Independent thinking
“Even the intelligent investor is likely to need considerable will power to keep from following the crowd.”
Longeddy Capital · Institutional holdings research
FOLLOW THE DISCLOSURE
A snapshot of holdings.
A window into strategy.
Select a manager to explore its 13F filings.
01
Find a manager
Search by name or CIK to find an investment manager's public filings.
02
Choose a quarter
Review reported value, holdings and portfolio concentration at quarter-end.
03
Explore what changed
Compare reported quantities across consecutive quarters and open the original SEC filings.
INSTITUTIONAL HOLDINGS
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Total reported value USD
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Reported market value at quarter-end
Reported holdings
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Distinct security classes and position identities
Top 10 concentration
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Share of total reported value
Filing date
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PORTFOLIO COMPOSITION
Largest holdings
QUARTER OVER QUARTER
Quarterly changes
THE DISCLOSED PORTFOLIO
Holdings
Changes compare reported quantities in consecutive quarters. All records include current holdings and exited positions.
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TRACEABLE TO THE SOURCE
Original filings
SEC filings for this report period
with the source.
Understand the limits behind the numbers.
SEC guidanceA quarter-end snapshot, not real-time holdings. Form 13F is generally filed within 45 days after quarter-end and covers only specified securities. It does not represent a manager's entire assets or current portfolio.
Quantity changes do not establish actual trades. Differences between consecutive filings may reflect corporate actions, security class changes or amendments. They do not reveal trade dates or execution prices.
Consider options and amendments. Reported option values reflect the underlying securities, not option premiums. Corrections, supplements and confidential treatment may affect the completeness of a report.