HedgeMountain

Garden Investments

Greenwich, CT · CRD 330358
Hedge fund manager

Garden Investments is an SEC-registered investment adviser based in Greenwich, CT that reports managing 2 hedge funds on Form ADV. It reports $507.7 million in regulatory assets under management. Its private funds, of all types, hold $507.7 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +18.0% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +29.6% from Q1 2025 to Q2 2026, compared with +27.4% for the S&P 500, based on 13F filings.

Regulatory assets under management
$507.7 millionForm ADV Item 5.F
Gross assets of private funds
$507.7 millionAll private fund types, Form ADV
Hedge funds managed
22 private funds in total
Employees
8Form ADV Item 5.A
Registration
SEC-registered adviserCRD 330358
Latest Form ADV
03/27/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2026 YTD+18.0%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+29.6%Q1 2025 – Q2 2026
S&P 500+27.4%Same quarters, price only
13F holdings$797.9 million2 positions, 2026-06-30
$95$113$130Q1 2025Q3 2025Q1 202613F est. $130S&P 500 $127
QuarterEst. 13F returnS&P 500
Q2 2026+32.4%+14.8%
Q1 2026-10.8%-4.6%
Q4 2025+11.8%+2.4%
Q3 2025-7.7%+7.8%
Q2 2025-5.3%+10.4%
Q1 2025+12.2%-4.5%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

  • Middleby Corp Com$581.3 million
  • Fortune Brands Home & Security$216.6 million

As of 2026-06-30, from 13F filing by Garden Investment Management, L.P..

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures