2 hedge funds and family offices disclose a MLM position in their latest SEC 13F filing — combined $406.8M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Thomas Russo | Gardner Russo & Quinn LLC | 705,367 | $406.8M | 4.56% | 2026-06-30 |
| 2 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 23 | $14K | 0.00% | 2025-12-31 |
As of the latest 13F window, 2 tracked superinvestors hold MLM. The largest disclosed position is Thomas Russo at $406.8M (4.6% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying MLM, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
2 hedge funds and family offices disclose a MLM position in their latest SEC 13F filing — combined $406.8M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Thomas Russo | Gardner Russo & Quinn LLC | 705,367 | $406.8M | 4.56% | 2026-06-30 |
| 2 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 23 | $14K | 0.00% | 2025-12-31 |
As of the latest 13F window, 2 tracked superinvestors hold MLM. The largest disclosed position is Thomas Russo at $406.8M (4.6% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying MLM, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
