Filer statistics Q3 2023

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
Waypoint Wealth Partners Inc.91.6%84.2%73.6%61.4%22.1%$7,152,46574
Greenhaven Road Investment Management, L.P.99.9%94.2%73.6%52.8%23.4%$57,362,84627
Aquilo Capital Management, LLC100.0%98.1%73.5%52.0%22.1%$10,586,96412
Koesten, Hirschmann & Crabtree, INC.95.7%87.8%73.5%53.3%26.7%$2,139,729179
MAGNOLIA GROUP, LLC100.0%95.7%73.5%53.3%27.3%$25,324,29013
LONESTAR CAPITAL MANAGEMENT LLC97.8%86.5%73.5%65.3%27.3%$16,673,48127
Praetorian PR LLC98.5%87.5%73.4%52.6%23.1%$8,569,77327
Templeton & Phillips Capital Management, LLC98.8%92.6%73.4%57.8%37.9%$848,91924
SATOVSKY ASSET MANAGEMENT LLC97.8%90.2%73.4%60.0%26.9%$3,896,67841
Disciplina Capital Management LLC99.2%90.6%73.4%57.6%25.8%$6,693,21257
NWI MANAGEMENT LP95.2%88.0%73.4%61.5%41.6%$11,611,73348
Impactive Capital LP100.0%100.0%73.4%50.1%20.4%$74,393,6628
BRIGHTLIGHT CAPITAL MANAGEMENT LP100.0%100.0%73.4%53.0%21.0%$11,717,84010
Ironsides Asset Advisors, LLC90.0%82.8%73.3%65.9%47.0%$2,149,38189
Genesis Investment Management, LLP100.0%95.8%73.1%53.6%26.0%$31,149,51714
Lee Financial Group Hawaii, Inc.96.7%89.4%73.1%62.7%25.7%$1,992,82330
Dechtman Wealth Management, LLC96.4%92.4%73.1%57.9%23.9%$3,120,37052
Ursa Fund Management, LLC99.7%93.9%73.0%47.0%16.1%$27,643,65727
ATLANTIC INVESTMENT MANAGEMENT, INC.100.0%100.0%73.0%48.3%19.0%$3,216,7839
Shearwater Capital LLC93.3%83.4%73.0%64.0%39.3%$3,619,26338
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.