Brasada Capital Management, LP - Q12026 Holdings

Brasada Capital Management, LP holds 145 stocks with a total portfolio value of $ 545.14M as of Q12026. In Q12026, Brasada Capital Management, LP added 32 new positions, increased stakes in 34 stocks, reduced 65 holdings, and fully exited 27 positions. The largest holding is Spdr Series Trust (BIL), representing 8.98% of the total portfolio.