Convergence Investment Partners, LLC has disclosed its latest 13F-HR filing, revealing that the firm holds investments valued at over $1.34 billion as of September 30, 2026. This filing is crucial as it provides insights into the firm's investment strategies and positions within the market.

The report shows a total of 232 entries in the firm’s portfolio, indicating a diverse range of investments across various sectors. The filing is significant as it highlights the firm’s strategic focus and the trends in asset management.

Background

Convergence Investment Partners, LLC is a registered investment advisor based in Palm Beach Gardens, Florida. The firm operates under the Central Index Key (CIK) number 0001456133 and is recognized for its asset management services. The company has been active in filing various reports with the SEC, including its recent 13F-HR filings, which detail its investment holdings.

What the Filing Says

According to the recent filing dated October 28, 2026, the total value of the firm’s holdings is reported at $1,347,353,421. The filing includes a detailed summary of the firm’s investments, reflecting its strategic allocations across different sectors.

Impact

This filing may impact various stakeholders, including investors, analysts, and competitors in the asset management industry. By revealing its investment positions, Convergence Investment Partners allows market participants to gauge its strategic focus and investment philosophy, which could influence their own investment decisions.

What's Next

The filing does not specify what actions will follow this disclosure, leaving stakeholders to watch for future updates or filings that may provide further insights into the firm's investment strategies.