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Portfolio (Quarterly) Guide ↗

CPV Partners, LLC

· CIK 0001763844
13F Portfolio $233M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LAUR LAUREATE EDUCATION INC Consumer Defensive 5,694,225.0 $191.7M 82.36% NEW $33.67 -1.6%
2 CTEV CLARITEV CORPORATION Healthcare 495,258.0 $21.2M 9.10% NEW $42.75 -49.3%
3 HTZ HERTZ GLOBAL HLDGS INC Industrials 3,210,268.0 $16.5M 7.09% NEW $5.14 +3.1%
4 MQ MARQETA INC Technology 716,075.0 $3.4M 1.46% NEW $4.75 -16.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 82.4%
Healthcare 9.1%
Industrials 7.1%
Technology 1.5%