Atria Investments, Inc

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 1,890
Total Value: 7801542594
Accession Number: 0001535865-25-000009
Form Type: 13F-HR
CIK: 0001535865
Manager Name: Atria Investments, Inc

Data Enrichment

70% identified

1,322 identified568 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,890 positions • $7,801,542.594K total value

1,890 positions

Manager:

SEC FilingSEC DataHachi Filing

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092528108

186669(+58.1%)

Value:

$4.2B(+58.2%)

Apollo Global Management, Inc.

APO|03769M106

30732(+76.1%)

Value:

$4.2B(+46.0%)

46434V456

105779(+46.9%)

Value:

$4.2B(+57.1%)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

25196(+4.8%)

Value:

$4.2B(+1.0%)

37954Y293

65223(-16.6%)

Value:

$4.2B(-12.2%)

CSX CORP

CSX|126408103

141097(+46.6%)

Value:

$4.2B(+33.7%)

92204A306

VDE|92204A306

31896(+9.4%)

Value:

$4.1B(+17.0%)

45782C540

109176

Value:

$4.1B

92189F676

19260(+104.4%)

Value:

$4.1B(+78.5%)

92204A207

18510(+3.6%)

Value:

$4.1B(+7.3%)

14020Y201

150800(+34.8%)

Value:

$4.0B(+34.3%)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

15863(+19.3%)

Value:

$4.0B(+1.0%)

COSTAR GROUP, INC.

CSGP|22160N109

50907(-4.9%)

Value:

$4.0B(+5.2%)

46434V449

100869(+30.0%)

Value:

$4.0B(+38.8%)

464288281

44467(+39.3%)

Value:

$4.0B(+41.8%)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

33431(+14.8%)

Value:

$4.0B(+24.7%)

TARGET CORP

TGT|87612E106

38445

Value:

$4.0B

Corteva, Inc.

CTVA|22052L104

63536(-28.3%)

Value:

$4.0B(-20.8%)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

5(+0.0%)

Value:

$4.0B(+17.3%)

POOL CORP

POOL|73278L105

12530(+5.0%)

Value:

$4.0B(-2.0%)

Instrument	Shares		Other Manager	Value
(cusip092528108)✕	186.7K	QoQ +58.10% (+68.6K) YoY +79.75% (+82.8K)	All Managers (Combined)	$4.2M	QoQ +58.17% (+$1.6M) YoY +81.51% (+$1.9M)
Apollo Global Management, Inc.(APOcusip03769M106)	30.7K	QoQ +76.09% (+13.3K) YoY NEW(+30.7K)	All Managers (Combined)	$4.2M	QoQ +46.00% (+$1.3M) YoY NEW(+$4.2M)
(cusip46434V456)✕	105.8K	QoQ +46.91% (+33.8K) YoY +23.16% (+19.9K)	All Managers (Combined)	$4.2M	QoQ +57.08% (+$1.5M) YoY +23.25% (+$792.2K)
Simon Property Group Inc /De/(SPGcusip828806109)	25.2K	QoQ +4.76% (+1.1K) YoY -8.87% (-2.5K)	All Managers (Combined)	$4.2M	QoQ +1.03% (+$42.7K) YoY -3.29% (-$142.5K)
(cusip37954Y293)✕	65.2K	QoQ -16.65% (-13.0K) YoY -19.88% (-16.2K)	All Managers (Combined)	$4.2M	QoQ -12.18% (-$577.3K) YoY +4.35% (-$173.7K)
Csx Corp(CSXcusip126408103)	141.1K	QoQ +46.63% (+44.9K) YoY -2.19% (-3.2K)	All Managers (Combined)	$4.2M	QoQ +33.72% (+$1.0M) YoY -22.35% (-$1.2M)
(VDEcusip92204A306)	31.9K	QoQ +9.41% (+2.7K) YoY -5.23% (-1.8K)	All Managers (Combined)	$4.1M	QoQ +16.99% (+$600.9K) YoY -6.66% (-$295.4K)
(cusip45782C540)✕	109.2K	QoQ NEW(+109.2K) YoY NEW(+109.2K)	All Managers (Combined)	$4.1M	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
(cusip92189F676)✕	19.3K	QoQ +104.37% (+9.8K) YoY +12.23% (+2.1K)	All Managers (Combined)	$4.1M	QoQ +78.46% (+$1.8M) YoY +5.48% (+$211.8K)
(cusip92204A207)✕	18.5K	QoQ +3.65% (+653) YoY -1.62% (-306)	All Managers (Combined)	$4.1M	QoQ +7.30% (+$275.8K) YoY +5.44% (-$209.2K)
(cusip14020Y201)✕	150.8K	QoQ +34.80% (+38.9K) YoY +153.00% (+91.2K)	All Managers (Combined)	$4.0M	QoQ +34.30% (+$1.0M) YoY +151.22% (+$2.4M)
Cadence Design Systems Inc(CDNScusip127387108)	15.9K	QoQ +19.29% (+2.6K) YoY +1.61% (-252)	All Managers (Combined)	$4.0M	QoQ +0.98% (+$39.2K) YoY -16.97% (-$824.9K)
Costar Group, Inc.(CSGPcusip22160N109)	50.9K	QoQ -4.94% (-2.6K) YoY +44.30% (+15.6K)	All Managers (Combined)	$4.0M	QoQ +5.19% (-$199.3K) YoY +18.35% (+$625.6K)
(cusip46434V449)✕	100.9K	QoQ +30.00% (+23.3K) YoY NEW(+100.9K)	All Managers (Combined)	$4.0M	QoQ +38.82% (+$1.1M) YoY NEW(+$4.0M)
(cusip464288281)✕	44.5K	QoQ +39.33% (+12.6K) YoY -25.96% (-15.6K)	All Managers (Combined)	$4.0M	QoQ +41.76% (+$1.2M) YoY -25.20% (-$1.4M)
Expeditors International Of Washington Inc(EXPDcusip302130109)	33.4K	QoQ +14.83% (+4.3K) YoY +20.10% (+5.6K)	All Managers (Combined)	$4.0M	QoQ +24.66% (+$795.4K) YoY +18.80% (+$636.3K)
Target Corp(TGTcusip87612E106)	38.4K	QoQ NEW(+38.4K) YoY NEW(+38.4K)	All Managers (Combined)	$4.0M	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)
Corteva, Inc.(CTVAcusip22052L104)	63.5K	QoQ -28.30% (-25.1K) YoY -13.51% (-9.9K)	All Managers (Combined)	$4.0M	QoQ -20.79% (-$1.0M) YoY -5.60% (-$237.5K)
Berkshire Hathaway Inc(BRK-Acusip084670108)	5	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.0M	QoQ +17.25% (+$587.6K) YoY +25.84% (+$820.0K)
Pool Corp(POOLcusip73278L105)	12.5K	QoQ +4.97% (-594) YoY -2.90% (-375)	All Managers (Combined)	$4.0M	QoQ -1.97% (-$80.5K) YoY -23.39% (-$1.2M)