Ehrenkranz Partners L.P.
•CIK: 1641043•Filing: Q4 2025
**Ehrenkranz Partners L.P.** manages $88M across a diversified portfolio of 47 positions. The fund exhibits significant exposure to US equities, with top holdings including EWY at $15.5M and SPY at $6.8M. Further concentration is evident in broad market indices such as VOO ($6.5M) and AKRE ($6.2M). The portfolio structure suggests a tactical allocation across US, international, and sector-specific opportunities.
Total AUM
$88.3M
QoQ Performance
-22.6%
Positions
40
Top 10 Concentration
72.2%
Latest Filing
Q4 2025
Top Holdings Allocation
EWY
SPY
VOO
AKRE
RSP
QUAL
VO
ACWX
EWY17.5%
SPY7.7%
VOO7.4%
AKRE7.0%
RSP6.7%
QUAL6.2%
VO6.0%
ACWX5.4%
📈 Biggest Buys
📉 Biggest Sells
JAAA
JANUS DETROIT STR TR
-96.7%
0.3% of portfolio
Sector Breakdown
Other70.3%
ETF15.1%
Technology6.7%
Financial3.8%
Consumer1.4%
Healthcare1.2%
Industrial0.9%
Communication0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW18 new positions
↑22 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025