EdgeMarket › What Angelo Gordon & Co., L.P. reported owning

What Angelo Gordon & Co., L.P. reported owning

As filed on Form 13F for the quarter ending 2025-12-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.1B

Positions

61

Quarter

2025-12-31

Shown below

46
largest by value
holdingvalue% of booksharesprice1y
unmapped CUSIP 75605Y106137.3M13.0%9.7M
NVRI
Enviri Corp
63.1M6.0%3.5M20.65+99.7%
unmapped CUSIP 902681AB156.7M5.4%40.0M
unmapped CUSIP 09709UV7056.0M5.3%51.6M
unmapped CUSIP 30034WAD854.8M5.2%45.0M
BRKRP
BRUKER CORP
48.3M4.6%133.0K439.40
NGL
NGL Energy Partners LP
46.9M4.4%4.7M16.81+242.4%
unmapped CUSIP 85571BBA245.7M4.3%44.2M
unmapped CUSIP 92939UAR739.7M3.7%34.0M
unmapped CUSIP 42824C20838.0M3.6%575.0K
unmapped CUSIP 26441CBY037.1M3.5%36.0M
NOVTU
NOVANTA INC
36.0M3.4%661.7K62.26
unmapped CUSIP 03990B30933.7M3.2%670.0K
NX
Quanex Building Products CORP
31.6M3.0%2.1M20.28-3.2%
unmapped CUSIP 57164YAF429.4M2.8%31.0M
unmapped CUSIP 69331C30628.7M2.7%700.0K
unmapped CUSIP 69352PAS228.0M2.6%25.5M
unmapped CUSIP 69331CAL225.7M2.4%25.0M
unmapped CUSIP 723484AK725.1M2.4%23.5M
MITT
TPG Mortgage Investment Trust, Inc.
19.7M1.9%2.3M6.71-9.1%
unmapped CUSIP 03769M30418.8M1.8%250.0K
unmapped CUSIP 10316TAD617.5M1.7%18.0M
unmapped CUSIP 15677J10814.5M1.4%210.0K
unmapped CUSIP 30063P10514.2M1.3%140.0K
unmapped CUSIP 35909D10913.3M1.3%350.0K
unmapped CUSIP M2682V10812.0M1.1%27.0K
unmapped CUSIP 40637HAD110.8M1.0%10.0M
unmapped CUSIP 125896BX79.6M0.9%9.0M
NSC
NORFOLK SOUTHERN CORP
8.8M0.8%30.5K350.72+22.8%
EA
ELECTRONIC ARTS INC.
8.2M0.8%40.0K209.70+33.5%
WBD
Warner Bros. Discovery, Inc.
6.6M0.6%230.0K28.55+147.4%
unmapped CUSIP 405024AB65.9M0.6%6.0M
unmapped CUSIP 82452J3074.8M0.5%60.0K
unmapped CUSIP 29786AAN64.2M0.4%4.7M
unmapped CUSIP 252131AM94.1M0.4%4.5M
unmapped CUSIP 16115Q3084.1M0.4%20.0K
unmapped CUSIP 00912X3023.9M0.4%60.0K
RNA
Atrium Therapeutics, Inc.
3.2M0.3%45.0K13.20-70.2%
unmapped CUSIP 20717M1033.0M0.3%100.0K
unmapped CUSIP 090043AF72.8M0.3%3.0M
TXNM
TXNM ENERGY INC
2.6M0.3%45.0K57.22+1.2%
KVUE
Kenvue Inc.
1.7M0.2%100.0K19.06-11.9%
unmapped CUSIP 03152W1091.4M0.1%100.0K
CORZ
Core Scientific, Inc./tx
473.2K0.0%32.5K17.81+26.5%
unmapped CUSIP 75606DAP6428.1K0.0%427.0K
PAYO
Payoneer Global Inc.
377.4K0.0%83.9K7.11+6.9%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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