Masterton Capital Management, LP - Q42025 Holdings

Masterton Capital Management, LP holds 22 stocks with a total portfolio value of $ 143.45M as of Q42025. In Q42025, Masterton Capital Management, LP added 4 new positions, increased stakes in 4 stocks, reduced 11 holdings, and fully exited 3 positions. The largest holding is Equity Residential (EQR), representing 14.77% of the total portfolio.