0001041062-23-000114.txt : 20230425 0001041062-23-000114.hdr.sgml : 20230425 20230425152747 ACCESSION NUMBER: 0001041062-23-000114 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230425 DATE AS OF CHANGE: 20230425 EFFECTIVENESS DATE: 20230425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Eos Management, L.P. CENTRAL INDEX KEY: 0001548882 IRS NUMBER: 260265006 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14943 FILM NUMBER: 23844513 BUSINESS ADDRESS: STREET 1: 437 MADISON AVENUE, 14TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: (212) 832-5800 MAIL ADDRESS: STREET 1: 437 MADISON AVENUE, 14TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001548882 XXXXXXXX 03-31-2023 03-31-2023 Eos Management, L.P.
437 MADISON AVENUE, 14TH FLOOR NEW YORK NY 10022
13F HOLDINGS REPORT 028-14943 000158090 801-74102 N
Beth Bernstein CFO 212-832-5800 Beth Bernstein New York NY 04-25-2023 1 53 190249000 false 1 0001580572 028-16222 000292518 Eos Focused Equity Management, L.P.
INFORMATION TABLE 2 eos_infotable_0323.xml AT&T INC COM 00206R102 1280000 66500 SH DFND 1 0 66500 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 610000 1582 SH DFND 1 0 1582 0 AIRBNB INC NOTE 3/1 009066AB7 1537000 1750000 PRN DFND 1 0 1750000 0 AIR PRODS & CHEMS INC COM 009158106 7321000 25489 SH DFND 1 0 25489 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3101000 30345 SH DFND 1 0 30345 0 ALPHABET INC CAP STK CL C 02079K107 1758000 16900 SH DFND 1 0 16900 0 ALPHABET INC CAP STK CL A 02079K305 2722000 26239 SH DFND 1 0 26239 0 ALTICE USA INC CL A 02156K103 201000 58800 SH DFND 1 0 58800 0 APPLE INC COM 037833100 16142000 97891 SH DFND 1 0 97891 0 APPLOVIN CORP COM CL A 03831W108 3254000 206615 SH DFND 1 0 206615 0 ASHLAND INC COM 044186104 3710000 36120 SH DFND 1 0 36120 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10267000 33250 SH DFND 1 0 33250 0 CACI INTL INC CL A 127190304 1481000 4997 SH DFND 1 0 4997 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 930000 2600 SH DFND 1 0 2600 0 DANAHER CORPORATION COM 235851102 5306000 21052 SH DFND 1 0 21052 0 DOVER CORP COM 260003108 1967000 12948 SH DFND 1 0 12948 0 EXPEDIA GROUP INC COM NEW 30212P303 1578000 16260 SH DFND 1 0 16260 0 FRANCO NEV CORP COM 351858105 1968000 13500 SH DFND 1 0 13500 0 GENERAL DYNAMICS CORP COM 369550108 1993000 8732 SH DFND 1 0 8732 0 HEICO CORP NEW COM 422806109 2331000 13628 SH DFND 1 0 13628 0 HOME DEPOT INC COM 437076102 1726000 5850 SH DFND 1 0 5850 0 HONEYWELL INTL INC COM 438516106 3124000 16348 SH DFND 1 0 16348 0 IAC INC COM NEW 44891N208 2259000 43776 SH DFND 1 0 43776 0 JPMORGAN CHASE & CO COM 46625H100 3258000 25000 SH DFND 1 0 25000 0 JD.COM INC SPON ADR CL A 47215P106 1470000 33501 SH DFND 1 0 33501 0 JOHNSON & JOHNSON COM 478160104 1194000 7700 SH DFND 1 0 7700 0 LAS VEGAS SANDS CORP COM 517834107 2822000 49123 SH DFND 1 0 49123 0 LITTELFUSE INC COM 537008104 1252000 4669 SH DFND 1 0 4669 0 MGM RESORTS INTERNATIONAL COM 552953101 4905000 110430 SH DFND 1 0 110430 0 MERCK & CO INC COM 58933Y105 532000 5000 SH DFND 1 0 5000 0 MICROSOFT CORP COM 594918104 7778000 26979 SH DFND 1 0 26979 0 NORTHROP GRUMMAN CORP COM 666807102 2064000 4471 SH DFND 1 0 4471 0 OREILLY AUTOMOTIVE INC COM 67103H107 2502000 2947 SH DFND 1 0 2947 0 OLD DOMINION FREIGHT LINE IN COM 679580100 725000 2127 SH DFND 1 0 2127 0 PETIQ INC COM CL A 71639T106 22568000 1972687 SH DFND 1 0 1972687 0 PDD HOLDINGS INC SPONSORED ADS 722304102 1462000 19266 SH DFND 1 0 19266 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 695000 53000 SH DFND 1 0 53000 0 POOL CORP COM 73278L105 1867000 5453 SH DFND 1 0 5453 0 ANYWHERE REAL ESTATE INC COM 75605Y106 317000 60000 SH DFND 1 0 60000 0 ROPER TECHNOLOGIES INC COM 776696106 1631000 3701 SH DFND 1 0 3701 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 34694000 84745 SH DFND 1 0 84745 0 SCHLUMBERGER LTD COM STK 806857108 388000 7900 SH DFND 1 0 7900 0 LIGHT & WONDER INC COM 80874P109 2559000 42619 SH DFND 1 0 42619 0 SHERWIN WILLIAMS CO COM 824348106 2355000 10479 SH DFND 1 0 10479 0 TELEDYNE TECHNOLOGIES INC COM 879360105 5086000 11369 SH DFND 1 0 11369 0 TRANSDIGM GROUP INC COM 893641100 2662000 3612 SH DFND 1 0 3612 0 U S SILICA HLDGS INC COM 90346E103 716000 60000 SH DFND 1 0 60000 0 UBER TECHNOLOGIES INC NOTE 12/1 90353TAJ9 1319000 1500000 PRN DFND 1 0 1500000 0 WARNER BROS DISCOVERY INC COM SER A 934423104 243000 16087 SH DFND 1 0 16087 0 WATERS CORP COM 941848103 2539000 8201 SH DFND 1 0 8201 0 WELLS FARGO CO NEW COM 949746101 1028000 27500 SH DFND 1 0 27500 0 LIBERTY LATIN AMERICA LTD COM CL C G9001E128 1452000 175814 SH DFND 1 0 175814 0 TE CONNECTIVITY LTD SHS H84989104 1600000 12202 SH DFND 1 0 12202 0