Arkolith/Funds/Walnut Private Equity Partners, LLC

Walnut Private Equity Partners, LLC

CIK 1599275
Holdings as of Jun 30, 2026·disclosed Jul 7, 2026·~7-day 13F lag·13F-HR
Active Filer

Walnut Private Equity Partners, LLC holds a concentrated book of 15 stocks worth $185.0M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Brookfield Infrastructure-A and trimmed Enterprise Products Partners. Their largest long position is Blackstone Inc at 24% of the equity book. Cloning the disclosed picks since 2024 would be +18% (+9.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show WALNUT PRIVATE EQUITY PARTNERS, LLC's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
4
existing
Trimmed
1
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+18.4%
+9.8%/yr · since Oct '24
Their reported book
+16.2%
held from quarter-end
S&P 500
+32.8%
same window
$9K$10K$11K$12K$14KOct '24Feb '25Jun '25Nov '25Mar '26Jul '26
Walnut Private Equity Partners, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.2 points over this window.

Growth of $10,000 cloning Walnut Private Equity Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
81%
Top 10 holdings
99%
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

91% mapped to company sectors

Utilities
48%
Financials
24%
Industrials
18%
ETF / fund or unclassified
9%
Energy
0%

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 Walnut Private Equity Partners, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.12 / 15$14.9B
MORGAN STANLEY12 / 15$9.8B
BANK OF AMERICA CORP /DE/12 / 15$6.3B
JPMORGAN CHASE & CO12 / 15$5.4B
GOLDMAN SACHS GROUP INC12 / 15$5.2B
ROYAL BANK OF CANADA12 / 15$4.2B
UBS Group AG12 / 15$3.3B
WELLS FARGO & COMPANY/MN12 / 15$1.7B

Ranked by how many of Walnut Private Equity Partners, LLC's top 15 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.

15 positions
#SecurityValueShares% PortLast moveHistory
1Blackstone Inc
common
$43.7M371.1K
23.6%
+2.0%
Added · +7K sh
2Energy Transfer Equity LP
common
$39.2M2.05M
21.2%
~0%
Added · +1K sh
3Williams Cos Inc
common
$35.7M479.8K
19.3%
Held
4Sunoco LP
common
$16.3M242.1K
8.8%
Held
5MPLX LP
common
$15.7M268.0K
8.5%
+0.6%
Added · +2K sh
6Plains All American Pipeline
common
$13.4M602.3K
7.2%
Held
7Enterprise Prods Partners LP
common
$9.6M260.0K
5.2%
−0.4%
Reduced · −1K sh
8Brookfield Renewable Partners
common
$4.6M131.8K
2.5%
Held
9Brookfield Infrastructure Part
common
$3.7M102.0K
2.0%
Held
10Plains GP Holdings LP
common
$1.2M51.0K
0.7%
Held
11Alliance Bernstein Hldg L P
common
$914K25.9K
0.5%
Held
12SunocoCorp LLC
common
$643K9.5K
0.3%
+12%
Added · +1K sh
13Brookfield Infrastructure Corp
common
$385K10.0K
0.2%
New
New position
14USA Compression Partners LP
common
$46K1.8K
0.0%
Held
15JP Morgan Alerian MLP Index
common
$12K345
0.0%
Held
Showing all 15 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 7, 202615$185.0M13F-HR
Q1 2026Mar 31, 2026Apr 9, 202614$181.3M13F-HR
Q4 2025Dec 31, 2025Jan 6, 202613$171.9M13F-HR
Q3 2025Sep 30, 2025Oct 9, 202513$176.6M13F-HR
Q2 2025Jun 30, 2025Jul 7, 202513$171.2M13F-HR
Q1 2025Mar 31, 2025Apr 7, 202513$182.5M13F-HR
Q4 2024Dec 31, 2024Jan 21, 202514$188.2M13F-HR
Q3 2024Sep 30, 2024Oct 7, 202415$168.1M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.