EASTERLY INVESTMENT PARTNERS LLC

PrivateCIK: 1766150
Location

BEVERLY, MA

252
Positions
$1.97B
Total AUM (reported)
30.43M
Total Shares

Allocation by class

TOTAL AUM$1.97B252 positions
COM$1.03B52.5%
TR UNIT$591.89M30.1%
COM NEW$82.97M4.2%
CL A$48.99M2.5%
SHS$42.60M2.2%
COM CL A$31.56M1.6%
COM SHS$13.58M0.7%

Portfolio Concentration

Top 333.2%4–109.3%11–2516.1%Rest41.4%TOP 1042.5%0%100%
Top 3$652.39M33.2%
4–10$183.33M9.3%
11–25$316.70M16.1%
Rest$812.88M41.4%

Top 3 weight

33.2%

Top 10 weight

42.5%

Voting Authority Distribution

Total shares with voting rights: 30.43M

Sole

Full voting authority

30.43M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole252
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings252
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares792.59K
TypeSH
Market value$591.89M
30.12%
Sole
792.59K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares93.16K
TypeSH
Market value$30.49M
1.55%
Sole
93.16K
Shared
0.00
None
0.00

SENSATA TECHNOLOGIES HLDG PL

SOLE
SHS
Shares628.73K
TypeSH
Market value$30.02M
1.53%
Sole
628.73K
Shared
0.00
None
0.00

COLUMBIA BKG SYS INC

SOLE
COM
Shares884.03K
TypeSH
Market value$28.33M
1.44%
Sole
884.03K
Shared
0.00
None
0.00

PROGYNY INC

SOLE
COM
Shares958.12K
TypeSH
Market value$27.62M
1.41%
Sole
958.12K
Shared
0.00
None
0.00

COMMERCIAL METALS CO

SOLE
COM
Shares437.82K
TypeSH
Market value$27.47M
1.40%
Sole
437.82K
Shared
0.00
None
0.00

JACKSON FINANCIAL INC

SOLE
COM CL A
Shares255.30K
TypeSH
Market value$26.14M
1.33%
Sole
255.30K
Shared
0.00
None
0.00

CENTENE CORP DEL

SOLE
COM
Shares393.77K
TypeSH
Market value$25.28M
1.29%
Sole
393.77K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares173.88K
TypeSH
Market value$24.34M
1.24%
Sole
173.88K
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM
Shares250.90K
TypeSH
Market value$24.15M
1.23%
Sole
250.90K
Shared
0.00
None
0.00

ABERCROMBIE & FITCH CO

SOLE
CL A
Shares267.85K
TypeSH
Market value$24.11M
1.23%
Sole
267.85K
Shared
0.00
None
0.00

CLEVELAND-CLIFFS INC NEW

SOLE
COM
Shares2.42M
TypeSH
Market value$22.69M
1.15%
Sole
2.42M
Shared
0.00
None
0.00

BRINKER INTL INC

SOLE
COM
Shares133.47K
TypeSH
Market value$22.42M
1.14%
Sole
133.47K
Shared
0.00
None
0.00

VISTEON CORP

SOLE
COM NEW
Shares219.83K
TypeSH
Market value$21.81M
1.11%
Sole
219.83K
Shared
0.00
None
0.00

ASTEC INDS INC

SOLE
COM
Shares349.16K
TypeSH
Market value$21.37M
1.09%
Sole
349.16K
Shared
0.00
None
0.00

TEREX CORP NEW

SOLE
COM
Shares294.33K
TypeSH
Market value$21.31M
1.08%
Sole
294.33K
Shared
0.00
None
0.00

OPEN TEXT CORP

SOLE
COM
Shares957.19K
TypeSH
Market value$21.20M
1.08%
Sole
957.19K
Shared
0.00
None
0.00

BANK OF AMER CORP

SOLE
COM
Shares372.09K
TypeSH
Market value$21.20M
1.08%
Sole
372.09K
Shared
0.00
None
0.00

FLOWSERVE CORP

SOLE
COM
Shares285.25K
TypeSH
Market value$21.15M
1.08%
Sole
285.25K
Shared
0.00
None
0.00

RANGE RES CORP

SOLE
COM
Shares564.04K
TypeSH
Market value$20.98M
1.07%
Sole
564.04K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares79.93K
TypeSH
Market value$20.30M
1.03%
Sole
79.93K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares171.60K
TypeSH
Market value$20.16M
1.03%
Sole
171.60K
Shared
0.00
None
0.00

TARGET CORP

SOLE
COM
Shares152.67K
TypeSH
Market value$19.94M
1.01%
Sole
152.67K
Shared
0.00
None
0.00

METLIFE INC

SOLE
COM
Shares227.16K
TypeSH
Market value$19.22M
0.98%
Sole
227.16K
Shared
0.00
None
0.00

BIOMARIN PHARMACEUTICAL INC

SOLE
COM
Shares329.39K
TypeSH
Market value$18.85M
0.96%
Sole
329.39K
Shared
0.00
None
0.00
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