6th Street Advisors, LLC

CIK 0002102803 · Q2 2026

13F Equity AUM

$174.0M

+9.5% QoQ

Positions

-59 QoQ

AUM Rank

#8,636

Top 69%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 52.9%Top 10: 78.9%Top 20: 89.0%

ACIO17.1%

DRSK12.5%

IDUB9.0%

DUBS7.4%

ADME6.9%

VEA6.2%

SPYM5.9%

OSCV5.7%

DEFR4.8%

JUCY3.4%

Others (51)21.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 61Median: 0.34%Avg: 1.64%

0–0.5%

43(11.9%)

0.5–1%

5(2.7%)

1–3%

2(3.4%)

3–5%

3(11.3%)

5%+

8(70.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 61vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

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.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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