Emmett Investment Management, LP

data from 30/09/2025

Capitalization

$ 135.531 M 7.51 %

Average holding period

3 ans

Performance

$ 11.749 M 10.24 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Emmett Investment Management, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 WSR WHITESTONE REIT 11.36% 15.391 M $ 1262643 2024/12/31 -229.041 K $ -1.60 %
2025/09/30 CME CME GROUP INC 7.73% 10.475 M $ 39405 2024/12/31 -189.561 K $ -1.97 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 7.37% 9.994 M $ 14263 2024/12/31 -977.902 K $ -9.60 %
2025/09/30 IBKR INTERACTIVE BROKERS GROUP IN 6.47% 8.768 M $ 127480 2024/12/31 2.464 M $ 23.79 %
2025/09/30 L LOEWS CORP 6.05% 8.197 M $ 81844 2025/09/30 0.000 $ 0.00 %
2025/09/30 LOW LOWES COS INC 6.05% 8.197 M $ 81844 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLYVK LIBERTY MEDIA CORP DEL 5.01% 6.788 M $ 71827 2024/12/31 1.136 M $ 19.67 %
2025/09/30 NYT NEW YORK TIMES CO 4.96% 6.729 M $ 120850 2025/06/30 157.123 K $ 2.52 %
2025/09/30 SOMNIGROUP INTERNATIONAL INC 4.52% 6.121 M $ 73550 2025/03/31 1.106 M $ 19.41 %
2025/09/30 BOX BOX INC 4.43% 5.997 M $ 186950 2024/12/31 -367.554 K $ -5.64 %
2025/09/30 SNDA SONIDA SENIOR LIVING INC 4.10% 5.556 M $ 201020 2024/12/31 548.659 K $ 11.47 %
2025/09/30 CASS CASS INFORMATION SYS INC 3.90% 5.286 M $ 134995 2024/12/31 -483.997 K $ -9.09 %
2025/09/30 MCRI MONARCH CASINO & RESORT INC 3.52% 4.772 M $ 45168 2024/12/31 1.274 M $ 21.83 %
2025/09/30 GLD SPDR GOLD TR 3.17% 4.292 M $ 12055 2024/12/31 594.260 K $ 16.47 %
2025/09/30 Z ZILLOW GROUP INC 2.97% 4.030 M $ 54850 2024/12/31 628.453 K $ 9.92 %
2025/09/30 CBL CBL & ASSOC PPTYS INC 2.85% 3.860 M $ 125840 2025/06/30 616.224 K $ 20.09 %
2025/09/30 AN AUTONATION INC 2.58% 3.496 M $ 15640 2025/09/30 0.000 $ 0.00 %
2025/09/30 YEXT YEXT INC 2.32% 3.150 M $ 373663 2025/06/30 4.396 K $ 0.24 %
2025/09/30 ZG ZILLOW GROUP INC 2.11% 2.860 M $ 40179 2025/09/30 0.000 $ 0.00 %
2025/09/30 HLT HILTON WORLDWIDE HLDGS INC 2.09% 2.838 M $ 11054 2024/12/31 -88.899 K $ -2.57 %
2025/09/30 PM PHILIP MORRIS INTL INC 1.91% 2.588 M $ 16090 2024/12/31 -656.195 K $ -11.23 %
2025/09/30 IDT IDT CORP 1.73% 2.351 M $ 46409 2024/12/31 -1.284 M $ -23.20 %
2025/09/30 GRND GRINDR INC 1.45% 1.968 M $ 132285 2024/12/31 -1.398 M $ -35.15 %
2025/09/30 GBTG GLOBAL BUSINESS TRAVEL GROUP 1.35% 1.826 M $ 229404 2024/12/31 779.969 K $ 28.08 %
2025/09/30 CEPO CANTOR EQUITY PARTNERS I INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 SITC SITE CTRS CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 BTI BRITISH AMERN TOB PLC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CEPT CANTOR EQUITY PARTNERS II IN 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %