MQS Management LLC — 13F Holdings & Portfolio

CIK 1759395 · latest 13F-HR filed 2026-08-07

MQS Management LLC manages $81.9M in 13F-reported U.S. long-equity assets across 253 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are HIG (0.93%), HLT (0.93%), PG (0.92%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 150 new positions, exited 263, added to 37, and trimmed 56.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
41 MADISON AVENUE
34TH FLOOR
NEW YORK, NY 10010
Phone
(212) 685-3600
Filing Manager
MQS Management LLC
NEW YORK, NY
Signatory
David Babcock
President & Chief Compliance Officer
Loading holdings…
AUM

$81.9M

Long-equity book

Holdings

253

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+150 / −263 / ↑37 / ↓56

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • HILTON WORLDWIDE HLDGS INC$482.7K +174.3%
  • MARRIOTT INTL INC NEW$380.6K +130.0%
  • AVERY DENNISON CORP$273.8K +72.0%
  • PEPSICO INC$247.7K +96.2%
  • SOUTHSTATE BK CORP$214.3K +89.8%
Show all 37 →

Top Trims

  • COSTCO WHOLESALE CORPORATION-$743.4K -75.2%
  • NUTRIEN LTD-$696.7K -77.2%
  • CHEVRON CORPORATION-$692.3K -66.2%
  • MARATHON PETE CORP-$627.2K -53.5%
  • BANK NOVA SCOTIA B C-$520.9K -71.0%
Show all 56 →

New Positions

  • GRACO INC$638.9K
  • ARCH CAP GROUP LTD$626.3K
  • KEYCORP$612.6K
  • FIRST INDL RLTY TR INC$571.3K
  • LOWES COS INC$569.5K
Show all 150 →

Exited Positions

  • AUTOMATIC DATA PROCESSING IN$1.2M
  • CONOCOPHILLIPS$1.1M
  • BHP BILLITON LIMITED$1.1M
  • WASTE CONNECTIONS INC$1.0M
  • STAG INDUSTRIAL INC$967.2K
Show all 263 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 HARTFORD INSURANCE GROUP INC HIG 416515104 $765.6K 0.93% 5,777 SH
2 HILTON WORLDWIDE HLDGS INC HLT 43300A203 $759.7K 0.93% 2,299 SH
3 PROCTER & GAMBLE CO PG 742718109 $755.6K 0.92% 5,153 SH
4 MARRIOTT INTL INC NEW MAR 571903202 $673.4K 0.82% 1,817 SH
5 AVERY DENNISON CORP AVY 053611109 $654.4K 0.80% 4,031 SH
6 GRACO INC GGG 384109104 $638.9K 0.78% 8,450 SH
7 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $636.5K 0.78% 1,272 SH
8 BRIXMOR PPTY GROUP INC BRX 11120U105 $633.6K 0.77% 20,096 SH
9 INGREDION INC INGR 457187102 $630.9K 0.77% 6,661 SH
10 SUNCOR ENERGY INC NEW SU 867224107 $628.1K 0.77% 11,700 SH
11 ARCH CAP GROUP LTD ACGL G0450A105 $626.3K 0.76% 6,453 SH
12 CUBESMART CUBE 229663109 $622.6K 0.76% 15,656 SH
13 KEYCORP KEY 493267108 $612.6K 0.75% 26,577 SH
14 LENNAR CORP LEN 526057104 $593.1K 0.72% 6,554 SH
15 TORONTO DOMINION BK ONT TD 891160509 $589.1K 0.72% 4,851 SH
16 FIRST INDL RLTY TR INC FR 32054K103 $571.3K 0.70% 9,319 SH
17 LOWES COS INC LOW 548661107 $569.5K 0.70% 2,583 SH
18 ATMOS ENERGY CORP ATO 049560105 $564.7K 0.69% 3,278 SH
19 SOUTHERN CO SO 842587107 $563.3K 0.69% 5,886 SH
20 D R HORTON INC DHI 23331A109 $548.7K 0.67% 3,369 SH
21 MARATHON PETE CORP MPC 56585A102 $545.3K 0.67% 2,133 SH
22 MAGNOLIA OIL & GAS CORP MGY 559663109 $543.1K 0.66% 21,230 SH
23 MCDONALDS CORP MCD 580135101 $536.6K 0.66% 1,985 SH
24 WASTE MGMT INC DEL WM 94106L109 $536.0K 0.65% 2,405 SH
25 TEEKAY TANKERS LTD TNK G8726X106 $522.6K 0.64% 8,056 SH
26 OCCIDENTAL PETE CORP OXY 674599105 $521.0K 0.64% 10,727 SH
27 3M CO MMM 88579Y101 $519.9K 0.63% 3,211 SH
28 NOVARTIS AG NVS 66987V109 $519.4K 0.63% 3,314 SH
29 PROLOGIS INC. PLD 74340W103 $518.9K 0.63% 3,830 SH
30 HALLIBURTON CO HAL 406216101 $512.0K 0.63% 15,081 SH
31 CARLISLE COS INC CSL 142339100 $506.8K 0.62% 1,397 SH
32 PEPSICO INC PEP 713448108 $505.2K 0.62% 3,731 SH
33 FEDERAL RLTY INVT TR NEW FRT 313745101 $498.3K 0.61% 4,037 SH
34 CHUBB LIMITED CB H1467J104 $496.5K 0.61% 1,457 SH
35 PFIZER INC PFE 717081103 $483.6K 0.59% 20,082 SH
36 CURTISS WRIGHT CORP CW 231561101 $476.6K 0.58% 629 SH
37 APTARGROUP INC ATR 038336103 $476.4K 0.58% 3,805 SH
38 WINTRUST FINL CORP WTFC 97650W108 $475.2K 0.58% 2,957 SH
39 WP CAREY INC WPC 92936U109 $473.9K 0.58% 6,628 SH
40 DARDEN RESTAURANTS INC DRI 237194105 $473.0K 0.58% 2,296 SH
41 VICI PPTYS INC VICI 925652109 $464.0K 0.57% 17,476 SH
42 MCKESSON CORP MCK 58155Q103 $460.9K 0.56% 610 SH
43 NORDSON CORP NDSN 655663102 $454.6K 0.56% 1,507 SH
44 SOUTHSTATE BK CORP SSB 84472E102 $453.0K 0.55% 4,535 SH
45 DIAMONDBACK ENERGY INC FANG 25278X109 $444.0K 0.54% 2,526 SH
46 LINCOLN ELEC HLDGS INC LECO 533900106 $439.4K 0.54% 1,655 SH
47 REGENCY CTRS CORP REG 758849103 $425.8K 0.52% 5,340 SH
48 CUMMINS INC CMI 231021106 $425.1K 0.52% 596 SH
49 REGIONS FINANCIAL CORP NEW RF 7591EP100 $421.8K 0.52% 13,966 SH
50 DISNEY WALT CO DIS 254687106 $419.9K 0.51% 4,363 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $81.9M 253 0001420506-26-001470
2026-03-31 2026-04-23 $148.0M 366 0001420506-26-000721
2025-12-31 2026-02-09 $169.6M 386 0001420506-26-000201