Aureus Asset Management, LLC

Aureus Asset Management, LLC (CIK: 0001381296) — 13F Filing Analysis

Report Period: Q3 2025 (Report Date: 2025-09-30)

1. Portfolio Overview

Aureus Asset Management’s Q3 2025 filing reveals a period of substantial capital contraction and strategic realignment. The total portfolio value decreased sharply by 49.5%, dropping from $1.56 billion to $789.3 million. This reduction in assets under management (AUM) is driven not merely by market performance but by significant active ...