Ehrenkranz Partners L.P.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Ehrenkranz Partners L.P. reported 32 stock positions worth $114.1 million. Its top holding was Eagle Capital Select Eqty (EAGL) at 20.4% of the portfolio, followed by SS SPDR S&P Biotech ETF (XBI, 14.3%) and iShares MSCI South Korea ETF (EWY, 11.2%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001641043
- Portfolio Value
- $114.1M (Q3 2025)
- SEC Filing
- 0001172661-25-004938 ↗ filed Nov 14, 2025
Holdings Value
Holdings 32 stocks · $114.1M
| EAGL Eagle Capital Select Eqty | 20.40% | 744,416 | $23.3M | — |
| XBI SS SPDR S&P Biotech ETF | 14.34% | 163,193 | $16.4M | — |
| EWY iShares MSCI South Korea ETF | 11.17% | 159,100 | $12.7M | — |
| JAAA Janus Henderson Aaa Clo ETF | 7.18% | 161,261 | $8.2M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.84% | 9,965 | $6.7M | — |
| VOO Vanguard S&P 500 ETF | 5.56% | 10,335 | $6.3M | — |
| RSP Invesco S&P 500 Equal Weight | 5.13% | 30,845 | $5.9M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.73% | 18,292 | $5.4M | — |
| QUAL iShares MSCI USA Quality Fac | 4.69% | 27,490 | $5.3M | — |
| ACWX iShares MSCI Acwi Ex US ETF | 4.05% | 71,008 | $4.6M | — |
| CLOA iShares Aaa Clo Act ETF-Usdi | 2.81% | 61,601 | $3.2M | — |
| IWF iShares Russell 1000 Growth | 2.80% | 6,821 | $3.2M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.13% | 12,989 | $2.4M | — |
| IWR iShares Russell Mid-Cap ETF | 1.18% | 13,898 | $1.3M | — |
| GLD SPDR Gold Shares | 1.08% | 3,455 | $1.2M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.01% | 2,300 | $1.2M | — |
| VCIT Vanguard Int-Term Corporate | 0.96% | 13,046 | $1.1M | — |
| TSLX Sixth Street Specialty Lendi | 0.75% | 37,474 | $857K | — |
| GBDC Golub Capital BDC Inc. | 0.67% | 55,791 | $764K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 1,298 | $427K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.36% | 5,682 | $405K | — |
| MSFT Microsoft Corp. | 0.34% | 750 | $388K | — |
| AMZN Amazon.com Inc. | 0.33% | 1,700 | $373K | — |
| JPM JPMorgan Chase & Co. | 0.30% | 1,100 | $347K | — |
| MS Morgan Stanley | 0.28% | 2,000 | $318K | — |
| APH Amphenol Corp. Class A | 0.26% | 2,400 | $297K | — |
| GOOG Alphabet Inc. Class C | 0.23% | 1,100 | $268K | — |
| V Visa Inc. Class A | 0.23% | 775 | $265K | — |
| META Meta Platforms Inc. Class A | 0.23% | 350 | $257K | — |
| AAPL Apple Inc. | 0.21% | 930 | $237K | — |
| BX Blackstone Inc. | 0.19% | 1,300 | $222K | — |
| KO The Coca-Cola Co. | 0.19% | 3,200 | $214K | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.