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Portfolio (Quarterly) Guide ↗

Ravenswood Partners LP

· CIK 0002015178
13F Portfolio $271M AUM 35 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 15 Added 7 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHW CHARLES SCHWAB ORD Financial Services 57,082.0 $5.4M 1.98% NEW $93.98 -3.5%
2 GOOGL ALPHABET CL A ORD Communication Services 17,810.0 $5.1M 1.89% NEW $287.56 +17.3%
3 META META PLATFORMS CL A ORD Communication Services 8,712.0 $5.0M 1.84% NEW $572.13 -3.8%

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
Technology 41.6%
Consumer Cyclical 24.9%
Financial Services 15.2%
Communication Services 9.4%
Energy 5.0%
Industrials 3.9%