Soviero Asset Management, LP - Q42025 Holdings

Soviero Asset Management, LP holds 60 stocks with a total portfolio value of $ 208.83M as of Q42025. In Q42025, Soviero Asset Management, LP added 26 new positions, increased stakes in 15 stocks, reduced 18 holdings, and fully exited 21 positions. The largest holding is Pbf Energy Inc (PBF), representing 5.52% of the total portfolio.