13F Filings History of Factorial Partners, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$151,442,828
Signature - Title
Mark P. Kleiman - Managing Member
Location
Mt. Kisco, NY
Summary
This page shows a list of all the recent 13F filings made by Factorial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Factorial Partners, LLC reported 63 stock holdings with total value $151,442,828 as of Q4 2025. Top holdings included TEVA, FHI, SYF, URI, and TNL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 63 $151,442,828 +$13,703,834 -$16,140,922 -$2,437,088 TEVA, FHI, SYF, URI, TNL 13F-HR 10 Feb 2026, 14:31
Q3 2025 66 $145,303,974 +$15,490,459 -$16,482,341 -$991,882 URI, FHI, TEVA, SYF, SEB 13F-HR 10 Nov 2025, 10:52
Q2 2025 63 $138,024,688 +$3,272,205 -$33,464,488 -$30,192,283 URI, FHI, SYF, TEVA, AL 13F-HR 11 Aug 2025, 15:50
Q1 2025 66 $162,214,501 +$14,340,599 -$15,725,344 -$1,384,745 FHI, URI, CHRD, SYF, SEB 13F-HR 09 May 2025, 13:30
Q4 2024 69 $174,094,225 +$21,360,198 -$22,421,221 -$1,061,023 TEVA, URI, FHI, SYF, CHRD 13F-HR 05 Feb 2025, 13:46
Q3 2024 75 $173,757,992 +$20,144,054 -$23,075,266 -$2,931,212 URI, FHI, TEVA, SEB, MTCH 13F-HR 08 Nov 2024, 17:11
Q2 2024 77 $162,481,579 +$27,008,796 -$31,052,729 -$4,043,933 URI, C, KLG, FHI, CHRD 13F-HR 07 Aug 2024, 16:07
Q1 2024 82 $175,933,472 +$34,080,500 -$31,928,839 +$2,151,661 URI, C, KLG, CHRD, NVT 13F-HR 14 May 2024, 11:23
Q4 2023 80 $157,963,850 +$15,441,302 -$14,849,101 +$592,201 URI, AAPL, CHRD, COF, WFC 13F-HR 13 Feb 2024, 11:06
Q3 2023 87 $136,921,746 +$14,883,333 -$14,536,919 +$346,414 CHRD, URI, AAPL, WFC, C 13F-HR 13 Nov 2023, 06:23
Q2 2023 89 $144,885,778 +$13,567,645 -$14,099,426 -$531,781 AAPL, CHRD, URI, DFS, NSC 13F-HR 02 Aug 2023, 14:57
Q1 2023 86 $132,756,480 +$12,574,064 -$14,109,373 -$1,535,309 CHRD, AAPL, URI, C, DFS 13F-HR 03 May 2023, 10:28
Q4 2022 89 $130,698,236 +$12,277,989 -$11,018,664 +$1,259,325 CHRD, CSX, COF, C, URI 13F-HR 13 Feb 2023, 14:41
Q3 2022 87 $115,166,000 +$14,052,052 -$15,054,484 -$1,002,432 CHRD, AAPL, C, COF, DFS 13F-HR 04 Nov 2022, 15:15
Q2 2022 94 $123,031,000 +$15,360,010 -$18,068,087 -$2,708,077 GS, C, AAPL, DFS, PFE 13F-HR 03 Aug 2022, 11:44
Q1 2022 91 $145,529,000 +$24,329,505 -$21,385,253 +$2,944,252 NSC, AAPL, COF, GS, C 13F-HR 03 May 2022, 15:37
Q4 2021 92 $151,111,000 +$19,090,390 -$20,834,419 -$1,744,029 AAPL, NSC, BRKB, C, BMY 13F-HR 09 Feb 2022, 10:57
Q3 2021 93 $147,028,000 +$21,225,316 -$20,274,581 +$950,735 C, WFC, META, CFG, NSC 13F-HR 12 Nov 2021, 06:29
Q2 2021 92 $148,202,000 +$22,604,342 -$22,092,215 +$512,127 C, META, BRKB, WFC, HD 13F-HR 11 Aug 2021, 09:58
Q1 2021 101 $142,499,058 $0 $0 $0 BRKB, C, COF, HD, BMY New Holdings 21 May 2021, 11:50
Q1 2021 192 $142,499,058 $0 $0 $0 BRKB, C, COF, HD, BMY Restatement 19 May 2021, 13:33
Q4 2020 97 $119,653,166 +$16,796,090 -$14,663,716 +$2,132,374 BRKB, C, COF, AAPL, NSC 13F-HR 16 Feb 2021, 09:15
Q3 2020 96 $97,876,264 +$15,075,962 -$9,967,624 +$5,108,338 BRKB, AAPL, COF, C, BIIB 13F-HR 12 Nov 2020, 13:42
Q2 2020 95 $91,279,914 +$13,672,658 -$12,295,452 +$1,377,206 C, BRKB, AAPL, NSC, BIIB 13F-HR 13 Aug 2020, 10:50
Q1 2020 103 $74,976,134 +$13,738,284 -$24,323,405 -$10,585,121 BRKB, BIIB, C, GILD, NSC 13F-HR 14 May 2020, 17:38
Q4 2019 97 $114,264,226 $0 $0 $0 C, GS, COF, NSC, BRKB New Holdings 11 Feb 2020, 11:18
Q4 2019 137 $122,807,587 +$20,158,666 -$8,741,051 +$11,417,615 C, GS, COF, NSC, BRKB 13F-HR 10 Feb 2020, 22:24
Q3 2019 105 $104,108,992 +$15,497,297 -$15,358,639 +$138,658 C, NSC, GS, COF, BIIB 13F-HR 08 Nov 2019, 17:43
Q2 2019 107 $104,264,465 +$23,451,408 -$25,714,945 -$2,263,537 C, GS, NSC, COF, BIIB 13F-HR 15 Aug 2019, 15:35
Q1 2019 128 $106,184,957 +$22,132,295 -$22,202,282 -$69,987 C, COF, GWR, NSC, CFG 13F-HR 10 May 2019, 14:03
Q4 2018 120 $95,399,546 +$22,156,266 -$22,435,693 -$279,427 NSC, BMY, C, COF, BEN 13F-HR 14 Feb 2019, 15:23
Q3 2018 100 $114,636,443 +$15,692,703 -$15,102,818 +$589,885 NSC, C, COF, BMY, TEVA 13F-HR 08 Nov 2018, 15:13
Q2 2018 98 $111,869,431 +$26,668,942 -$26,311,052 +$357,890 NSC, TEVA, C, COF, BMY 13F-HR 01 Aug 2018, 15:28
Q1 2018 99 $109,524,302 +$21,504,316 -$18,270,338 +$3,233,978 NSC, C, COF, CFG, LLY 13F-HR 23 Apr 2018, 15:41
Q4 2017 105 $108,107,894 $0 $0 $0 NSC, C, COF, WYND, VZ 13F-HR 19 Apr 2018, 14:09