.

The top 10 holdings account for 55% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Quarry LP — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$110M

total across 373 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

55% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$BLK$KVUE$WBD

+$BLK +1.08M sh · +$8.27M+$KVUE +560K sh · +$9.66M+$WBD +537K sh · +$14.8M

Biggest trims (shares)

$CBRE$AES$NVDA

−$CBRE −445K sh · −$1.93M−$AES −404K sh · −$5.8M−$NVDA −253K sh · −$93.4M

Added from nil (new positions)

$XLY$IYY$XLI$XLF$SNDK

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$SPGI$BDX$XYL$MSI$BNY

$SPGI ($1.48M last qtr)$BDX ($547K last qtr)$XYL ($544K last qtr)$MSI ($524K last qtr)$BNY ($487K last qtr)

Sector allocation (share of reported value)

Communication Services 16%Industrials 16%Financials 13%Consumer Staples 9%ETFs 3%Information Technology 2%Utilities 1%Other holdings 40%SECTORS
  • $XLCCommunication Services16.1%
  • $XLIIndustrials15.6%
  • $XLFFinancials13.1%
  • $XLPConsumer Staples8.8%
  • ETFs3.4%
  • $XLKInformation Technology1.6%
  • $XLUUtilities1.4%
  • Other holdings39.9%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Rail Transportation 14%Broadcasting 13%Asset Management & Custody Banks 13%Personal Care Products 9%Wireless Telecommunication Services 3%Multi-Utilities 1%Semiconductors 1%Aerospace & Defense 1%Other holdings 46%INDUSTRIES
  • Rail Transportation14.4%
  • Broadcasting13.5%
  • Asset Management & Custody Banks12.7%
  • Personal Care Products8.8%
  • Wireless Telecommunication Services2.6%
  • Multi-Utilities1.0%
  • Semiconductors0.7%
  • Aerospace & Defense0.6%
  • Other holdings45.7%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

8 of 8 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$NSCNorfolk Southern Corporation55.4K$15.9M+11.6K14.5%
$WBDWarner Bros. Discovery Inc. Series A540K$14.8M+537K13.5%
$BLKBlackRock Inc1.34M$10.8M+1.08M9.8%
$KVUEKenvue Inc565K$9.74M+560K8.8%
$ECHOEchoStar Corporation24.7K$2.9M-7.03K2.6%
$IVZInvesco Ltd666K$2.36M+247K2.1%
$BENFranklin Templeton Inc128K$746K-64.8K0.7%
$MUMicron Technology Inc2.15K$727K+1.78K0.7%

…and 365 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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