Elwood Capital Partners
Elwood Capital Partners reported 27 stocks worth $137M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AMZN (10.5%), TSM (10.4%) and UNH (9.1%). Compared with Q1 2026, the fund opened new positions in AXON, AMAT and SHC, added to UNH, SGI and PM, trimmed AMZN, TSM and TXN and sold out of PLNT, FIVE and WAT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMZN Amazon Com Inc | $14.4M | 10.5% | 60K | −25K (−29%) | 7 of 7 | |
| 2 |  TSM Taiwan Semiconductor Mfg Ltd | $14.3M | 10.4% | 30K | −5,000 (−14%) | 7 of 7 | |
| 3 |  UNH Unitedhealth Group Inc | $12.5M | 9.1% | 30K | +20K (+199%) | 7 of 7 | |
| 4 |  SGI Somnigroup International Inc | $11.8M | 8.6% | 150K | +60K (+67%) | 7 of 7 | |
| 5 |  TXN Texas Instrs Inc | $6.7M | 4.9% | 23K | −7,500 (−25%) | 6 of 7 | |
| 6 |  MSFT Microsoft Corp | $6.5M | 4.8% | 17K | −5,250 (−23%) | 7 of 7 | |
| 7 |  STM Stmicroelectronics N V | $6M | 4.4% | 80K | −20K (−20%) | 2 of 7 | |
| 8 |  PM Philip Morris Intl Inc | $5M | 3.7% | 28K | +24K (+638%) | 7 of 7 | |
| 9 |  LPX Louisiana Pac Corp | $5M | 3.6% | 63K | −12K (−16%) | 4 of 7 | |
| 10 |  GOOGL Alphabet Inc | $4.5M | 3.3% | 13K | No change | 3 of 7 |
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
Options
valued at the underlying shares
Reported value
last 7 quartersThe 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| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Elwood Capital Partners 13F FAQ
What does Elwood Capital Partners own?
Elwood Capital Partners reported 27 stocks worth $137M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AMZN (10.5%), TSM (10.4%) and UNH (9.1%). The table above lists every position in the filing (the top 10 without an account).
What did Elwood Capital Partners buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 9 added to, 7 trimmed and 5 sold out. New positions include AXON, AMAT and SHC. It sold all of PLNT, FIVE and WAT.
When will Elwood Capital 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 Elwood Capital Partners's portfolio worth?
The Q2 2026 filing reports $137M in US stocks ($203M including options). 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.