DOSSIER · 13F-HR · Q1 2026
Barton Investment Management
Barton Investment's hedge fund based in Stamford, CT — $797M in tracked AUM across 54 positions as of Q1 2026.
BI
Barton Investment·Stamford, CT·Hedge Fund
CIK 0001387818 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Barton Investment Management’s SEC 13F filing for the period ending December 31, 2025, reveals a portfolio with a total value of $928.11 million, representing a significant growth of +18.5% from the previous quarter's $783.05 million. The portfolio comprises 52 holdings, indicating a focused investment strategy rather than broad diversification. The firm demonstrates a preference for high-conviction positions, with the top three holdings alone accounting for approximately...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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