MANAGED PORTFOLIO SERIES - TREMBLANT GLOBAL (TOGA)

CUSIP: 56167N191

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / TREMBLANT GLOBAL
Total 13F shares
495,051
Share change
+56,544
Total reported value
$14,396,678
Price per share
$29.00
Number of holders
8
Value change
+$1,620,253
Number of buys
5
Number of sells
2

Quarterly Holders Quick Answers

What is CUSIP 56167N191?
CUSIP 56167N191 identifies TOGA - MANAGED PORTFOLIO SERIES - TREMBLANT GLOBAL in SEC institutional holdings data.

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Institutional Holders of MANAGED PORTFOLIO SERIES - TREMBLANT GLOBAL (TOGA) as of Q1 2025

As of 31 Mar 2025, MANAGED PORTFOLIO SERIES - TREMBLANT GLOBAL (TOGA) was held by 8 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 495,051 shares. The largest 8 holders included TRB Advisors LP, FULLCIRCLE WEALTH LLC, Kovitz Investment Group Partners, LLC, Compass Ion Advisors, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, ROYAL BANK OF CANADA, JPMORGAN CHASE & CO, and CIBC Private Wealth Group LLC. This page lists 8 institutional shareholders reporting positions in this security for the Q1 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.