| Weighting | |||||||
|---|---|---|---|---|---|---|---|
| Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
| Two Creeks Capital Management, LP | 100.0% | 77.9% | 52.7% | 36.3% | 12.8% | $13,623,452 | 16 |
| Avala Global LP | 100.0% | 81.9% | 52.6% | 34.3% | 12.5% | $9,139,013 | 18 |
| PLUSTICK MANAGEMENT LLC | 99.2% | 76.2% | 52.6% | 37.2% | 18.3% | $19,554,325 | 22 |
| VR Advisory Services Ltd | 93.3% | 73.9% | 52.6% | 41.3% | 20.0% | $21,633,595 | 61 |
| Meridian Financial Partners LLC | 82.1% | 67.2% | 52.6% | 39.5% | 14.3% | $1,792,812 | 50 |
| PLANNING DIRECTIONS INC | 83.4% | 69.1% | 52.6% | 40.8% | 15.2% | $1,679,804 | 65 |
| Riverstone Advisors, LLC | 93.7% | 76.9% | 52.6% | 38.3% | 20.1% | $921,701 | 38 |
| Ellevest, Inc. | 80.2% | 68.8% | 52.6% | 42.5% | 24.2% | $17,820,351 | 352 |
| Montz Harcus Wealth Management LLC | 89.6% | 74.6% | 52.6% | 40.4% | 17.5% | $1,533,691 | 54 |
| ADAMS NATURAL RESOURCES FUND, INC. | 83.3% | 68.1% | 52.5% | 44.5% | 23.5% | $7,682,274 | 57 |
| LDR Capital Management LLC | 85.4% | 67.1% | 52.5% | 44.0% | 23.2% | $7,458,289 | 43 |
| SURIENCE PRIVATE WEALTH LLC | 100.0% | 78.6% | 52.5% | 37.7% | 20.2% | $587,691 | 18 |
| Custos Family Office, LLC | 95.7% | 80.7% | 52.5% | 39.5% | 22.4% | $2,349,612 | 40 |
| Valiant Capital Management, L.P. | 93.7% | 70.6% | 52.5% | 42.0% | 22.5% | $17,332,803 | 27 |
| R. W. Roge & Company, Inc. | 93.2% | 73.9% | 52.5% | 39.7% | 18.5% | $1,584,946 | 44 |
| RIVULET CAPITAL, LLC | 100.0% | 84.3% | 52.5% | 35.0% | 12.9% | $16,825,503 | 15 |
| Mendota Financial Group, LLC | 79.3% | 64.4% | 52.4% | 43.8% | 18.6% | $1,571,641 | 301 |
| INVICTUS PRIVATE WEALTH, LLC | 91.0% | 72.3% | 52.4% | 37.6% | 14.1% | $6,741,079 | 89 |
| ForthRight Wealth Management, LLC | 89.1% | 74.2% | 52.4% | 36.1% | 13.2% | $3,481,803 | 56 |
| Wolf Hill Capital Management, LP | 98.4% | 78.0% | 52.4% | 39.7% | 17.1% | $76,052,185 | 24 |
Statistics for filers
This page shows you the Q3 2023 statistics for the filers.
- Top 5
- The total weighting of the top 5 holdings.
- Value
- The total value of the reported holdings.
- Holdings
- The number of reported holdings.