John Raniolo
Elwood Capital Partners Lp
Assets Managed
$197.166M
Holdings
28
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
17.35%(2Q avg: 9.98%)
Sustained Growth
5 quarters
Portfolio positions
This chart displays the top 10 holdings in Elwood Capital Partners Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 28 positions.
Assets under management
The assets under management (AUM) of Elwood Capital Partners Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 197.166M in assets, with a quarterly growth rate of 17.35% and a 2-quarter average growth rate of 9.98%. The portfolio is managed by John Raniolo, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AMZN Amazon.com Inc
| 17.97% | $35.43M 170,118 shares@ $208.28 avg price | Increased 136.71% |
SPY Spdr S&p 500 Etf Trust
| 16.5% | $32.517M↓ Put 50,000 shares@ $650.34 avg price | Increased 100% |
UNH Unitedhealth Group Inc
| 16.48% | $32.478M 120,028 shares@ $270.6 avg price | Increased 23.08% |
TSM Taiwan Semiconductor-sp Adr
| 11.15% | $21.97M 65,010 shares@ $337.96 avg price | Increased 8.34% |
MSFT Microsoft Corp
| 4.27% | $8.419M 22,743 shares@ $370.17 avg price | Decreased -9.9% |
RTO Rentokil Initial Plc-sp Adr
| 3.6% | $7.089M 225,180 shares@ $31.48 avg price | Decreased -18.21% |
STM Stmicroelectronics Nv-ny Shs
| 3.51% | $6.91M 200,000 shares@ $34.55 avg price | New Position |
TPX Tempur Sealy International I
| 3.38% | $6.659M 90,088 shares@ $73.93 avg price | Increased 27.99% |
TXN Texas Instruments Inc
| 2.96% | $5.835M 30,058 shares@ $194.14 avg price | Decreased -11.74% |
LPX Louisiana-pacific Corp
| 2.77% | $5.456M 75,000 shares@ $72.75 avg price |
1-10 of 28