Melissa Ford Coleman
Soviero Asset Management, Lp
Assets Managed
$200.263M
Holdings
52
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
-4.1%(2Q avg: 2.12%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Soviero Asset Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 52 positions.
Assets under management
The assets under management (AUM) of Soviero Asset Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 200.263M in assets, with a quarterly growth rate of -4.1% and a 2-quarter average growth rate of 2.12%. The portfolio is managed by Melissa Ford Coleman, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
CPNG Coupang Inc
| 5.19% | $10.384M 550,000 shares@ $18.88 avg price | New Position |
AMTM Amentum Holdings Inc
| 4.43% | $8.867M 340,000 shares@ $26.08 avg price | Increased 91.02% |
PR Permian Resources Corp
| 3.32% | $6.631M 311,000 shares@ $21.32 avg price | Decreased -13.61% |
TALO Talos Energy Inc
| 3.22% | $6.43M 408,000 shares@ $15.76 avg price | Increased 13.34% |
COMM Commscope Holding Co Inc
| 3.19% | $6.37M 350,000 shares@ $18.2 avg price | Increased 9.38% |
CVI Cvr Energy Inc
| 3.16% | $6.323M 187,898 shares@ $33.66 avg price | New Position |
C Citigroup Inc
| 3.12% | $6.238M 55,000 shares@ $113.41 avg price | Increased 57.15% |
TROX Tronox Holdings Plc
| 2.98% | $5.96M 610,000 shares@ $9.77 avg price | Decreased -36.93% |
AMZN Amazon.com Inc
| 2.92% | $5.832M 28,000 shares@ $208.27 avg price | Increased 7.7% |
PATH Uipath Inc - Class A
| 2.83% | $5.661M 510,000 shares@ $11.1 avg price | Increased 8.52% |
1-10 of 52