Data as of Q4 2025 (Dec 31, 2025)

Fivespan Partners, LP

โ€ขCIK: 2040262โ€ขFiling: Q4 2025

**Fivespan Partners, LP** manages $365M across a concentrated portfolio of six positions. The fund exhibits significant conviction in select names, with IVZ representing the largest allocation at $127.3M. Further notable holdings include OUT at $83.8M and BL at $51.2M. This structure suggests a high-conviction, bottom-up approach targeting outsized returns within specific market sectors.

Total AUM
$364.9M
QoQ Performance
N/A
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

QIAG
OUT
BL
APPN
NYT
QIAGEN34.9%
OUT23.0%
BL14.0%
APPN13.3%
NYT12.6%
CCO2.2%

๐Ÿ“ˆ Biggest Buys

โ€”
QIAGEN NV
NEW
34.9% of portfolio
OUT
OUTFRONT MEDIA INC
NEW
23.0% of portfolio
BL
BLACKLINE INC
NEW
14.0% of portfolio
APPN
APPIAN CORP
NEW
13.3% of portfolio
NYT
NEW YORK TIMES CO
NEW
12.6% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other100.0%