Home / Leaderboard / Reilly Family Limited Partnership
Reilly Family Limited Partnership
William F. Reilly · Family Office · Value
Reilly Family Limited Partnership is a New York-based family office and private investment vehicle originally established to manage the wealth of the late media executive and Primedia founder William F. Reilly. The partnership manages a diversified portfolio of institutional-scale assets, primarily focused on long-term equity investments in publicly traded companies. As a multi-generational wealth management firm, it maintains a low-profile institutional presence, focusing on the stewardship and preservation of the family's financial legacy through disciplined participation in the global capital markets.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.1% |
| YTD return | +15.4% |
| Sharpe ratio | 3.38 |
| Win rate | 100% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | N/A |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| LAMR | Lamar Advertising Company | 100.0% | +21.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | LAMR | 0.0% → 100.0% |
Investment Style Analysis
Reilly Family Limited Partnership is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the REIT - Specialty sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Reilly Family Limited Partnership made a significant move by increasing exposure to LAMR. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The partnership employs a fundamental, long-term investment philosophy focused on high-quality, blue-chip equities and market-leading companies. Its strategy emphasizes capital preservation and sustainable growth, prioritizing investments in sectors with durable competitive advantages such as technology, consumer staples, and financial services. By maintaining a concentrated yet diversified portfolio of large-cap stocks, the firm seeks to achieve steady risk-adjusted returns while adhering to the core principles of multi-generational wealth stewardship.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Reilly Family Limited Partnership.
Similar Investment Style
Based on Value.
- Corstar Holdings, Inc. — Jeffrey J. Michael · 3M +20.3%
- Systematic Financial Management LP — Kenneth Burgess · 3M -15.1%
- Penn Capital Management Company, LLC — Richard A. Hocker · 3M -12.2%
- Reinhart Partners, LLC — James Reinhart · 3M -3.2%
Frequently asked questions
How is the simulated portfolio for Reilly Family Limited Partnership constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Reilly Family Limited Partnership's largest holding?
As of the latest filing, Reilly Family Limited Partnership's top position is Lamar Advertising Company (LAMR), representing 100.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Reilly Family Limited Partnership's historical performance and risk profile?
Our simulation indicates a total return of +21.1% with a win rate of 100%. Notably, the portfolio maintains a Sharpe Ratio of 3.38, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Reilly Family Limited Partnership primarily invest in?
Reilly Family Limited Partnership has a strong preference for the REIT - Specialty sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Reilly Family Limited Partnership's portfolio concentrated or diversified?
Reilly Family Limited Partnership runs a highly concentrated portfolio with 1 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Reilly Family Limited Partnership performed in 2026?
Our AI-simulated model portfolio for Reilly Family Limited Partnership tracks a Year-to-Date (YTD) return of +15.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does William F. Reilly manage Reilly Family Limited Partnership directly?
Yes, William F. Reilly serves as the key portfolio manager for Reilly Family Limited Partnership, overseeing the investment strategy and final capital allocation decisions.