1y return+18.0%S&P 500 +20.9%
3y return+3.9%S&P 500 +68.5%
5y return−43.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2016: $138 against $334 in the S&P 500.2
Leonard Green & Partners, L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LTHLife Time Group Holdings Inc | $450.4M | 46.8% | −55.7% |
| Clarivate PLCCUSIP G21810109 | $252.0M | 26.2% | |
| WSMWilliams Sonoma Inc | $233.1M | 24.2% | |
| ADVAdvantage Solutions Inc | $26.7M | 2.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WSMWilliams Sonoma Inc | September 30, 2023 | +200.0% | $233.1M |
| LTHLife Time Group Holdings Inc | December 31, 2021 | +137.3% | $450.4M |
| ADVAdvantage Solutions Inc | March 31, 2026 | +104.5% | $26.7M |
| Clarivate PLCCUSIP G21810109 | December 31, 2020 | −92.7% | $252.0M |
Sold off last quarter
- Mister Car Wash IncCUSIP 60646V105 was $1.5B
- CALYCallaway Golf Co was $78.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.8% | +14.8% |
| March 31, 2026 | +9.7% | −4.6% |
| December 31, 2025 | −1.6% | +2.4% |
| September 30, 2025 | −4.7% | +7.8% |
| June 30, 2025 | −8.4% | +10.5% |
| March 31, 2025 | +7.5% | −4.6% |
| December 31, 2024 | −2.1% | +2.1% |
| September 30, 2024 | +8.6% | +5.4% |
| June 30, 2024 | −6.0% | +4.0% |
| March 31, 2024 | −1.0% | +10.0% |
| December 31, 2023 | +26.3% | +11.2% |
| September 30, 2023 | −28.5% | −3.6% |
| June 30, 2023 | +8.9% | +8.3% |
| March 31, 2023 | +8.8% | +7.0% |
| December 31, 2022 | −2.1% | +7.1% |
| September 30, 2022 | −19.7% | −5.3% |
| June 30, 2022 | −19.1% | −16.5% |
| March 31, 2022 | −17.2% | −4.9% |
| December 31, 2021 | +2.6% | +10.7% |
| September 30, 2021 | −15.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Leonard Green & Partners, L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1175523&type=13F-HR&dateb=&owner=include&count=40CIK 1175523
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1175523/000117266126003799/Filed August 14, 2026 · accession 0001172661-26-003799