13F Portfolios

Heard Capital LLC: BLACKSTONE (BX): Quarterly 13F Position History

As of Q1 2026, Heard Capital LLC reported 1,232,890 shares of BLACKSTONE (BX), worth $141.8M and representing 7.3% of its 13F equity book. Quarter-over-quarter share count change: + 79,850 (+6.9%) . The position first appeared in Q4 2019 and has been disclosed across 26 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 26 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 1,232,890 +79,850 +6.9% $141.8M 7.3% $115.0
Q4 2025 1,153,040 +67,610 +6.2% $177.7M 8.3% $154.1
Q3 2025 1,085,430 74,290 -6.4% $185.4M 10.0% $170.8
Q2 2025 1,159,720 +59,325 +5.4% $173.5M 9.1% $149.6
Q1 2025 1,100,395 +122,665 +12.5% $153.8M 9.1% $139.8
Q4 2024 977,730 55,532 -5.4% $168.6M 10.0% $172.4
Q3 2024 1,033,262 223,823 -17.8% $158.2M 8.9% $153.1
Q2 2024 1,257,085 +68,532 +5.8% $155.6M 9.5% $123.8
Q1 2024 1,188,553 +43,567 +3.8% $156.1M 9.8% $131.4
Q4 2023 1,144,986 50,404 -4.2% $149.9M 10.0% $130.9
Q3 2023 1,195,390 79,870 -6.3% $128.1M 9.6% $107.1
Q2 2023 1,275,260 35,052 -2.7% $118.6M 9.1% $93.0
Q1 2023 1,310,312 +165,577 +14.5% $115.1M 9.6% $87.8
Q4 2022 1,144,735 +147,704 +14.8% $84.9M 9.2% $74.2
Q3 2022 997,031 +81,940 +9.0% $83.5M 10.0% $83.7
Q2 2022 915,091 +54,800 +6.4% $83.5M 9.3% $91.2
Q1 2022 860,291 +343,550 +66.5% $109.2M 10.0% $126.9
Q4 2021 516,741 +102,458 +24.7% $66.9M 10.5% $129.4
Q3 2021 414,283 10,624 -2.5% $48.2M 9.4% $116.3
Q2 2021 424,907 74,781 -15.0% $41.3M 9.4% $97.1
Q1 2021 499,688 +42,549 +9.3% $37.2M 10.5% $74.5
Q4 2020 457,139 4,855 -1.1% $29.6M 9.9% $64.8
Q3 2020 461,994 +102,030 +28.3% $24.1M 10.0% $52.2
Q2 2020 359,964 131,509 -26.8% $20.4M 10.1% $56.7
Q1 2020 491,473 +196,660 +66.7% $22.4M 13.4% $45.6
Q4 2019 294,813 $16.5M 11.2% $55.9

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Heard Capital LLC first disclose a BX position in 13F-HR filings?

Heard Capital LLC first reported BLACKSTONE (BX) on its 13F-HR filing for the period ending 2019-12-31 (Q4 2019). The position has appeared on 26 reported quarters within Pactolio's tracked window.

What was Heard Capital LLC's most recent quarter-over-quarter share-count change in BX?

Between Q4 2025 and Q1 2026, Heard Capital LLC added 79,850 shares of BX (+6.9%), bringing the total reported position to 1,232,890 shares at a market value of $141.8M.

Does the implied price-per-share represent Heard Capital LLC's cost basis in BX?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.