TOCQUEVILLE ASSET MANAGEMENT L.P.
•CIK: 883961•Filing: Q4 2025
TOCQUEVILLE ASSET MANAGEMENT L.P., led by the seasoned duo of Jonathan Lavine and Jonathan Lavine, Jr., manages $6.6 billion with a focus on concentrated, high-conviction bets, currently holding 573 positions. The fund's recent strategy includes notable additions like UL, BAX, and SOLS, while exiting FITBM and AZO, with standout performance from KVUE, up 662%, and SPY, up 214%, reflecting a dynamic approach to tech and growth sectors.
Total AUM
$6.6B
+ $639.7K in options
QoQ Performance
+0.1%
Positions
495
+ 3 options
Top 10 Concentration
28.2%
Latest Filing
Q4 2025
Top Holdings Allocation
HD4.5%
NVDA3.4%
MSFT3.3%
GOOG3.0%
GOOGL3.0%
AMZN2.3%
IAU*2.2%
QCOM1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other47.8%
Technology18.9%
Consumer10.6%
Healthcare7.0%
Financial5.2%
Industrial4.3%
Materials2.2%
Utilities2.0%
🚪 Exited Positionssold since Q3 2025
+340 more exited positions
Changes from Q3 2025
NEW3 new positions
↑81 increased
↓111 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023