1y return+41.0%S&P 500 +20.9%
3y return+109.9%S&P 500 +68.5%
5y return+97.6%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, 2018: $343 against $299 in the S&P 500.2
TOMS Capital Investment Management LPS&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 |
|---|---|---|---|
| DVNDevon Energy Corp New | $423.9M | 22.4% | New |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $174.0M | 9.2% | −45.5% |
| RIOTRiot Platforms Inc | $160.9M | 8.5% | New |
| INTCIntel Corp | $146.2M | 7.7% | New |
| MKSIMks Inc. | $130.3M | 6.9% | New |
| Nvent Elec PLCCUSIP G6700G107 | $124.3M | 6.6% | New |
| BRUNBoost Run Inc | $121.3M | 6.4% | New |
| UNMUnum Group | $114.0M | 6.0% | New |
| VOYAVoya Financial Inc | $113.3M | 6.0% | New |
| CRBGCorebridge Finl Inc | $88.0M | 4.6% | New |
| GDSGds Hldgs Ltd | $81.7M | 4.3% | New |
| TTMITtm Technologies Inc | $76.9M | 4.1% | New |
| AMZNAmazon Com Inc | $62.2M | 3.3% | New |
| Warner Bros Discovery IncCUSIP 934423104 | $37.3M | 2.0% | −64.1% |
| Bitdeer Technologies GroupCUSIP G11448100 | $35.3M | 1.9% | New |
| Golar Lng LtdCUSIP G9456A100 | $4.3M | 0.2% | −96.1% |
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 |
|---|---|---|---|
| Seagate Technology Hldngs PlCUSIP G7997R103 | March 31, 2026 | +146.3% | $174.0M |
| Warner Bros Discovery IncCUSIP 934423104 | March 31, 2026 | −2.9% | $37.3M |
| Golar Lng LtdCUSIP G9456A100 | March 31, 2026 | −7.9% | $4.3M |
Sold off last quarter
- Aercap Holdings NvCUSIP N00985106 was $191.2M
- NVDANvidia Corporation was $155.7M
- FWONKLiberty Media Corp Del was $136.0M
- FDXFedex Corp was $128.2M
- MSGSMadison Square Grdn Sprt Cor was $111.5M
- TSMTaiwan Semiconductor Manufac was $110.8M
- UALUnited Airls Hldgs Inc was $110.3M
- CRSCarpenter Technology Corp was $69.4M
- WABWabtec was $68.0M
- SYYSysco Corp was $60.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +26.0% | +14.8% |
| March 31, 2026 | +3.1% | −4.6% |
| December 31, 2025 | +7.7% | +2.4% |
| September 30, 2025 | +0.9% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | +2.0% | +2.1% |
| September 30, 2024 | +13.1% | +5.4% |
| June 30, 2024 | −1.5% | +4.0% |
| March 31, 2024 | +8.8% | +10.0% |
| December 31, 2023 | +15.2% | +11.2% |
| September 30, 2023 | −2.5% | −3.6% |
| June 30, 2023 | +5.4% | +8.3% |
| March 31, 2023 | +2.8% | +7.0% |
| December 31, 2022 | +11.8% | +7.1% |
| September 30, 2022 | +2.3% | −5.3% |
| June 30, 2022 | −13.2% | −16.5% |
| March 31, 2022 | −9.1% | −4.9% |
| December 31, 2021 | −4.0% | +10.7% |
| September 30, 2021 | +0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: TOMS Capital Investment Management LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1743937&type=13F-HR&dateb=&owner=include&count=40CIK 1743937
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1743937/000090266426003522/Filed August 14, 2026 · accession 0000902664-26-003522