$68.9 Million is the total value of Lee Equity Partners, LLC's 2 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UAM | Universal American Corp. | $40,547,000 | +0.9% | 5,300,285 | 0.0% | 58.84% | +1.6% | |
| FRSH | Papa Murphy?s Holdings, Inc. | $28,369,000 | -2.9% | 4,398,284 | 0.0% | 41.16% | -2.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Papa Murphy?s Holdings, Inc. | 9 | Q4 2018 | 68.9% |
| Universal American Corp. | 8 | Q3 2016 | 58.8% |
| Independent Bank Group, Inc. | 1 | Q4 2018 | 70.6% |
View Lee Equity Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-02-13 |
| 13F-HR | 2016-11-14 |
| 13F-HR | 2016-07-26 |
| 13F-HR | 2016-04-19 |
| 13F-HR | 2016-02-02 |
| 13F-HR | 2015-11-10 |
| 13F-HR | 2015-08-03 |
| 13F-HR | 2015-04-03 |
| 13F-HR | 2015-01-26 |
View Lee Equity Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.