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13F holdings · Q2 2026

Ehrenkranz Partners

New York, NY · files as Ehrenkranz Partners L.P.
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1641043

Ehrenkranz Partners reported 49 stocks worth $173M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are EWY (25.9%), EWJ (23.6%) and SPY (8.9%). Compared with Q1 2026, the fund opened new positions in ITA, BND and CRWD, added to EWJ, SPY and EFA, trimmed VOO, IWR and AMZN and sold out of QUAL, AKRE and XBI.

Reported value$173M+37.0% vs last quarter
Stocks held497 new · 5 sold out
Top 5 weight69.4%very concentrated
Turnover29%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 4 qtrsHeld
1
EWY
Ishares Inc
$44.8M25.9%222KNo change4 of 4
2
EWJ
Ishares Inc
$40.9M23.6%439K+139K (+47%)2 of 4
3
SPY
Spdr S&P 500 ETF TR
$15.5M8.9%21K+4,339 (+26%)4 of 4
4
EFA
Ishares TR
$11.5M6.6%110K+82K (+282%)3 of 4
5
RSP
Invesco Exchange Traded FD T
$7.6M4.4%36KNo change4 of 4
6
VOO
Vanguard S&P 500 ETF
$7.1M4.1%10K−18 (−0%)4 of 4
7
VO
Vanguard Index Fds
$6M3.5%75K+56K (+294%)4 of 4
8
ACWX
Ishares TR
$6M3.5%79K+743 (+1%)4 of 4
9
VTV
Vanguard Index Fds
$5.3M3.1%24K+11K (+87%)4 of 4
10
IWF
Ishares TR
$3.6M2.1%29K+22K (+295%)4 of 4
🔒 39 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
QUAL
Ishares TR
$5.3M27K
AKRE
Akre Focus ETF
$4.4M83K
XBI
Spdr Series Trust
$1.5M12K
TMUS
T-Mobile US Inc
$219K1,044
NEE
Nextera Energy Inc
$201K2,169

Reported value

last 4 quarters
$114MQ3 '25
$88.3MQ4 '25
$126MQ1 '26
$173MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Ehrenkranz Partners 13F FAQ

What does Ehrenkranz Partners own?

Ehrenkranz Partners reported 49 stocks worth $173M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are EWY (25.9%), EWJ (23.6%) and SPY (8.9%). The table above lists every position in the filing (the top 10 without an account).

What did Ehrenkranz Partners buy and sell in Q2 2026?

Compared with Q1 2026: 7 new positions, 16 added to, 11 trimmed and 5 sold out. New positions include ITA, BND and CRWD. It sold all of QUAL, AKRE and XBI.

When will Ehrenkranz Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Ehrenkranz Partners's portfolio worth?

The Q2 2026 filing reports $173M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.