Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
GAMING & LEISURE PPTYS INC | 27 | Q3 2023 | 1.8% |
ISHARES TR | 27 | Q3 2023 | 1.4% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 27 | Q3 2023 | 2.4% |
PFIZER INC COM | 27 | Q3 2023 | 1.2% |
ISHARES TR | 27 | Q3 2023 | 2.1% |
GOOGLE INC | 27 | Q3 2023 | 1.2% |
PEPSICO INC COM | 27 | Q3 2023 | 1.3% |
CISCO SYS INC | 27 | Q3 2023 | 1.2% |
US BANCORP DEL COM NEW | 27 | Q3 2023 | 1.7% |
ISHARES TR | 27 | Q3 2023 | 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 |
---|---|
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 |
13F-HR | 2022-11-14 |
40-APP | 2022-08-23 |
13F-HR | 2022-08-15 |
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.