Data as of Q4 2025 (Dec 31, 2025)

TOWN LANE MANAGEMENT LP

โ€ขCIK: 2019534โ€ขFiling: Q4 2025

**TOWN LANE MANAGEMENT LP** is a concentrated, multi-sector investment vehicle managing $105M across four core positions. The portfolio exhibits significant conviction, with the largest allocation to ARE at $36.7M. Further substantial weightings are maintained in EQR ($26.7M), KRG ($25.5M), and CPT ($16.6M). This structure suggests a focused, high-conviction approach targeting specific market opportunities.

Total AUM
$105.4M
QoQ Performance
N/A
Positions
4
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

ARE
EQR
KRG
CPT
ARE34.8%
EQR25.3%
KRG24.2%
CPT15.7%

๐Ÿ“ˆ Biggest Buys

ARE
ALEXANDRIA REAL ESTATE EQ IN
NEW
34.8% of portfolio
EQR
EQUITY RESIDENTIAL
NEW
25.3% of portfolio
KRG
KITE RLTY GROUP TR
NEW
24.2% of portfolio
CPT
CAMDEN PPTY TR
NEW
15.7% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other100.0%