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Showing Q3 2024 data
LUBERT-ADLER MANAGEMENT COMPANY, LP's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
LUBERT-ADLER MANAGEMENT COMPANY, LP
•CIK: 1655557•Filing: Q3 2024
**LUBERT-ADLER MANAGEMENT COMPANY, LP** currently manages $49M across a concentrated portfolio of three key positions. The fund exhibits a significant overweighting in ACI, representing $46.8M of its total assets. Secondary allocations include $1.4M in SAFE and $1.1M in RC. This structure indicates a highly focused, single-stock conviction strategy within the current investment cycle.
Total AUM
$49.3M
QoQ Performance
-10.1%
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q3 2024
Top Holdings Allocation
ACI
ACI95.0%
SAFE2.8%
RC2.2%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
ACI
Albertsons Cos Inc
-5.0%
95.0% of portfolio
Sector Breakdown
Other100.0%
Changes from Q2 2024
↓1 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023