Argosy-Lionbridge Management, LLC holds a concentrated book of 14 stocks worth $142.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened BROOKFIELD CORP and trimmed FIRST INDUSTRIAL REALTY TR. Their largest long position is INDEPENDENCE RLTY TR INC at 19% of the equity book.
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Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Independence Rlty TR Inc COM | $27.1M | 1.82M | 19.0% | ▲+18% Added · +283K sh | |
| 2 | Rexford Indl Rlty Inc COM | $19.8M | 603.7K | 13.9% | ▲+12% Added · +65K sh | |
| 3 | First Indl Rlty TR Inc COM | $18.4M | 317.5K | 12.9% | ▼−22% Reduced · −87K sh | |
| 4 | Brookfield Corp CL A LTD VT SH | $17.3M | 426.5K | 12.1% | ▲New New position | |
| 5 | Four Corners Ppty TR Inc COM | $16.0M | 678.0K | 11.2% | ▲+42% Added · +202K sh | |
| 6 | Lennar Corp CL A | $13.0M | 150.2K | 9.1% | ▼−3.4% Reduced · −5K sh | |
| 7 | Vici Pptys Inc COM | $7.5M | 273.2K | 5.2% | ▲New New position | |
| 8 | Camden Ppty TR SH BEN INT | $7.0M | 71.5K | 4.9% | ▲New New position | |
| 9 | Equity Lifestyle Properties COM | $4.8M | 77.0K | 3.4% | ▼−30% Reduced · −33K sh | |
| 10 | American Assets TR Inc COM | $3.9M | 209.9K | 2.7% | ▼−2.3% Reduced · −5K sh | |
| 11 | Invitation Homes Inc COM | $3.4M | 138.0K | 2.4% | ▼−67% Reduced · −279K sh | |
| 12 | Starwood Ppty TR Inc COM | $3.0M | 176.3K | 2.1% | ▼−30% Reduced · −75K sh | |
| 13 | Kilroy Realty Corp COM | $846K | 30.0K | 0.6% | ▲New New position | |
| 14 | Elme Communities SH BEN INT | $556K | 276.8K | 0.4% | ▼−60% Reduced · −421K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 14 | $142.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 14 | $158.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 14 | $152.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 12 | $144.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 12 | $149.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 12 | $129.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.