Institutional investor · Portfolio as of Q2 2019
&PARTNERS manages $72.5M across 152 positions as of Q2 2019. Top holdings: AAPL (4.8%), CBRL (3.5%), V (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 21 new positions, 16 exits, 32 increased. Top move: CCLP (INCREASED, conviction 46). Portfolio: $72M across 152 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
Upgrade to Pro to see the worst-performing positions.
View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile