Institutional Manager · CIK 0002040262
Fivespan Partners, LP
SAN FRANCISCO, CA · File #028-26316
Latest AUM
$364.9M
Positions
6
Top-10 Concentration
100.0%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | QIAGEN NV | QGEN | +2,830,783 | +$127.3M | $0 |
| NEW | OUTFRONT MEDIA INC | OUT | +3,477,536 | +$83.8M | $0 |
| NEW | BLACKLINE INC | BL | +926,044 | +$51.2M | $0 |
| NEW | APPIAN CORP | APPN | +1,375,000 | +$48.7M | $0 |
| NEW | NEW YORK TIMES CO | NYT | +662,466 | +$46.0M | $0 |
| NEW | CLEAR CHANNEL OUTDOOR HLDGS | CCO | +3,571,104 | +$7.9M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20256 pos · $364.9M
Top 6 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | QIAGEN NV | QGEN | 2,830,783 | $127.3M | 34.89% |
| 2 | OUTFRONT MEDIA INC | OUT | 3,477,536 | $83.8M | 22.97% |
| 3 | BLACKLINE INC | BL | 926,044 | $51.2M | 14.03% |
| 4 | APPIAN CORP | APPN | 1,375,000 | $48.7M | 13.35% |
| 5 | NEW YORK TIMES CO | NYT | 662,466 | $46.0M | 12.60% |
| 6 | CLEAR CHANNEL OUTDOOR HLDGS | CCO | 3,571,104 | $7.9M | 2.16% |