ANGELO GORDON & CO., L.P. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 21 quarters from 2013-06-30 to 2025-12-31, ANGELO GORDON & CO., L.P. opened 73 positions, added to 39, reduced 39 and sold out of 65.
- Q4 2025: Stock NGL; Country of operation United States; Class COM UNIT REPST; Shares before 2,504,447.
- Q4 2025: Stock FYBR; Country of operation United States; Class COM; Shares before 141,614.
- Q4 2025: Stock NSC; Country of operation United States; Class COM; Shares before 4,875.
- Q4 2025: Stock CYBR; Country of operation —; Class SHS; Shares before 11,461.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 860662), 21 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-11-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-28); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2025 | NGL
NGL ENERGY PARTNERS LP | United States | COM UNIT REPST | 2,504,447 | 4,692,696 | +2,188,249 | $15,026,682 | $46,926,960 | +$31,900,278 | 2026-02-17 |
|---|
| Q4 2025 | FYBR
FRONTIER COMMUNICATIONS PARE | United States | COM | 141,614 | 350,000 | +208,386 | $5,289,283 | $13,324,500 | +$8,035,217 | 2026-02-17 |
|---|
| Q4 2025 | NSC
NORFOLK SOUTHN CORP | United States | COM | 4,875 | 30,505 | +25,630 | $1,464,499 | $8,807,404 | +$7,342,905 | 2026-02-17 |
|---|
| Q4 2025 | CYBR
CYBERARK SOFTWARE LTD | | SHS | 11,461 | 27,000 | +15,539 | $5,537,382 | $12,043,620 | +$6,506,238 | 2026-02-17 |
|---|
| Q4 2025 | GTLS
CHART INDS INC | United States | COM | 13,000 | 20,000 | +7,000 | $2,601,950 | $4,124,600 | +$1,522,650 | 2026-02-17 |
|---|
| Q3 2025 | MITT
AG MTG INVT TR INC | United States | COM NEW | 288,290 | 2,315,966 | +2,027,676 | $2,176,590 | $16,767,594 | +$14,591,004 | 2025-11-14 |
|---|
| Q3 2025 | NGL
NGL ENERGY PARTNERS LP | United States | COM UNIT REPST | 639,444 | 2,504,447 | +1,865,003 | $2,730,426 | $15,026,682 | +$12,296,256 | 2025-11-14 |
|---|
| Q3 2025 | KKRPRD
KKR & CO INC | United States | 6.25 CON SER D | 410,000 | 540,000 | +130,000 | $21,973,331 | $28,166,400 | +$6,193,069 | 2025-11-14 |
|---|
| Q3 2025 | SPR
SPIRIT AEROSYSTEMS HLDGS INC | United States | COM CL A | 175,000 | 200,000 | +25,000 | $6,676,250 | $7,720,000 | +$1,043,750 | 2025-11-14 |
|---|
| Q2 2025 | KKRPRD
KKR & CO INC | United States | 6.25 CON SER D | 310,000 | 410,000 | +100,000 | $15,152,800 | $21,973,331 | +$6,820,531 | 2025-08-14 |
|---|
| Q2 2025 | K
KELLANOVA | United States | COM | 152,776 | 170,008 | +17,232 | $12,602,492 | $13,520,736 | +$918,244 | 2025-08-14 |
|---|
| Q1 2025 | K
KELLANOVA | United States | COM | 149,800 | 152,776 | +2,976 | $12,129,306 | $12,602,492 | +$473,186 | 2025-05-15 |
|---|
| Q1 2025 | SRDX
SURMODICS INC | United States | COM | 25,000 | 40,000 | +15,000 | $990,000 | $1,221,200 | +$231,200 | 2025-05-15 |
|---|
| Q4 2024 | HPEPRC
HEWLETT PACKARD ENTERPRISE C | United States | 7.625 MAND CONV | 350,000 | 650,000 | +300,000 | $21,220,500 | $40,157,000 | +$18,936,500 | 2025-02-14 |
|---|
| Q4 2024 | SRDX
SURMODICS INC | United States | COM | 21,160 | 25,000 | +3,840 | $820,585 | $990,000 | +$169,415 | 2025-02-14 |
|---|
| Q3 2024 | BZH
BEAZER HOMES USA INC | United States | COM NEW | 128,182 | 198,867 | +70,685 | $3,522,441 | $6,795,285 | +$3,272,844 | 2024-11-14 |
|---|
| Q1 2024 | CPRI
CAPRI HOLDINGS LIMITED | | SHS | 63,752 | 90,000 | +26,248 | $3,202,900 | $4,077,000 | +$874,100 | 2024-05-14 |
