0000921895-23-000496.txt : 20230214 0000921895-23-000496.hdr.sgml : 20230214 20230214093439 ACCESSION NUMBER: 0000921895-23-000496 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: 13D Management LLC CENTRAL INDEX KEY: 0001600133 IRS NUMBER: 272434800 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16046 FILM NUMBER: 23623478 BUSINESS ADDRESS: STREET 1: 152 WEST 57TH STREET STREET 2: 29TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: (212) 223-2282 MAIL ADDRESS: STREET 1: 152 WEST 57TH STREET STREET 2: 29TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001600133 XXXXXXXX 12-31-2022 12-31-2022 false 13D Management LLC

152 West 57th Street 29th Floor New York NY 10019

13F HOLDINGS REPORT 028-16046 000154009 801-72869 N Charmagne Kukulka 212-223-2282 /s/ Charmagne Kukulka New York NY 02-14-2023 1 56 190137330 1 0001802834 028-19984 Squire Kenneth INFORMATION TABLE 2 infotable.xml ALKERMES PLC SHS G01767105 9296531 355780 SH SOLE 355780 0 0 ALKERMES PLC SHS G01767105 726519 27804 SH OTR 1 0 27804 0 AMARIN CORP PLC SPONS ADR NEW 023111206 2454001 2028100 SH SOLE 2028100 0 0 AMARIN CORP PLC SPONS ADR NEW 023111206 192148 158800 SH OTR 1 0 158800 0 ARAMARK COM 03852U106 10852618 262521 SH SOLE 262521 0 0 ARAMARK COM 03852U106 850405 20571 SH OTR 1 0 20571 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 5500645 30687 SH SOLE 30687 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 433427 2418 SH OTR 1 0 2418 0 AUTOLIV INC COM 052800109 4379227 57185 SH SOLE 57185 0 0 AUTOLIV INC COM 052800109 341164 4455 SH OTR 1 0 4455 0 CROWN HLDGS INC COM 228368106 4932600 60000 SH SOLE 60000 0 0 CROWN HLDGS INC COM 228368106 394608 4800 SH OTR 1 0 4800 0 DANA INC COM 235825205 4917265 325001 SH SOLE 325001 0 0 DANA INC COM 235825205 384302 25400 SH OTR 1 0 25400 0 DOLLAR TREE INC COM 256746108 10221162 72265 SH SOLE 72265 0 0 DOLLAR TREE INC COM 256746108 798853 5648 SH OTR 1 0 5648 0 FRESHPET INC COM 358039105 5145075 97500 SH SOLE 97500 0 0 FRESHPET INC COM 358039105 390498 7400 SH OTR 1 0 7400 0 GODADDY INC CL A 380237107 8251150 110280 SH SOLE 110280 0 0 GODADDY INC CL A 380237107 647193 8650 SH OTR 1 0 8650 0 GREEN DOT CORP CL A 39304D102 4192316 265001 SH SOLE 265001 0 0 GREEN DOT CORP CL A 39304D102 329594 20834 SH OTR 1 0 20834 0 GRIFFON CORP COM 398433102 5024916 140400 SH SOLE 140400 0 0 GRIFFON CORP COM 398433102 402387 11243 SH OTR 1 0 11243 0 HOWMET AEROSPACE INC COM 443201108 11585909 293984 SH SOLE 293984 0 0 HOWMET AEROSPACE INC COM 443201108 908716 23058 SH OTR 1 0 23058 0 INSIGHT ENTERPRISES INC COM 45765U103 5814657 57990 SH SOLE 57990 0 0 INSIGHT ENTERPRISES INC COM 45765U103 455928 4547 SH OTR 1 0 4547 0 IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 6130659 494807 SH SOLE 494807 0 0 IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 480174 38755 SH OTR 1 0 38755 0 JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 5496648 233701 SH SOLE 233701 0 0 JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 430416 18300 SH OTR 1 0 18300 0 LIVEPERSON INC COM 538146101 4312542 425300 SH SOLE 425300 0 0 LIVEPERSON INC COM 538146101 337662 33300 SH OTR 1 0 33300 0 MDU RES GROUP INC COM 552690109 6068000 200000 SH SOLE 200000 0 0 MDU RES GROUP INC COM 552690109 467236 15400 SH OTR 1 0 15400 0 MERCURY SYS INC COM 589378108 7699754 172100 SH SOLE 172100 0 0 MERCURY SYS INC COM 589378108 601753 13450 SH OTR 1 0 13450 0 NEWELL BRANDS INC COM 651229106 3822316 292226 SH SOLE 292226 0 0 NEWELL BRANDS INC COM 651229106 294169 22490 SH OTR 1 0 22490 0 PAPA JOHNS INTL INC COM 698813102 5978258 72631 SH SOLE 72631 0 0 PAPA JOHNS INTL INC COM 698813102 469579 5705 SH OTR 1 0 5705 0 PEARSON PLC SPONSORED ADR 705015105 7887400 699858 SH SOLE 699858 0 0 PEARSON PLC SPONSORED ADR 705015105 617765 54815 SH OTR 1 0 54815 0 PEDIATRIX MEDICAL GROUP INC COM 58502B106 3680005 247645 SH SOLE 247645 0 0 PEDIATRIX MEDICAL GROUP INC COM 58502B106 286129 19255 SH OTR 1 0 19255 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 3902768 74183 SH SOLE 74183 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 303875 5776 SH OTR 1 0 5776 0 SOUTHWEST GAS HLDGS INC COM 844895102 6856304 110800 SH SOLE 110800 0 0 SOUTHWEST GAS HLDGS INC COM 844895102 536933 8677 SH OTR 1 0 8677 0 TREEHOUSE FOODS INC COM 89469A104 10955002 221851 SH SOLE 221851 0 0 TREEHOUSE FOODS INC COM 89469A104 858076 17377 SH OTR 1 0 17377 0 US FOODS HLDG CORP COM 912008109 4846489 142460 SH SOLE 142460 0 0 US FOODS HLDG CORP COM 912008109 378541 11127 SH OTR 1 0 11127 0 WIX COM LTD SHS M98068105 6146400 80000 SH SOLE 80000 0 0 WIX COM LTD SHS M98068105 468663 6100 SH OTR 1 0 6100 0