Toronado Partners, LLC

Portfolio Overview

Toronado Partners, LLC manages a highly concentrated, specialized portfolio totaling approximately $106.66 million as of the reporting period ended September 30, 2025. The firm employs a high-conviction strategy, evidenced by the small number of holdings (9) and the roughly equal weighting allocated to the top positions.

During the quarter, the firm experienced significant portfolio contraction, with total assets under management (AUM) decreasing by 24.3%, droppi...