Weighting | |||||||
---|---|---|---|---|---|---|---|
Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
Rockwood Wealth Management, LLC | 95.5% | 85.1% | 70.1% | 61.2% | 38.3% | $16,265,122 | 68 |
Requisite Capital Management, LLC | 93.9% | 88.7% | 70.1% | 52.2% | 29.1% | $10,478,438 | 81 |
McCarthy Grittinger Financial Group, LLC | 99.0% | 94.5% | 70.1% | 48.0% | 24.7% | $3,344,404 | 63 |
CINCINNATI INDEMNITY CO | 100.0% | 95.6% | 70.0% | 51.6% | 30.1% | $280,931 | 12 |
Pennant Investors, LP | 100.0% | 99.8% | 70.0% | 48.4% | 17.7% | $11,238,626 | 13 |
Sessa Capital IM, L.P. | 99.1% | 88.0% | 70.0% | 57.0% | 39.1% | $107,266,290 | 28 |
Autonomy Capital (Jersey) L.P. | 100.0% | 99.4% | 70.0% | 49.5% | 19.8% | $6,900,831 | 12 |
CJM Wealth Advisers, Ltd. | 92.0% | 82.8% | 69.9% | 54.8% | 30.5% | $1,111,963 | 54 |
Atalan Capital Partners, LP | 100.0% | 99.6% | 69.9% | 46.7% | 20.0% | $14,167,680 | 11 |
HARBOURVEST PARTNERS LLC | 90.9% | 81.2% | 69.9% | 50.1% | 21.8% | $22,482,960 | 58 |
BARINGTON CAPITAL GROUP, L.P. | 100.0% | 97.5% | 69.9% | 46.2% | 16.4% | $4,492,646 | 14 |
Pariax, LLC | 100.0% | 96.2% | 69.8% | 47.2% | 18.3% | $554,033 | 13 |
THUNDERBIRD PARTNERS LLP | 100.0% | 97.7% | 69.8% | 50.5% | 25.2% | $14,939,722 | 12 |
SailingStone Capital Partners LLC | 100.0% | 95.9% | 69.7% | 52.4% | 20.6% | $23,100,912 | 12 |
UDINE WEALTH MANAGEMENT, INC. | 100.0% | 91.3% | 69.7% | 48.4% | 20.2% | $1,094,802 | 15 |
MTC Wealth Management LLC | 100.0% | 95.8% | 69.6% | 48.4% | 22.3% | $2,031,411 | 13 |
Second Half Financial Partners, LLC | 96.2% | 82.9% | 69.6% | 62.0% | 50.3% | $2,555,690 | 42 |
RAYMOND JAMES TRUST CO. OF NH | 100.0% | 88.8% | 69.6% | 58.0% | 30.2% | $61,058 | 14 |
Meredith Wealth Planning | 93.7% | 84.6% | 69.6% | 55.3% | 29.6% | $2,431,287 | 42 |
Rede Wealth, LLC | 86.5% | 77.3% | 69.6% | 64.9% | 57.6% | $987,924 | 81 |
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.