Covalent Partners LLC - Q42025 Holdings

Covalent Partners LLC holds 12 stocks with a total portfolio value of $ 22.63M as of Q42025. In Q42025, Covalent Partners LLC added 1 new position, increased stakes in 4 stocks, reduced 4 holdings, and fully exited 7 positions. The largest holding is Ishares Tr (IWM), representing 49.49% of the total portfolio.