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Which funds own STWD

Starwood Property Trust Inc in the Q2 2026 filings. At least 1 of the 91 current managers on file reported a position, worth $12m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 1; at least, of 91 current
Combined value: $12m; as reported
Opened: 1; new this quarter
Added to: 0; already held
Trimmed or sold out: 0; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Oaktree Capital Management LP Activist · $7.2bn book	$12m	0.2%	11,894,933	opened11,894,933	New

Ownership through time

At least 1 of the 95 managers whose filings are on file listed STWD in Q2 2026, against 10 in Q2 2013. 1 manager fewer than in Q1 2026: 1 listed it again; 2 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Started in Q2 2026

No manager on file started a position.

Added to it

Holocene Advisors LP$5.4m

Cut it

No manager on file cut it.

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Holocene Advisors LP	Q1 2018	$5.4m	$5.4m
Capital Research Global Investors	Q2 2013	$487m	last listed Q4 2015
Neuberger Berman Group LLC	Q2 2013	$255m	last listed Q2 2022
Acadian Asset Management LLC	Q3 2016	$117m	last listed Q4 2021
MFS Investment Management	Q4 2014	$116m	last listed Q4 2018
Millennium Management LLC	Q2 2013	$106m	last listed Q4 2016
Two Sigma Investments LP	Q3 2013	$62m	last listed Q1 2026
Marshall Wace LLP	Q2 2013	$60m	last listed Q4 2022
Renaissance Technologies LLC	Q2 2013	$50m	last listed Q2 2018
Two Sigma Advisers LP	Q3 2015	$41m	last listed Q4 2025
Tudor Investment Corp	Q1 2014	$26m	last listed Q3 2025

What STWD is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around STWD →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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