AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
TSG Consumer Partners LP presents a highly concentrated and specialized portfolio structure in this SEC 13F filing for the period ending September 30, 2025. The firm manages a total portfolio value of $119.33 million, spread across exactly one holding. This represents a decrease of 25.6% from the previous quarter's value of $160.49 million. The portfolio is characterized by extreme concentration, with 100% of assets allocated to a single equity security. This lack of dive...
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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