2026 Q1 Portfolio Activity
In 2026 Q1, Leonard Green & Partners, L.P. maintained a portfolio of 8 distinct positions. The most significant new addition was ADVANTAGE SOLUTIONS INC, now representing 0.47% of the total fund value. The fund also reduced its exposure to TOPGOLF CALLAWAY BRANDS CORP by 37.1%.
Position History
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Total Positions
8
Quarter
2026 Q1
Top Holding
MCW (55.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Leonard Green & Partners, L.P. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MCW
MISTER CAR WASH...
|
Consumer Cyclical | 55.20% | 47.41% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
219,213,079 | $1,527,915,161 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LTH
LIFE TIME GROUP...
|
Consumer Cyclical | 24.24% | 25.75% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
24,906,061 | $670,969,283 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CLVT
CLARIVATE PLC
|
Technology | 10.66% | 15.16% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
116,666,507 | $295,166,263 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WSM
WILLIAMS SONOMA...
|
Consumer Cyclical | 6.59% | 6.95% |
#4
Prev: #4
|
4.1 |
—
|
no change | no change |
P
S
|
1,000,000 | $182,330,000 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MODG
CALLAWAY GOLF C...
|
Unknown | 2.84% | 4.09% |
#5
Prev: #5
|
1.6 |
—
|
-3,336,906 | -37.1% |
P
S
|
5,663,094 | $78,603,745 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
ADVANTAGE SOLUT...
|
|
Unknown | 0.47% | — |
#6
Prev: #—
|
3.7 |
—
|
618,000 | — |
NEW
|
618,000 | $13,064,520 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
ASLE
AERSALE CORPORA...
|
Industrials | 0.00% | 0.12% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-449,557 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ADV
ADVANTAGE SOLUT...
|
Communication Services | 0.00% | 0.53% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-15,450,000 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-8 of 8 holdings