MQS Management LLC — 13F Holdings & Portfolio

CIK 1759395 · latest 13F-HR filed 2026-04-23

MQS Management LLC manages $148.0M in 13F-reported U.S. long-equity assets across 366 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ADP (0.81%), MPC (0.79%), COP (0.73%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 229 new positions, exited 249, added to 54, and trimmed 72.

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.

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AUM

$148.0M

Long-equity book

Holdings

366

Distinct positions

Period

2026-03-31

Filed 2026-04-23

Q/Q Activity

+229 / −249 / ↑54 / ↓72

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • HOME BANCSHARES INC$536.1K +205.6%
  • STAG INDUSTRIAL INC$459.9K +90.6%
  • ANHEUSER BUSCH INBEV SA NV$427.2K +123.8%
  • IMPERIAL OIL LTD$378.1K +76.2%
  • TEXAS ROADHOUSE INC$351.2K +156.5%
Show all 54

Top Trims

  • VULCAN MATLS CO-$1.2M -82.8%
  • GENERAL DYNAMICS CORP-$800.6K -65.5%
  • EQUITY RESIDENTIAL-$787.2K -50.9%
  • NNN REIT INC-$683.7K -65.8%
  • VICI PPTYS INC-$577.5K -68.8%
Show all 72

New Positions

  • CONOCOPHILLIPS$1.1M
  • WASTE CONNECTIONS INC$1.0M
  • ARES CAPITAL CORP$915.1K
  • RYMAN HOSPITALITY PPTYS INC$914.6K
  • NUTRIEN LTD$902.0K
Show all 229

Exited Positions

  • KIMCO RLTY CORP$1.4M
  • REPUBLIC SVCS INC$1.4M
  • ESSEX PPTY TR INC$1.2M
  • AGNICO EAGLE MINES LTD$1.1M
  • CUMMINS INC$1.1M
Show all 249
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 AUTOMATIC DATA PROCESSING IN ADP 053015103 $1.2M 0.81% 5,909 SH
2 MARATHON PETE CORP MPC 56585A102 $1.2M 0.79% 4,802 SH
3 CONOCOPHILLIPS COP 20825C104 $1.1M 0.73% 8,197 SH
4 BHP BILLITON LIMITED BHP 088606108 $1.1M 0.73% 14,771 SH
5 CHEVRON CORPORATION CVX 166764100 $1.0M 0.71% 5,051 SH
6 WASTE CONNECTIONS INC WCN 94106B101 $1.0M 0.69% 6,287 SH
7 COSTCO WHOLESALE CORPORATION COST 22160K105 $988.5K 0.67% 992 SH
8 STAG INDUSTRIAL INC STAG 85254J102 $967.2K 0.65% 26,822 SH
9 STRYKER CORPORATION SYK 863667101 $967.0K 0.65% 2,943 SH
10 CENOVUS ENERGY INC CVE 15135U109 $962.3K 0.65% 36,274 SH
11 ARES CAPITAL CORP ARCC 04010L103 $915.1K 0.62% 50,785 SH
12 RYMAN HOSPITALITY PPTYS INC RHP 78377T107 $914.6K 0.62% 9,912 SH
13 NUTRIEN LTD NTR 67077M108 $902.0K 0.61% 11,954 SH
14 PNC FINL SVCS GROUP INC PNC 693475105 $890.4K 0.60% 4,279 SH
15 PROCTER & GAMBLE CO PG 742718109 $881.2K 0.60% 6,101 SH
16 IMPERIAL OIL LTD IMO 453038408 $874.7K 0.59% 6,686 SH
17 UDR INC UDR 902653104 $856.8K 0.58% 25,364 SH
18 MEDTRONIC PLC MDT G5960L103 $843.6K 0.57% 9,736 SH
19 NVIDIA CORPORATION NVDA 67066G104 $829.8K 0.56% 4,758 SH
20 DISNEY WALT CO DIS 254687106 $819.9K 0.55% 8,507 SH
21 AMEREN CORP AEE 023608102 $811.0K 0.55% 7,378 SH
22 HOME BANCSHARES INC HOMB 436893200 $796.8K 0.54% 29,587 SH
23 HOME DEPOT INC HD 437076102 $782.8K 0.53% 2,380 SH
24 NISOURCE INC NI 65473P105 $779.1K 0.53% 16,698 SH
25 DANAHER CORP DEL DHR 235851102 $779.1K 0.53% 4,109 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $773.4K 0.52% 1,614 SH
27 CENCORA INC COR 03073E105 $772.5K 0.52% 2,459 SH
28 ANHEUSER BUSCH INBEV SA NV BUD 03524A108 $772.3K 0.52% 11,133 SH
29 MONSTER BEVERAGE CORP NEW MNST 61174X109 $771.0K 0.52% 10,640 SH
30 EQUITY RESIDENTIAL EQR 29476L107 $760.4K 0.51% 12,855 SH
31 ROYAL BK CDA RY 780087102 $745.2K 0.50% 4,606 SH
32 BANK NOVA SCOTIA B C BNS 064149107 $734.2K 0.50% 10,593 SH
33 HCA HEALTHCARE INC HCA 40412C101 $724.1K 0.49% 1,530 SH
34 BRIXMOR PPTY GROUP INC BRX 11120U105 $723.2K 0.49% 25,112 SH
35 MATADOR RES CO MTDR 576485205 $721.6K 0.49% 11,422 SH
36 PUBLIC SVC ENTERPRISE GROUP PEG 744573106 $703.9K 0.48% 8,695 SH
37 REALTY INCOME CORP O 756109104 $701.2K 0.47% 11,462 SH
38 WALMART INC WMT 931142103 $701.2K 0.47% 5,642 SH
39 ALLIANT ENERGY CORP LNT 018802108 $694.5K 0.47% 9,678 SH
40 HARTFORD INSURANCE GROUP INC HIG 416515104 $692.2K 0.47% 5,119 SH
41 PRECISION DRILLING CORP PDS 74022D407 $691.4K 0.47% 7,026 SH
42 UFP INDUSTRIES INC UFPI 90278Q108 $688.4K 0.47% 7,473 SH
43 BUNGE GLOBAL SA BG H11356104 $682.3K 0.46% 5,364 SH
44 LEIDOS HOLDINGS INC LDOS 525327102 $676.2K 0.46% 4,348 SH
45 ONE GAS INC OGS 68235P108 $675.3K 0.46% 7,840 SH
46 DTE ENERGY CO DTE 233331107 $667.8K 0.45% 4,567 SH
47 ILLINOIS TOOL WKS INC ITW 452308109 $657.8K 0.44% 2,527 SH
48 SIMON PPTY GROUP INC NEW SPG 828806109 $654.5K 0.44% 3,509 SH
49 MASCO CORP MAS 574599106 $643.8K 0.44% 10,664 SH
50 INGREDION INC INGR 457187102 $643.4K 0.43% 5,711 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-23 $148.0M 366 0001420506-26-000721
2025-12-31 2026-02-09 $169.6M 386 0001420506-26-000201