Ridgemont Partners Management 13F annual report

Ridgemont Partners Management is an investment fund managing more than $36.4 billion ran by Edward Jr.. There is currently 1 company in Mr. Jr.’s portfolio. The largest and only investment include Forward Air worth $36.4 billion.

$36.4 billion Assets Under Management (AUM)

As of 4th July 2024, Ridgemont Partners Management’s top holding is 1,910,615 shares of Forward Air currently worth over $36.4 billion and making up 100.0% of the portfolio value. Relative to the number of outstanding shares of Forward Air, Ridgemont Partners Management owns less than approximately 0.1% of the company.

Currently, Ridgemont Partners Management's portfolio is worth at least $36.4 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Ridgemont Partners Management

The Ridgemont Partners Management office and employees reside in Charlotte, North Carolina. According to the last 13-F report filed with the SEC, Edward Jr. serves as the Chief Operating Officer at Ridgemont Partners Management.

Recent trades

In the most recent 13F filing, Ridgemont Partners Management revealed that it had increased its stake in Forward Air and bought 1,210,006 additional shares worth around $25 million. This means they effectively own approximately 0.1% of the company. Forward Air makes up 100.0% of the fund's Industrials sector allocation and has decreased its share price by 82.2% in the past year.

On the other hand, there are companies that Ridgemont Partners Management is getting rid of from its portfolio. Ridgemont Partners Management closed its position in Southwestern on 11th July 2024. It sold the previously owned 0 shares for $0.

One of the smallest hedge funds

The two most similar investment funds to Ridgemont Partners Management are Must Asset Management and Brookside Equity Partners. They manage $36.3 billion and $36.2 billion respectively.


Edward Jr. investment strategy

Ridgemont Partners Management’s portfolio is diversified across 1 sector. Currently, their heaviest sector is Industrials — making up 100.0% of the total portfolio value. The fund focuses on investments in the United States as 100.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up approximately 0.1% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $2.85 billion.

The complete list of Ridgemont Partners Management trades based on 13F SEC filings

These positions were updated on July 11th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Forward Air Corp.
172.71%
1,910,615
$36,378,110,000 100.00%
Southwestern Energy Company
No change
0
$0
No transactions found
Showing first 500 out of 2 holdings