Sagewood Asset Management LP

Est. AUM

$319.2M

13F long equity, this entity only

Positions

337

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$29.0M	60442	9.07%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL A	$13.6M	19	4.27%	SOLE
3	APPLE INC	COM	$12.1M	47579	3.78%	SOLE
4	NVIDIA CORPORATION	COM	$11.8M	67661	3.70%	SOLE
5	MICROSOFT CORP	COM	$9.9M	26804	3.11%	SOLE
6	GOLDMAN SACHS GROUP INC	COM	$8.3M	9801	2.60%	SOLE
7	ALPHABET INC	CAP STK CL A	$8.0M	27778	2.50%	SOLE
8	JPMORGAN CHASE & CO	COM	$6.9M	23596	2.17%	SOLE
9	PEPSICO INC	COM	$6.7M	42882	2.09%	SOLE
10	COSTCO WHOLESALE CORPORATION	COM	$6.4M	6454	2.01%	SOLE
11	ILLINOIS TOOL WKS INC	COM	$6.2M	23867	1.95%	SOLE
12	AMAZON COM INC	COM	$5.7M	27148	1.77%	SOLE
13	AMERICAN EXPRESS CO	COM	$5.4M	17918	1.70%	SOLE
14	BROADCOM INC	COM	$3.8M	12206	1.18%	SOLE
15	HERSHEY CO	COM	$3.8M	18042	1.17%	SOLE
16	KLA CORP	COM NEW	$3.2M	2194	1.01%	SOLE
17	ANTERO RESOURCES CORP	COM	$3.1M	71967	0.96%	SOLE
18	JOHNSON & JOHNSON	COM	$2.8M	11477	0.88%	SOLE
19	ALPHABET INC	CAP STK CL C	$2.7M	9498	0.85%	SOLE
20	EXXON MOBIL CORP	COM	$2.5M	14515	0.77%	SOLE
21	ELI LILLY & CO	COM	$2.4M	2635	0.76%	SOLE
22	META PLATFORMS INC	CL A	$2.4M	4190	0.75%	SOLE
23	TESLA INC	COM	$2.4M	6323	0.74%	SOLE
24	ARISTA NETWORKS INC	COM SHS	$2.3M	18655	0.72%	SOLE
25	CHENIERE ENERGY INC	COM NEW	$2.2M	7909	0.70%	SOLE
26	RANGE RES CORP	COM	$1.9M	42340	0.60%	SOLE
27	NETFLIX INC.	COM	$1.9M	19756	0.60%	SOLE
28	MORGAN STANLEY	COM NEW	$1.8M	11184	0.58%	SOLE
29	COLGATE PALMOLIVE CO	COM	$1.8M	21582	0.58%	SOLE
30	FISERV INC	COM	$1.7M	29785	0.52%	SOLE
31	THE CAMPBELLS COMPANY	COM	$1.6M	73072	0.51%	SOLE
32	GILEAD SCIENCES INC	COM	$1.5M	10565	0.46%	SOLE
33	GENTEX CORP	COM	$1.4M	65937	0.45%	SOLE
34	INTERNATIONAL BUSINESS MACHS	COM	$1.4M	5869	0.45%	SOLE
35	DEXCOM INC	COM	$1.4M	22661	0.45%	SOLE
36	AVNET INC	COM	$1.4M	22892	0.44%	SOLE
37	WESTERN DIGITAL CORP	COM	$1.4M	5103	0.43%	SOLE
38	BALCHEM CORP	COM	$1.4M	8100	0.43%	SOLE
39	WALMART INC	COM	$1.3M	10768	0.42%	SOLE
40	QUALCOMM INC	COM	$1.3M	10358	0.42%	SOLE
41	RTX CORPORATION	COM	$1.3M	6774	0.41%	SOLE
42	STATE STR CORP	COM	$1.3M	10330	0.41%	SOLE
43	ABBVIE INC	COM	$1.3M	5965	0.41%	SOLE
44	GE AEROSPACE	COM NEW	$1.3M	4472	0.40%	SOLE
45	NORFOLK SOUTHN CORP	COM	$1.2M	4320	0.39%	SOLE
46	ALTRIA GROUP INC	COM	$1.2M	18713	0.39%	SOLE
47	CAPITAL ONE FINL CORP	COM	$1.2M	6771	0.39%	SOLE
48	ANALOG DEVICES INC	COM	$1.2M	3871	0.39%	SOLE
49	PHILIP MORRIS INTL INC	COM	$1.2M	7221	0.37%	SOLE
50	BIOGEN INC	COM	$1.2M	6493	0.37%	SOLE

1–50 of 337

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.