GREAT OAK CAPITAL PARTNERS, LLC
•CIK: 2012868•Filing: Q4 2025
**GREAT OAK CAPITAL PARTNERS, LLC** manages $399M across a portfolio of 44 positions, exhibiting concentrated exposure to select names. Top holdings include a significant allocation to DFAT at $83.9M, followed by DUHP ($38.4M) and DFEM ($36.9M). The fund maintains substantial conviction in several names, with combined top-ten holdings representing over $325M of the current AUM. This structure suggests a focused, high-conviction approach within its investment mandate.
Total AUM
$398.7M
QoQ Performance
+4.7%
Positions
21
Top 10 Concentration
89.3%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAT
DUHP
DFEM
DFCF
DISV
DFLV
DCOR
DFSD
DFAT21.0%
DUHP9.6%
DFEM9.2%
DFCF8.2%
DISV8.0%
DFLV7.8%
DCOR7.2%
DFSD7.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.8%
Technology1.1%
ETF0.8%
Healthcare0.5%
Financial0.5%
Consumer0.2%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW6 new positions
↑20 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023