Weiss Asset Management LP

All 13F Filings

Location
Boston, MA
Most recent 13F
Q4 2025
Holdings value ($000)
7,143,495
Description
Boston Massachusetts based research led investment organization with a partner led organization and a high accountability and controls oriented investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and multi sleeve portfolio balancing for research led investment portfolios. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through allocation drift control and risk accountability.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/17/2026 561 7,143,495 13F-HR Weiss Asset Management LP
Q3 2025 2/17/2026 3 286,545 13F-HR/A - NEW HOLDINGS Weiss Asset Management LP
Q3 2025 11/14/2025 593 8,252,772 13F-HR Weiss Asset Management LP
Q2 2025 2/17/2026 1 62,541 13F-HR/A - NEW HOLDINGS Weiss Asset Management LP
Q2 2025 11/14/2025 1 67,833 13F-HR/A - NEW HOLDINGS Weiss Asset Management LP
Q2 2025 8/14/2025 409 8,661,825 13F-HR Weiss Asset Management LP
Q1 2025 8/14/2025 1 39,296 13F-HR/A - NEW HOLDINGS Weiss Asset Management LP
Q1 2025 5/15/2025 304 4,960,658 13F-HR Weiss Asset Management LP
Q4 2024 5/15/2025 13 473,083 13F-HR/A - NEW HOLDINGS Weiss Asset Management LP
Q4 2024 2/14/2025 601 4,863,961 13F-HR Weiss Asset Management LP
Q3 2024 5/15/2025 15 201,546 13F-HR/A - NEW HOLDINGS Weiss Asset Management LP
Q3 2024 2/4/2025 4 43,543 13F-HR/A - NEW HOLDINGS Weiss Asset Management LP
Q3 2024 11/14/2024 577 4,340,845 13F-HR Weiss Asset Management LP
Q2 2024 8/14/2024 272 2,646,807 13F-HR Weiss Asset Management LP
Q1 2024 5/13/2024 308 2,909,224 13F-HR Weiss Asset Management LP
Q4 2023 2/12/2024 374 2,093,573 13F-HR Weiss Asset Management LP
Q3 2023 11/14/2023 185 1,687,731 13F-HR Weiss Asset Management LP
Q2 2023 11/16/2023 2 1,647 13F-HR/A - NEW HOLDINGS Weiss Asset Management LP
Q2 2023 8/11/2023 216 1,302,666 13F-HR Weiss Asset Management LP
Q1 2023 11/16/2023 2 322,272 13F-HR/A - NEW HOLDINGS Weiss Asset Management LP
Q1 2023 5/10/2023 330 1,562,565 13F-HR Weiss Asset Management LP
Q4 2022 11/16/2023 2 14,537 13F-HR/A - NEW HOLDINGS Weiss Asset Management LP
Q4 2022 2/14/2023 534 2,440,835 13F-HR Weiss Asset Management LP
Q3 2022 11/16/2023 2 7,086 13F-HR/A - NEW HOLDINGS Weiss Asset Management LP
Q3 2022 12/5/2022 665 4,062,228 13F-HR/A - RESTATEMENT Weiss Asset Management LP
Q3 2022 11/14/2022 667 4,335,909 13F-HR/A - RESTATEMENT Weiss Asset Management LP
Q3 2022 11/14/2022 667 4,337,102 13F-HR Weiss Asset Management LP
Q2 2022 11/16/2023 2 7,035 13F-HR/A - NEW HOLDINGS Weiss Asset Management LP
Q2 2022 8/15/2022 636 4,087,890 13F-HR Weiss Asset Management LP
Q1 2022 11/16/2023 2 7,042 13F-HR/A - NEW HOLDINGS Weiss Asset Management LP
Q1 2022 5/13/2022 792 4,817,136 13F-HR Weiss Asset Management LP
Q4 2021 11/16/2023 2 1,466 13F-HR/A - NEW HOLDINGS Weiss Asset Management LP
Q4 2021 2/14/2022 685 4,667,683 13F-HR Weiss Asset Management LP
Q3 2021 11/16/2023 2 7,730 13F-HR/A - NEW HOLDINGS Weiss Asset Management LP
Q3 2021 11/12/2021 511 3,989,857 13F-HR Weiss Asset Management LP
Q2 2021 11/16/2023 2 11,114 13F-HR/A - NEW HOLDINGS Weiss Asset Management LP
Q2 2021 8/13/2021 495 4,017,297 13F-HR Weiss Asset Management LP
Q1 2021 5/14/2021 534 3,707,100 13F-HR Weiss Asset Management LP
Q4 2020 2/12/2021 329 2,265,754 13F-HR Weiss Asset Management LP
Q3 2020 11/13/2020 249 2,454,722 13F-HR Weiss Asset Management LP
Q2 2020 8/13/2020 193 1,447,080 13F-HR Weiss Asset Management LP
Q1 2020 5/14/2020 194 628,672 13F-HR Weiss Asset Management LP
Q4 2019 2/14/2020 317 1,478,137 13F-HR Weiss Asset Management LP
Q1 2014 5/14/2014 35 241,534 13F-HR Weiss Asset Management LP
Q4 2013 2/12/2014 116 274,325 13F-HR Weiss Asset Management LP
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 522.2 K (7.3% of total reported value) · QoQ Δ: -1.142 M
Type Value ($000) Share % Inflow Outflow Net
Stocks 5.165 M 78.2% 0 72.17 K -72.17 K
ETFs 14.02 K 0.2% 8.306 K 0 8.306 K
Debt 1.429 M 21.6% 106.2 K 0 106.2 K
Other 0 0.0% 0 2.411 K -2.411 K
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Fund Snapshot

Q4 2025
Latest filed
2/17/2026
Total value ($000)
7,143,495
Holdings
561
QoQ value change ($000)
-1,109,277 (-13.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.