AG

ANGELO GORDON & CO., L.P.

13F
ANGELO GORDON & CO., L.P.
Last update 2025-05-15 35 Stocks (23 new)
Value $194.00 Mil Turnover 31 %
Countries:
Top Holdings: HOUS(16.61%)HPE(16.02%)PCG(14.71%)KKR(7.80%)NEEpR(7.35%)
Summary Stock Picks Current Portfolio
ANGELO GORDON & CO., L.P. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HOUS
Anywhere Real Estate Inc
9,692,993
32,277.7
0%
16.610
0%
8.670
+17.28%
+15.15%
424.9
Real Estate
HPE
Hewlett Packard Enterprise Co
650,000
31,135.0
0%
16.020
0%
0.050
+57.14%
+1.50%
28,002.7
Hardware
PCG
PG&E Corp
650,000
28,600.0
+30.00%
14.710
+3.39%
0.030
-19.22%
-30.85%
30,569.8
Utilities - Regulated
KKR
KKR & Co Inc
310,000
15,152.8
New Holding
7.800
+7.80%
0.030
+35.37%
-6.03%
123,443.0
Asset Management
NEEpR
NextEra Energy Inc
350,000
14,290.5
0%
7.350
0%
-
+1.76%
+3.40%
0
Utilities - Regulated
K
Kellanova
152,776
12,602.5
+1.99%
6.480
+0.13%
0.040
-2.42%
+0.18%
27,755.1
Consumer Packaged Goods
HES
Hess Corp
70,000
11,181.1
-12.50%
5.750
-0.64%
0.020
-2.59%
+9.04%
44,544.3
Oil & Gas
FYBR
Frontier Communications Parent Inc
275,000
9,861.5
New Holding
5.070
+5.07%
0.110
+1.56%
+5.19%
9,134.0
Telecommunication Services
EVRI
Everi Holdings Inc
650,000
8,885.5
+85.71%
4.570
+2.11%
0.750
+4.17%
+5.40%
1,236.8
Travel & Leisure
TGI
Triumph Group Inc
265,000
6,715.1
New Holding
3.450
+3.45%
0.340
+2.02%
+38.37%
2,006.6
Aerospace & Defense

ANGELO GORDON & CO., L.P.'s Historical Top Holdings Breakdowns

ANGELO GORDON & CO., L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
KKR
KKR & Co Inc
2025-03-31
New Buy
New Buy
+7.80%
●
108.17 ($137.58) 167.07
$138.60
0.74%
New holding
310,000
310,000
BA
Boeing Co
2025-03-31
Sold Out
Sold Out
-6.60%
●
148.15 ($173.09) 186.25
$215.92
24.74%
Sold Out
0
-225,000
JNPR
Juniper Networks Inc
2025-03-31
Sold Out
Sold Out
-5.51%
●
34.38 ($36.6) 39.03
$39.95
9.15%
Sold Out
0
-305,000
FYBR
Frontier Communications Parent Inc
2025-03-31
New Buy
New Buy
+5.07%
●
34.83 ($35.72) 36.05
$36.50
2.18%
New holding
275,000
275,000
SUM Unlock Delisted
Summit Materials Inc
2025-03-31
Sold Out
Sold Out
-5.00%
●
50.95 ($52.09) 52.49
$52.49
0.77%
Sold Out
0
-205,000
TGI
Triumph Group Inc
2025-03-31
New Buy
New Buy
+3.45%
●
18.35 ($23.15) 25.5
$25.82
11.53%
New holding
265,000
265,000
PCG
PG&E Corp
2025-03-31
Add
Add
+3.39%
●
15.16 ($16.59) 20.4
$13.91
-16.15%
Add 30%
650,000
150,000
SMAR Unlock Delisted
Smartsheet Inc
2025-03-31
Sold Out
Sold Out
-3.24%
●
56.06 ($56.28) 56.47
$56.47
0.34%
Sold Out
0
-120,000
BECN Unlock Delisted
Beacon Roofing Supply Inc
2025-03-31
New Buy
New Buy
+3.18%
●
100.48 ($116.47) 123.86
$124.17
6.61%
New holding
49,944
49,944
HCP Unlock Delisted
HashiCorp Inc
2025-03-31
Sold Out
Sold Out
-2.97%
●
33.99 ($34.32) 34.81
$34.78
1.34%
Sold Out
0
-180,217

ANGELO GORDON & CO., L.P. Total Holding History ($B)

To

ANGELO GORDON & CO., L.P.'s Asset Allocation

To

ANGELO GORDON & CO., L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ANGELO GORDON & CO., L.P.'s Hypothetical Growth since 2025-03-31

ANGELO GORDON & CO., L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

ANGELO GORDON & CO., L.P.'s Holdings Heat Map

Size field:

ANGELO GORDON & CO., L.P.'s Holdings Bubble Chart

ANGELO GORDON & CO., L.P. News

  • 1

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