Arkolith/Funds/Ballast Asset Management, LP

Ballast Asset Management, LP

CIK 1998389
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Ballast Asset Management, LP holds a diversified book of 53 stocks worth $250.7M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Paysign Inc and trimmed Azz Inc. Their largest long position is Azz Inc at 3% of the equity book.

Opened
19
bought for the first time
Added to
8
already held, bought more
Trimmed
41
sold some, still holds it
Sold out
2
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
15%
Top 10 holdings
29%
Top 20 holdings
52%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Industrials
30%
Materials
16%
Financials
15%
Information Technology
12%
Energy
8%
Health Care
6%
Consumer Discretionary
5%
Consumer Staples
3%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Ballast Asset Management, LP

Manager / fundShared namesTheir $ in those
MORGAN STANLEY69 / 53$3.2B
UBS Group AG69 / 53$1.6B
JPMORGAN CHASE & CO68 / 53$1.5B
BNP PARIBAS FINANCIAL MARKETS68 / 53$275.9M
BlackRock, Inc.67 / 53$22.5B
GEODE CAPITAL MANAGEMENT, LLC67 / 53$6.0B
GOLDMAN SACHS GROUP INC67 / 53$2.4B
WELLS FARGO & COMPANY/MN67 / 53$510.2M

Ranked by how many of Ballast Asset Management, LP's top 53 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