|---|
| Q2 2016 | HUM
HUMANA INC | United States | COM | 75,000 | 125,000 | +50,000 | $13,721,000 | $22,485,000 | +$8,764,000 | 2016-08-15 |
|---|
| Q3 2015 | HUM
HUMANA INC | United States | COM | 107,178 | 167,140 | +59,962 | $20,501,000 | $29,918,000 | +$9,417,000 | 2015-11-16 |
|---|
| Q3 2015 | ILMN
ILLUMINA INC | United States | COM | 60,200 | 63,200 | +3,000 | $13,145,000 | $11,112,000 | -$2,033,000 | 2015-11-16 |
|---|
| Q2 2015 | ILMN
ILLUMINA INC | United States | COM | 55,100 | 60,200 | +5,100 | $10,229,000 | $13,145,000 | +$2,916,000 | 2015-08-14 |
|---|
| Q2 2015 | AKAM
AKAMAI TECHNOLOGIES INC | United States | COM | 69,200 | 87,300 | +18,100 | $4,916,000 | $6,095,000 | +$1,179,000 | 2015-08-14 |
|---|
| Q1 2015 | AKAM
AKAMAI TECHNOLOGIES INC | United States | COM | 23,000 | 69,200 | +46,200 | $1,448,000 | $4,916,000 | +$3,468,000 | 2015-05-15 |
|---|
| Q1 2015 | ILMN
ILLUMINA INC | United States | COM | 47,200 | 55,100 | +7,900 | $8,712,000 | $10,229,000 | +$1,517,000 | 2015-05-15 |
|---|
| Q4 2014 | HLF
HERBALIFE LTD | | COM USD SHS | 20,000 | 382,470 | +362,470 | $875,000 | $14,419,000 | +$13,544,000 | 2015-02-13 |
|---|
| Q4 2014 | AMT
AMERICAN TOWER CORP NEW | United States | COM | 75,000 | 135,000 | +60,000 | $7,022,000 | $13,345,000 | +$6,323,000 | 2015-02-13 |
|---|
| Q3 2014 | QUAD
QUAD / GRAPHICS INC | United States | COM CL A | 2,102,522 | 2,139,131 | +36,609 | $47,033,000 | $41,178,000 | -$5,855,000 | 2014-11-14 |
|---|
| Q3 2014 | RPM
RPM INTL INC | United States | COM | 127,200 | 162,200 | +35,000 | $5,874,000 | $7,426,000 | +$1,552,000 | 2014-11-14 |
|---|
| Q3 2014 | ON
ON SEMICONDUCTOR CORP | United States | COM | 443,600 | 538,800 | +95,200 | $4,055,000 | $4,817,000 | +$762,000 | 2014-11-14 |
|---|
| Q2 2014 | RPM
RPM INTL INC | United States | COM | 102,200 | 127,200 | +25,000 | $4,276,000 | $5,874,000 | +$1,598,000 | 2014-08-14 |
|---|
| Q1 2014 | AAL
AMERICAN AIRLS GROUP INC | United States | COM | 396,437 | 1,437,010 | +1,040,573 | $10,010,000 | $52,595,000 | +$42,585,000 | 2014-05-28 |
|---|
| Q1 2014 | INTC
INTEL CORP | United States | COM | 348,400 | 569,500 | +221,100 | $9,043,000 | $14,701,000 | +$5,658,000 | 2014-05-28 |
|---|
| Q1 2014 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 1,040,400 | 1,169,800 | +129,400 | $16,053,000 | $18,249,000 | +$2,196,000 | 2014-05-28 |
|---|
| Q1 2014 | NEM
NEWMONT MINING CORP | United States | COM | 206,600 | 224,800 | +18,200 | $4,758,000 | $5,269,000 | +$511,000 | 2014-05-28 |
|---|
| Q4 2013 | TMUS
T-MOBILE US INC | United States | COM | 205,000 | 830,000 | +625,000 | $5,324,000 | $27,921,000 | +$22,597,000 | 2014-02-14 |
|---|
| Q4 2013 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 708,700 | 1,040,400 | +331,700 | $11,956,000 | $16,053,000 | +$4,097,000 | 2014-02-14 |
|---|
| Q4 2013 | INTC
INTEL CORP | United States | COM | 249,100 | 348,400 | +99,300 | $5,710,000 | $9,043,000 | +$3,333,000 | 2014-02-14 |
|---|
| Q3 2013 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 638,700 | 708,700 | +70,000 | $9,881,000 | $11,956,000 | +$2,075,000 | 2013-11-14 |
|---|
| Q3 2013 | INTC
INTEL CORP | United States | COM | 229,500 | 249,100 | +19,600 | $5,561,000 | $5,710,000 | +$149,000 | 2013-11-14 |
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