Declaration Partners LP
•CIK: 2111350•Filing: Q4 2025
**Declaration Partners LP** manages $200M, currently maintaining a highly concentrated portfolio structure. The fund's investment thesis is singularly focused, evidenced by its single top holding in STUB, representing 100% of its current assets. This extreme concentration suggests a high conviction bet on the performance trajectory of STUB. Investors should note the portfolio's near-total exposure to this single name.
Total AUM
$200.1M
QoQ Performance
N/A
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
STUB
STUB100.0%
📈 Biggest Buys
STUB
STUBHUB HLDINGS INC
NEW
100.0% of portfolio
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%