TOWN LANE MANAGEMENT LP — 13F Holdings & Portfolio
CIK 2019534 · latest 13F-HR filed 2026-08-14
TOWN LANE MANAGEMENT LP manages $112.0M in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ARE (58.96%), EQR (25.64%), CPT (15.40%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 1, added to 3, and trimmed 0.
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.
SUITE 803
NEW YORK, NY 10166
$112.0M
Long-equity book
3
Distinct positions
2026-06-30
Filed 2026-08-14
+0 / −1 / ↑3 / ↓0
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALEXANDRIA REAL ESTATE EQ IN$25.9M +64.3%
- EQUITY RESIDENTIAL$3.7M +14.8%
- CAMDEN PPTY TR$2.5M +17.2%
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).
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $112.0M | 3 | 0002019534-26-000005 |
| 2026-03-31 | 2026-05-15 | $106.0M | 4 | 0002019534-26-000004 |
| 2025-12-31 | 2026-02-17 | $105.4M | 4 | 0002019534-26-000002 |