| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GAMING & LEISURE PPTYS INC | 30 | Q2 2024 | 1.8% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 30 | Q2 2024 | 2.4% |
| ISHARES TR | 30 | Q2 2024 | 1.4% |
| PFIZER INC COM | 30 | Q2 2024 | 1.2% |
| ISHARES TR | 30 | Q2 2024 | 2.1% |
| GOOGLE INC | 30 | Q2 2024 | 1.2% |
| CISCO SYS INC | 30 | Q2 2024 | 1.2% |
| PEPSICO INC COM | 30 | Q2 2024 | 1.3% |
| US BANCORP DEL COM NEW | 30 | Q2 2024 | 1.7% |
| ISHARES TR | 30 | Q2 2024 | 1.0% |
View Vivaldi Capital Management LP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Angel Oak Mortgage, Inc.Sold out | February 09, 2022 | 0 | 0.0% |
View Vivaldi Capital Management LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 40-APP/A | 2024-02-07 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 40-APP/A | 2023-01-19 |
View Vivaldi Capital Management LP'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.