Emmett Investment Management, LP — 13F holdings

Emmett Investment Management, LP reported 28 holdings worth $143M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. L LOEWS CORP — $20.4M (14.3%)
2. SNDA SONIDA SENIOR LIVING INC — $10.9M (7.6%)
3. LRCX LAM RESEARCH CORP — $10.2M (7.1%)
4. RSG REPUBLIC SVCS INC — $9.61M (6.7%)
5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $9.51M (6.7%)
6. IBKR INTERACTIVE BROKERS GROUP IN — $8.00M (5.6%)
7. WSR WHITESTONE REIT — $7.42M (5.2%)
8. MCO MOODYS CORP — $6.33M (4.4%)
9. MAR MARRIOTT INTL INC NEW — $5.56M (3.9%)
10. JLL JONES LANG LASALLE INC — $4.80M (3.4%)