CPV Partners, LLC — 13F Holdings & Portfolio

CIK 1763844 · latest 13F-HR filed 2026-08-14

CPV Partners, LLC manages $274.4M in 13F-reported U.S. long-equity assets across 5 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are LAUR (75.36%), SPCX (14.78%), CTEV (6.16%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 1, and trimmed 1.

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
72 CUMMINGS POINT ROAD
STAMFORD, CT 06902
Phone
(203) 890-2000
Filing Manager
CPV Partners, LLC
STAMFORD, CT
Signatory
Andrew B. Cohen
Authorized Person
Loading holdings…
AUM

$274.4M

Long-equity book

Holdings

5

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+1 / −0 / ↑1 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CLARITEV CORPORATION$8.8M +108.8%
Show all 1

Top Trims

  • HERTZ GLOBAL HLDGS INC-$7.5M -50.9%
Show all 1

New Positions

  • SPACE EXPLORATION TECHN CORP$40.6M
Show all 1

Exited Positions

  • No exits this quarter.
Show all 0
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 LAUREATE ED INC LAUR 518613203 $206.8M 75.36% 5,694,225 SH
2 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $40.6M 14.78% 237,380 SH
3 CLARITEV CORPORATION CTEV 62548M209 $16.9M 6.16% 495,258 SH
4 HERTZ GLOBAL HLDGS INC HTZ 42806J700 $7.3M 2.65% 3,210,268 SH
5 MARQETA INC MQ 57142B104 $2.9M 1.06% 716,075 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $274.4M 5 0000919574-26-005529
2026-03-31 2026-05-15 $224.2M 4 0000919574-26-003459
2025-12-31 2026-02-17 $232.8M 4 0000902664-26-001125
2025-09-30 2025-11-14 $231.5M 4 0000902664-25-005024