Leonard Green & Partners, L.P.
•CIK: 1175523•Filing: Q4 2025
**Leonard Green & Partners, L.P.** manages $2.6B across a concentrated portfolio of seven holdings. The fund exhibits significant conviction in its top positions, led by a substantial allocation to MCW at $1.22B and LTH at $662.0M. Further notable overweighting includes FITBM ($389.7M) and WSM ($178.6M). This structure suggests a high-conviction, deep-value approach targeting specific market dislocations.
Total AUM
$2.6B
QoQ Performance
-2.1%
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
MCW
LTH
CLVT
WSM
MCW47.4%
LTH25.7%
CLVT15.2%
WSM6.9%
CALY4.1%
ADV0.5%
ASLE0.1%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
ASLE
AERSALE CORPORATION
-76.6%
0.1% of portfolio
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023