CIK 0000004962 · Q2 2026
13F Equity AUM
$1.5B
+68.3% QoQ
Positions
1
0 QoQ
AUM Rank
#1,900
Top 22%
Skill Alpha (FF)
+5.0%/yrns
No Clear Edgevs S&P -4.8%/yr (unadj.)
Quarters Tracked
11
~2 years
Loading summary cards...
Loading overlap analysis...
Loading position changes...
Loading...
Loading holdings...
Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.
No position changes this quarter.
Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.
HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.
Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”
Count of positions per weight bucket — (%) = combined portfolio weight