Freestone Grove Partners LP and MFS Investment Management: where the books meet
At Q2 2026, at least 20% of the two 13F books was the same, across 175 stocks both listed, against 18% at Q4 2024. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.
- Q4 2024: 18%, 169 in both
- Q1 2025: 20%, 171 in both
- Q2 2025: 21%, 169 in both
- Q3 2025: 19%, 159 in both
- Q4 2025: 19%, 160 in both
- Q1 2026: 19%, 158 in both
- Q2 2026: 20%, 175 in both
Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.
What the overlap is made of, Q2 2026
Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.
| Stock | Freestone Grove Partners LP | MFS Investment Management |
|---|---|---|
| Johnson & Johnson(JNJ) | 0.8%Trimmed | 0.9%Trimmed |
| Microsoft Corp(MSFT) | 0.8%Added | 2.8%Trimmed |
| Thermo Fisher Scientific Inc(TMO) | 0.7%New | 0.7%Trimmed |
| RTX Corporation(RTX) | 1.0%Added | 0.7%Trimmed |
| Amazon Com Inc(AMZN) | 0.5%Trimmed | 2.8%Added |
| Agilent Technologies Inc(A) | 0.6%Added | 0.4%Trimmed |
| Howmet Aerospace Inc(HWM) | 0.5%Added | 0.4%Trimmed |
| General Dynamics Corp(GD) | 0.4%New | 0.5%Trimmed |
| Xcel Energy Inc(XEL) | 0.4%Trimmed | 0.4%Trimmed |
| Philip Morris Intl Inc(PM) | 0.4%New | 0.5%Trimmed |
| Abbott Labs(ABT) | 0.8%New | 0.4%Trimmed |
| Space Exploration Techn Corp(SPCX) | 0.7%New | 0.4%New |
| Alphabet Inc(GOOGL) | 0.4%Added | 3.3%Added |
| Apple Inc(AAPL) | 0.4%Added | 2.8%Added |
| Arista Networks Inc(ANET) | 0.4%New | 0.5%Added |
| Citigroup Inc(C) | 0.4%Trimmed | 0.5%Trimmed |
| Visa Inc(V) | 0.3%New | 0.8%Trimmed |
| Mastercard Incorporated(MA) | 0.3%Trimmed | 0.9%Trimmed |
| Caterpillar Inc(CAT) | 0.3%Trimmed | 0.6%Added |
| KKR & Co Inc(KKR) | 0.4%Trimmed | 0.3%Trimmed |
and 155 smaller ones
Moved different ways in Q2 2026
Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.
- Nvidia Corp(NVDA)Freestone Grove Partners LP started; MFS Investment Management trimmed
- Amazon Com Inc(AMZN)Freestone Grove Partners LP trimmed; MFS Investment Management added
- Microsoft Corp(MSFT)Freestone Grove Partners LP added; MFS Investment Management trimmed
- Visa Inc(V)Freestone Grove Partners LP started; MFS Investment Management trimmed
- Thermo Fisher Scientific Inc(TMO)Freestone Grove Partners LP started; MFS Investment Management trimmed
- RTX Corporation(RTX)Freestone Grove Partners LP added; MFS Investment Management trimmed
- Chubb Limited(CB)Freestone Grove Partners LP added; MFS Investment Management trimmed
- Amphenol Corp New(APH)Freestone Grove Partners LP started; MFS Investment Management trimmed
- Caterpillar Inc(CAT)Freestone Grove Partners LP trimmed; MFS Investment Management added
- NXP Semiconductors N V(NXPI)Freestone Grove Partners LP started; MFS Investment Management trimmed
- Union Pac Corp(UNP)Freestone Grove Partners LP added; MFS Investment Management trimmed
- Progressive Corp Ohio(PGR)Freestone Grove Partners LP started; MFS Investment Management trimmed
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