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Showing Q1 2025 data
Adero Partners, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Adero Partners, LLC
•CIK: 1800593•Filing: Q1 2025
**Adero Partners, LLC** manages $1.5B across a diversified portfolio of 259 positions. The fund exhibits significant concentration in the energy and industrial sectors, notably with a top holding in DUHP at $233.6M. Further substantial allocations include DIHP ($174.0M) and AVUS ($153.3M), indicating a focused, high-conviction approach to cyclical value plays. This structure suggests a tactical mandate capitalizing on specific market dislocations within resource-intensive industries.
Total AUM
$1.5B
QoQ Performance
-1.5%
Positions
199
Top 10 Concentration
63.9%
Latest Filing
Q1 2025
Top Holdings Allocation
DUHP
DIHP
AVUS
AVDE
DUHP15.3%
DIHP11.4%
AVUS10.0%
AVDE5.3%
DFAR4.9%
AVEM4.0%
DFAC3.5%
NU3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.4%
Technology7.6%
Consumer2.0%
ETF1.5%
Financial1.4%
Healthcare0.5%
Industrial0.2%
Communication0.2%
🚪 Exited Positionssold since Q4 2024
+61 more exited positions
Changes from Q4 2024
NEW4 new positions
↑123 increased
↓51 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023