Piper Sandler & Co. has filed its Form 13F-HR, disclosing the firm's equity portfolio as of the close of business on September 30, 2026. The filing, signed by Accounting Manager John Sparacio, lists a total of 15 equity positions held by the firm.
The largest holding disclosed in the report is MGP Ingredients Inc., for which Piper Sandler holds 20,027,000 shares. This is followed by Starwood Property Trust Inc., with a position of 12,000,000 shares. Other significant positions include Redwood Trust Inc., with 8,888,000 shares, and Shift4 Payments Inc., with 7,260,000 shares.
The filing details a mix of corporate entities and financial trusts. Notable positions include Redfin Corp with 2,191,000 shares, Teladoc Health Inc. with 12,437,000 shares, and Ziff Davis Inc. with 2,677,000 shares. The report also lists smaller positions in companies such as Chefs Warehouse Inc., Global Indemnity Group LLC, and Pebblebrook Hotel Trust.
According to the information table provided in the filing, all positions listed are held as sole voting rights, with no shared voting or dispositive power reported for any of the securities.