EASTERLY INVESTMENT PARTNERS LLC

PrivateCIK: 1766150
Location

BEVERLY, MA

166
Positions
$1.31B
Total AUM (reported)
23.11M
Total Shares

Allocation by class

TOTAL AUM$1.31B166 positions
COM$629.68M48.2%
TR UNIT$444.02M34.0%
COM NEW$47.48M3.6%
CL A$29.55M2.3%
COM CL A$26.35M2.0%
CL B$16.59M1.3%
SHS$15.99M1.2%

Portfolio Concentration

Top 337.5%4–1010.1%11–2516.8%Rest35.6%TOP 1047.6%0%100%
Top 3$490.37M37.5%
4–10$131.65M10.1%
11–25$220.14M16.8%
Rest$464.78M35.6%

Top 3 weight

37.5%

Top 10 weight

47.6%

Voting Authority Distribution

Total shares with voting rights: 23.11M

Sole

Full voting authority

23.11M

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)

Sole166
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings166
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares702.59K
TypeSH
Market value$444.02M
33.97%
Sole
702.59K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares81.92K
TypeSH
Market value$23.96M
1.83%
Sole
81.92K
Shared
0.00
None
0.00

RANGE RES CORP

SOLE
COM
Shares493.58K
TypeSH
Market value$22.39M
1.71%
Sole
493.58K
Shared
0.00
None
0.00

JACKSON FINANCIAL INC

SOLE
COM CL A
Shares209.36K
TypeSH
Market value$22.05M
1.69%
Sole
209.36K
Shared
0.00
None
0.00

COMMERCIAL METALS CO

SOLE
COM
Shares340.72K
TypeSH
Market value$20.87M
1.60%
Sole
340.72K
Shared
0.00
None
0.00

COLUMBIA BKG SYS INC

SOLE
COM
Shares725.39K
TypeSH
Market value$19.81M
1.52%
Sole
725.39K
Shared
0.00
None
0.00

ABERCROMBIE & FITCH CO

SOLE
CL A
Shares199.14K
TypeSH
Market value$18.05M
1.38%
Sole
199.14K
Shared
0.00
None
0.00

CONOCOPHILLIPS

SOLE
COM
Shares133.06K
TypeSH
Market value$17.59M
1.35%
Sole
133.06K
Shared
0.00
None
0.00

OPEN TEXT CORP

SOLE
COM
Shares757.20K
TypeSH
Market value$16.80M
1.29%
Sole
757.20K
Shared
0.00
None
0.00

CLEVELAND-CLIFFS INC NEW

SOLE
COM
Shares1.96M
TypeSH
Market value$16.47M
1.26%
Sole
1.96M
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares143.62K
TypeSH
Market value$16.13M
1.23%
Sole
143.62K
Shared
0.00
None
0.00

PHOTRONICS INC

SOLE
COM
Shares403.70K
TypeSH
Market value$16.05M
1.23%
Sole
403.70K
Shared
0.00
None
0.00

VISTEON CORP

SOLE
COM NEW
Shares178.01K
TypeSH
Market value$16.05M
1.23%
Sole
178.01K
Shared
0.00
None
0.00

ASTEC INDS INC

SOLE
COM
Shares281.23K
TypeSH
Market value$15.07M
1.15%
Sole
281.23K
Shared
0.00
None
0.00

UNITED PARCEL SVCS INC

SOLE
CL B
Shares153.68K
TypeSH
Market value$15.07M
1.15%
Sole
153.68K
Shared
0.00
None
0.00

SENSATA TECHNOLOGIES HLDG PL

SOLE
SHS
Shares427.64K
TypeSH
Market value$14.95M
1.14%
Sole
427.64K
Shared
0.00
None
0.00

B2GOLD CORP

SOLE
COM
Shares3.30M
TypeSH
Market value$14.65M
1.12%
Sole
3.30M
Shared
0.00
None
0.00

CENTENE CORP DEL

SOLE
COM
Shares441.64K
TypeSH
Market value$14.43M
1.10%
Sole
441.64K
Shared
0.00
None
0.00

TARGET CORP

SOLE
COM
Shares118.39K
TypeSH
Market value$14.32M
1.10%
Sole
118.39K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares58.10K
TypeSH
Market value$14.18M
1.09%
Sole
58.10K
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM
Shares147.09K
TypeSH
Market value$14.16M
1.08%
Sole
147.09K
Shared
0.00
None
0.00

PROGYNY INC

SOLE
COM
Shares833.45K
TypeSH
Market value$14.15M
1.08%
Sole
833.45K
Shared
0.00
None
0.00

BANK AMERICA CORP

SOLE
COM
Shares288.23K
TypeSH
Market value$14.01M
1.07%
Sole
288.23K
Shared
0.00
None
0.00

BIOMARIN PHARMACEUTICAL INC

SOLE
COM
Shares246.93K
TypeSH
Market value$13.89M
1.06%
Sole
246.93K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE US AGGBD ET
Shares131.35K
TypeSH
Market value$13.04M
1.00%
Sole
131.35K
Shared
0.00
None
0.00
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