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Showing Q1 2025 data
Foundry Partners, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Foundry Partners, LLC
•CIK: 1573913•Filing: Q1 2025
**Foundry Partners, LLC** manages $1.9B across a diversified portfolio of 259 positions. The fund exhibits significant concentration in the financial sector, with top holdings including JPM at $45.7M and BAC at $40.3M. Further notable allocations include DUK ($40.2M) and TRVC ($33.8M). This structure suggests a tactical, large-cap focus across key industrial and financial value names.
Total AUM
$1.9B
QoQ Performance
-5.0%
Positions
259
Top 10 Concentration
18.2%
Latest Filing
Q1 2025
Top Holdings Allocation
JPM2.4%
BAC2.1%
DUK2.1%
TRVC1.8%
SHEL1.8%
BK1.6%
HIG1.6%
SPG1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.3%
Financial7.4%
Healthcare6.6%
Technology3.6%
Consumer Staples2.7%
Utilities2.2%
Industrial2.1%
Real Estate1.6%
🚪 Exited Positionssold since Q4 2024
+74 more exited positions
Changes from Q4 2024
NEW10 new positions
↑89 increased
↓101 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023