Socorro Asset Management LP - Q12026 Holdings

Socorro Asset Management LP holds 32 stocks with a total portfolio value of $ 221.05M as of Q12026. In Q12026, Socorro Asset Management LP added 2 new positions, increased stakes in 5 stocks, reduced 24 holdings, and fully exited 2 positions. The largest holding is Sempra (SRE), representing 5.09% of the total portfolio.