Louis Sultan
Saddlerock Capital Management Llc
Assets Managed
$94.789M
Holdings
17
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
-10.65%(2Q avg: -5.32%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Saddlerock Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 17 positions.
Assets under management
The assets under management (AUM) of Saddlerock Capital Management Llc 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 94.789M in assets, with a quarterly growth rate of -10.65% and a 2-quarter average growth rate of -5.32%. The portfolio is managed by Louis Sultan, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
JCI Johnson Controls Internation
| 9.76% | $9.245M 70,600 shares@ $130.95 avg price | Decreased -16.23% |
MMM 3m Co
| 9.15% | $8.669M 59,691 shares@ $145.24 avg price | Increased 4.93% |
COHR Coherent Corp
| 8.99% | $8.517M 35,755 shares@ $238.22 avg price | Decreased -56.53% |
IQV Iqvia Holdings Inc
| 8.92% | $8.448M 49,536 shares@ $170.54 avg price | Increased 45.67% |
USFD Us Foods Holding Corp
| 8.06% | $7.634M 82,792 shares@ $92.21 avg price | Increased 16.63% |
MTCH Match Group Inc
| 7.78% | $7.368M 239,912 shares@ $30.72 avg price | Decreased -8.75% |
ARMK Aramark
| 7.62% | $7.222M 178,135 shares@ $40.55 avg price | Decreased -11.61% |
RYAM Rayonier Advanced Materials
| 7.06% | $6.688M 604,182 shares@ $11.08 avg price | New Position |
GIL Gildan Activewear Inc
| 5.85% | $5.539M 99,540 shares@ $55.65 avg price | Increased 4.78% |
VSCO Victoria's Secret & Co
| 5.63% | $5.332M 115,023 shares@ $46.36 avg price | Increased 5.47% |
1-10 of 17