53 positions
#SecurityValueShares% PortLast moveHistory
1AZZ, Inc.
COMMON
$8.6M55.5K
3.4%
−1.0%
Reduced · −544 sh
2Bel Fuse, Inc.
COMMON
$7.8M23.5K
3.1%
−1.0%
Reduced · −234 sh
3Federal Agricultural Mortgage Corporation
COMMON
$7.4M37.2K
3.0%
−1.0%
Reduced · −366 sh
4Cavco Industries, Inc.
COMMON
$7.4M12.0K
2.9%
−1.0%
Reduced · −122 sh
5Climb Global Solutions, Inc.
COMMON
$7.3M315.8K
2.9%
−1.1%
Reduced · −3K sh
6Natural Resource Partners, L.P.
COMMON
$7.3M74.8K
2.9%
−1.4%
Reduced · −1K sh
7Landstar System, Inc.
COMMON
$7.0M33.9K
2.8%
−1.0%
Reduced · −330 sh
8Ecovyst, Inc.
COMMON
$6.8M549.1K
2.7%
−1.0%
Reduced · −6K sh
9Merchants Bancorp
COMMON
$6.8M135.3K
2.7%
−1.0%
Reduced · −1K sh
10Capital Bancorp, Inc.
COMMON
$6.6M187.9K
2.6%
−1.0%
Reduced · −2K sh
11Consensus Cloud Solutions, Inc.
COMMON
$6.3M164.5K
2.5%
−1.0%
Reduced · −2K sh
12Solaris Energy Infrastructure, Inc.
COMMON
$6.2M77.1K
2.5%
−33%
Reduced · −39K sh
13Terex Corporation
COMMON
$6.1M84.3K
2.4%
−1.0%
Reduced · −836 sh
14GEO Group, Inc. (The)
COMMON
$5.9M200.7K
2.4%
−37%
Reduced · −120K sh
15Gpgi, Inc.
COMMON
$5.9M373.9K
2.4%
+29%
Added · +83K sh
16Mueller Industries, Inc.
COMMON
$5.9M48.0K
2.4%
+29%
Added · +11K sh
17Turning Point Brands, Inc.
COMMON
$5.6M66.2K
2.2%
−1.0%
Reduced · −658 sh
18Bruker Corporation
COMMON
$5.4M89.7K
2.2%
−0.9%
Reduced · −850 sh
19Metallus, Inc.
COMMON
$5.3M283.7K
2.1%
−1.0%
Reduced · −3K sh
20Hillman Solutions Corporation
COMMON
$5.0M593.0K
2.0%
+33%
Added · +147K sh
21Eagle Materials, Inc.
COMMON
$4.9M21.8K
2.0%
−0.9%
Reduced · −202 sh
22Brink's Company (The)
COMMON
$4.8M50.7K
1.9%
−1.0%
Reduced · −508 sh
23Cabot Corporation
COMMON
$4.8M52.5K
1.9%
+29%
Added · +12K sh
24Criteo S.A.
COMMON
$4.7M256.5K
1.9%
+9.8%
Added · +23K sh
25RCM Technologies, Inc.
COMMON
$4.5M159.6K
1.8%
−0.8%
Reduced · −1K sh
26Extreme Networks, Inc.
COMMON
$4.5M138.3K
1.8%
−0.9%
Reduced · −1K sh
27Patrick Industries, Inc.
COMMON
$4.4M49.3K
1.8%
−1.0%
Reduced · −486 sh
28Epsilon Energy Ltd.
COMMON
$4.4M806.3K
1.7%
−1.0%
Reduced · −8K sh
29EPR Properties
COMMON
$4.3M74.9K
1.7%
−1.0%
Reduced · −726 sh
30Kosmos Energy Ltd.
COMMON
$4.2M2.01M
1.7%
−1.0%
Reduced · −20K sh
31MGIC Investment Corporation
COMMON
$4.2M148.0K
1.7%
−1.0%
Reduced · −1K sh
32Collegium Pharmaceutical, Inc.
COMMON
$4.1M112.1K
1.6%
−1.0%
Reduced · −1K sh
33Core Natural Resources, Inc.
COMMON
$4.0M50.4K
1.6%
−1.0%
Reduced · −490 sh
34Cass Information Systems, Inc.
COMMON
$4.0M77.3K
1.6%
+51%
Added · +26K sh
35Paysign, Inc.
COMMON
$3.8M467.5K
1.5%
New
New position
36Royal Gold, Inc.
COMMON
$3.8M19.0K
1.5%
−28%
Reduced · −7K sh
37Barnes & Noble Education, Inc.
COMMON
$3.8M299.6K
1.5%
New
New position
38Bank OZK
COMMON
$3.7M71.7K
1.5%
−0.9%
Reduced · −640 sh
39ATN International, Inc.
COMMON
$3.6M136.2K
1.4%
−1.0%
Reduced · −1K sh
40Bausch Plus Lomb Corp
COMMON
$3.6M217.5K
1.4%
−0.9%
Reduced · −2K sh
41Phinia, Inc.
COMMON
$3.4M41.7K
1.4%
−1.0%
Reduced · −410 sh
42Genpact Ltd.
COMMON
$3.3M119.3K
1.3%
+44%
Added · +36K sh
43Knowles Corporation
COMMON
$3.3M78.6K
1.3%
−54%
Reduced · −92K sh
44Third Coast Bancshares, Inc.
COMMON
$3.2M80.3K
1.3%
New
New position
45SPS Commerce, Inc.
COMMON
$3.2M56.2K
1.3%
+50%
Added · +19K sh
46Donaldson Company, Inc.
COMMON
$3.1M34.8K
1.2%
−1.0%
Reduced · −346 sh
47IPG Photonics Corporation
COMMON
$3.0M25.9K
1.2%
−0.9%
Reduced · −244 sh
48Ingles Markets, Inc.
COMMON
$2.8M31.6K
1.1%
−1.0%
Reduced · −310 sh
49QuidelOrtho Corporation
COMMON
$2.5M144.5K
1.0%
−1.0%
Reduced · −1K sh
50TripAdvisor, Inc.
COMMON
$2.5M181.6K
1.0%
−1.0%
Reduced · −2K sh
Showing 50 of 53 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202653$250.7M13F-HR
Q1 2026Mar 31, 2026May 7, 202652$224.7M13F-HR
Q4 2025Dec 31, 2025Feb 9, 202652$211.7M13F-HR
Q3 2025Sep 30, 2025Nov 4, 202554$219.1M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202554$192.4M13F-HR
Q1 2025Mar 31, 2025May 13, 202554$189.7M13F-HR
Q4 2024Dec 31, 2024Feb 12, 202553$201.7M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202449$195.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.