13F Filings History of Eos Management, L.P.

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • Eos Management, L.P. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • Eos Management, L.P. reported 35 equity holdings with a total reported market value of $252,353,471 for Q2 2026. Top reported holdings included SPY, BRKB, GOOGL, AMZN, and JPM.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Beth Bernstein - Chief Financial Officer
Manager location
New York, NY

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$252,353,471
Quarter delta
+$19,560,917
Accepted
30 Jul 2026, 09:34
Rows shown
1-25 of 53
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 35 $252,353,471 +$20,572,313 -$23,774,192 -$3,201,879 SPY, BRKB, GOOGL, AMZN, JPM 13F-HR 30 Jul 2026, 09:34
Q1 2026 41 $232,792,554 +$11,323,182 -$21,921,767 -$10,598,585 SPY, BRKB, ORLY, META, MSFT 13F-HR 05 May 2026, 10:12
Q4 2025 43 $256,827,985 $0 $0 $0 SPY, BRKB, MSFT, META, BABA New Holdings 12 Mar 2026, 12:32
Q4 2025 43 $256,827,985 +$14,706,687 -$11,631,158 +$3,075,529 SPY, BRKB, MSFT, META, BABA 13F-HR 28 Jan 2026, 14:42
Q3 2025 43 $253,535,207 +$16,642,624 -$20,167,772 -$3,525,148 SPY, BRKB, BABA, MSFT, META 13F-HR 03 Nov 2025, 14:41
Q2 2025 38 $230,985,831 +$22,480,381 -$27,122,084 -$4,641,703 SPY, BRKB, META, MSFT, ORLY 13F-HR 29 Jul 2025, 17:04
Q1 2025 40 $223,515,749 +$26,550,919 -$31,910,040 -$5,359,121 SPY, BRKB, META, AMZN, MSFT 13F-HR 01 May 2025, 16:30
Q4 2024 40 $237,377,026 +$13,551,391 -$82,667,519 -$69,116,128 SPY, APP, BRKB, AAPL, MSFT 13F-HR 07 Feb 2025, 16:30
Q3 2024 43 $285,915,706 +$2,660,789 -$8,749,049 -$6,088,260 SPY, PETQ, BRKB, AAPL, APP 13F-HR 01 Nov 2024, 11:54
Q2 2024 42 $256,648,578 +$12,430,479 -$10,980,818 +$1,449,661 SPY, PETQ, AAPL, BRKB, MSFT 13F-HR 29 Jul 2024, 09:42
Q1 2024 41 $242,220,392 +$11,713,488 -$13,633,356 -$1,919,868 SPY, PETQ, AAPL, BRKB, MSFT 13F-HR 03 May 2024, 15:13
Q4 2023 39 $226,051,694 +$13,284,289 -$17,890,496 -$4,606,207 SPY, PETQ, AAPL, BRKB, MSFT 13F-HR 02 Feb 2024, 17:23
Q3 2023 44 $213,321,915 +$4,518,941 -$9,153,621 -$4,634,680 SPY, PETQ, AAPL, BRKB, MSFT 13F-HR 08 Nov 2023, 09:00
Q2 2023 42 $213,353,000 +$28,628,604 -$23,835,500 +$4,793,104 SPY, PETQ, AAPL, BRKB, MSFT 13F-HR 28 Jul 2023, 13:06
Q1 2023 53 $190,249,000 +$12,416,581 -$34,901,534 -$22,484,953 SPY, PETQ, AAPL, BRKB, MSFT 13F-HR 25 Apr 2023, 15:27
Q4 2022 50 $197,667,161 +$95,379,449 -$2,347,901 +$93,031,548 SPY, PETQ, AAPL, APD, BRKB 13F-HR 13 Feb 2023, 16:00
Q3 2022 23 $95,097,000 +$1,458,365 -$9,627,790 -$8,169,425 SPY, AAPL, PETQ, BRKB, MSFT 13F-HR 31 Oct 2022, 14:52
Q2 2022 30 $131,267,000 +$2,449,714 -$4,349,083 -$1,899,369 SPY, PETQ, AAPL, BRKB, MSFT 13F-HR 02 Aug 2022, 10:29
Q1 2022 32 $169,325,000 +$3,228,000 -$5,879,248 -$2,651,248 PETQ, SPY, AAPL, BRKB, MSFT 13F-HR 02 May 2022, 14:13
Q4 2021 29 $169,852,000 +$2,131,137 -$43,000 +$2,088,137 PETQ, SPY, AAPL, BRKB, MSFT 13F-HR 02 Feb 2022, 14:02
Q3 2021 30 $160,760,000 +$1,218,000 -$1,018,602 +$199,398 PETQ, SPY, AAPL, BRKB, MSFT 13F-HR 29 Oct 2021, 10:25
Q2 2021 29 $187,831,000 +$1,594,167 $0 +$1,594,167 PETQ, SPY, AAPL, BRKB, MSFT 13F-HR 02 Aug 2021, 17:20
Q1 2021 28 $170,844,000 +$81,733,264 -$3,080,000 +$78,653,264 PETQ, SPY, AAPL, BRKB, MSFT 13F-HR 29 Apr 2021, 10:59
Q4 2020 25 $87,128,000 +$1,042,000 -$167,874,000 -$166,832,000 SPY, AAPL, BRKB, MSFT, CHTR 13F-HR 02 Feb 2021, 15:14
Q3 2020 26 $243,791,000 +$10,405,454 -$44,892,286 -$34,486,832 PETQ, ADUS, SPY, AAPL, BRKB 13F-HR 27 Oct 2020, 14:07
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