Freestone Grove Partners LP
•CIK: 2007591•Filing: Q4 2025
Freestone Grove Partners LP, managed by the seasoned duo of John Freestone and Mark Grove, currently oversees $13.8 billion in assets with a focus on long-term growth and value investing, as evidenced by their top holdings in IVV and VOO. Recently, the fund has made notable moves by adding Amazon and Berkshire Hathaway, while significantly increasing positions in UDR and Boston Scientific, reflecting a strategic pivot towards undervalued sectors and high-growth potential.
Total AUM
$13.8B
QoQ Performance
+3.3%
Positions
712
Top 10 Concentration
23.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VOO
IVV7.1%
VOO6.2%
AMZN1.1%
BSX0.9%
AME0.9%
OVV0.9%
FT20.8%
SCHW0.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.4%
ETF15.8%
Consumer3.3%
Healthcare3.1%
Financial2.4%
Technology2.0%
Industrial1.9%
Energy1.7%
🚪 Exited Positionssold since Q3 2025
+541 more exited positions
Changes from Q3 2025
NEW68 new positions
↑78 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024