Garden Investment Management, L.P. — 13F Holdings & Portfolio
CIK 2044217 · latest 13F-HR filed 2026-08-14
Garden Investment Management, L.P. manages $797.9M in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MIDD (72.86%), FBIN (27.14%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 2 existing positions rose in reported value and 0 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 27, 2026.
2ND FLOOR
GREENWICH, CT 06830
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| EDWARD P GARDEN 2020 DELAWARE TRUST Control | LIMITED PARTNER since May 2024 | 75% or more | Domestic Entity |
| FAUSER, CHAD, WARREN Control | FOUNDING PARTNER, CHIEF OPERATING OFFICER, HEAD OF BUSINESS DEVELOPMENT since May 2024 | Less than 5% | Individual |
| GARDEN INVESTMENT MANAGEMENT GP, LLC Control | GENERAL PARTNER since May 2024 | Less than 5% | Domestic Entity |
| GARDEN, EDWARD, PATRICK Control | FOUNDING PARTNER, CHAIRMAN, CEO, CIO since May 2024 | Less than 5% | Individual |
| J.P. MORGAN TRUST COMPANY OF DELAWARE Control | TRUSTEE, EDWARD P GARDEN 2020 DELAWARE TRUST since Mar 2024 | Less than 5% | Domestic Entity |
| JACOBY, BRIAN, MARK Control | FOUNDING PARTNER, HEAD OF RESEARCH since May 2024 | Less than 5% | Individual |
| Lapkoff, Steven, Robert | CHIEF COMPLIANCE OFFICER since Dec 2025 | Less than 5% | Individual |
| GARDEN, EDWARD, PATRICK Control Indirect owner via GARDEN INVESTMENT MANAGEMENT GP, LLC | SOLE MEMBER AND MANAGER since May 2024 | 75% or more | Individual |
| J.P. MORGAN TRUST COMPANY OF DELAWARE Control Indirect owner via EDWARD P GARDEN 2020 DELAWARE TRUST | TRUSTEE since Mar 2024 | General partner, trustee or manager | Domestic Entity |
Ownership & leadership changes · 3 filings with changes since Jul 26, 2024
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedAYRES, TIFFANY, ANN · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Feb 2025
- AddedLapkoff, Steven, Robert · CHIEF COMPLIANCE OFFICER · Less than 5%
- No longer listedFELSON, HOWARD, MICHAEL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since May 2024
- AddedAYRES, TIFFANY, ANN · CHIEF COMPLIANCE OFFICER · Less than 5%
- ChangedFAUSER, CHAD, WARREN · title PARTNER → FOUNDING PARTNER, CHIEF OPERATING OFFICER, HEAD OF BUSINESS DEVELOPMENT
- ChangedGARDEN, EDWARD, PATRICK · title PARTNER → FOUNDING PARTNER, CHAIRMAN, CEO, CIO
- ChangedJACOBY, BRIAN, MARK · title PARTNER → FOUNDING PARTNER, HEAD OF RESEARCH
- ChangedFELSON, HOWARD, MICHAEL · title CHIEF COMPLIANCE OFFICER, ACTING GENERAL COUNSEL → CHIEF COMPLIANCE OFFICER
- ListedEDWARD P GARDEN 2020 DELAWARE TRUST · LIMITED PARTNER · 75% or more · control person
- ListedFAUSER, CHAD, WARREN · PARTNER · Less than 5% · control person
- ListedFELSON, HOWARD, MICHAEL · CHIEF COMPLIANCE OFFICER, ACTING GENERAL COUNSEL · Less than 5% · control person
- ListedGARDEN INVESTMENT MANAGEMENT GP, LLC · GENERAL PARTNER · Less than 5% · control person
- ListedGARDEN, EDWARD, PATRICK · PARTNER · Less than 5% · control person
- ListedGARDEN, EDWARD, PATRICK · SOLE MEMBER AND MANAGER · 75% or more · indirect via GARDEN INVESTMENT MANAGEMENT GP, LLC · control person
- ListedJ.P. MORGAN TRUST COMPANY OF DELAWARE · TRUSTEE, EDWARD P GARDEN 2020 DELAWARE TRUST · Less than 5% · control person
- ListedJ.P. MORGAN TRUST COMPANY OF DELAWARE · TRUSTEE · General partner, trustee or manager · indirect via EDWARD P GARDEN 2020 DELAWARE TRUST · control person
- ListedJACOBY, BRIAN, MARK · PARTNER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- MIDDLEBY CORP$133.3M +29.7%
- FORTUNE BRANDS INNOVATIONS I$79.1M +57.5%
Garden Investment Management, L.P. Holdings (2026-06-30)
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 | $797.9M | 2 | 0001172661-26-003447 |
| 2026-03-31 | 2026-05-15 | $585.6M | 2 | 0001172661-26-002391 |
| 2025-12-31 | 2026-02-17 | $502.5M | 1 | 0001172661-26-000826 |
| 2025-09-30 | 2025-11-14 | $435.6M | 1 | 0001172661-25-004797 |
GREENWICH, CT 06830