Arkolith/Funds/Town Lane Management LP

Town Lane Management LP

CIK 2019534
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Town Lane Management LP holds a concentrated book of 4 stocks worth $106.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is Alexandria Real Estate Equit at 38% of the equity book.

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Use Arkolith to show TOWN LANE MANAGEMENT LP's latest
holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
1
existing
Trimmed
0
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

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

Direct sector allocation

100% mapped to company sectors

Real Estate
100%

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

No trims or exits this quarter.

Funds with the most overlap

Other tracked managers holding the same core names as Town Lane Management LP

Manager / fundShared namesTheir $ in those
VANGUARD GROUP INC4 / 4$7.5B
BlackRock, Inc.4 / 4$5.3B
VANGUARD PORTFOLIO MANAGEMENT LLC4 / 4$3.8B
NORGES BANK4 / 4$3.2B
STATE STREET CORP4 / 4$2.9B
VANGUARD CAPITAL MANAGEMENT LLC4 / 4$2.7B
GEODE CAPITAL MANAGEMENT, LLC4 / 4$1.3B
PRICE T ROWE ASSOCIATES INC /MD/4 / 4$1.2B

Ranked by how many of Town Lane Management LP's top 4 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.

4 positions
#SecurityValueShares% PortLast moveHistory
1Alexandria Real Estate Eq In
COM
$40.2M866.3K
37.9%
+16%
Added · +116K sh
2Kite Rlty Group TR
COM NEW
$26.1M1.06M
24.6%
Held
3Equity Residential
SH BEN INT
$25.0M422.9K
23.6%
Held
4Camden Ppty TR
SH BEN INT
$14.7M150.7K
13.9%
Held
Showing all 4 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20264$106.0M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20264$105.4M13F-HR

Data source

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. Price-derived performance is withheld until the price-source policy and freshness gate are green.