13F holdings
WESTWOOD HOLDINGS GROUP INC portfolio
Managed by . 461 reported positions worth $13.7B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$13.7B
Book value
461
Positions
18%
Top 10 weight
+64
New this quarter
-85
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (64)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| IPGP | IPG PHOTONICS CORP | $89.3M | 779,528 | 0.65% |
| PIPR | PIPER SANDLER COMPANIES | $85.1M | 1,111,662 | 0.62% |
| NIC | NICOLET BANKSHARES INC | $72.3M | 486,751 | 0.53% |
| TREX | TREX INC | $63.7M | 1,748,611 | 0.46% |
| SKWD | SKYWARD SPECIALTY INS GROUP | $58.1M | 1,329,349 | 0.42% |
| RBA | RB GLOBAL INC | $54.5M | 568,542 | 0.40% |
| CGAU | CENTERRA GOLD INC | $48.3M | 2,713,163 | 0.35% |
| PARR | PAR PAC HOLDINGS INC | $39.0M | 622,833 | 0.28% |
| CURB | CURBLINE PPTYS CORP | $34.5M | 1,337,401 | 0.25% |
| CSTM | CONSTELLIUM SE | $34.4M | 1,401,416 | 0.25% |
| OFRM | ONCE UPON A FARM PBC | $33.0M | 2,020,742 | 0.24% |
| KEX | KIRBY CORP | $25.6M | 192,482 | 0.19% |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $23.8M | 1,201,856 | 0.17% |
| SOLV | SOLVENTUM CORP | $21.2M | 324,237 | 0.15% |
| BLDR | BUILDERS FIRSTSOURCE INC | $13.5M | 164,154 | 0.10% |
| FDS | FACTSET RESH SYS INC | $11.4M | 52,450 | 0.08% |
| GAP | GAP INC | $9.8M | 404,056 | 0.07% |
| YSS | YORK SPACE SYSTEMS INC | $9.1M | 409,186 | 0.07% |
| DKL | DELEK LOGISTICS PARTNERS LP | $8.0M | 160,624 | 0.06% |
| WHG | WESTWOOD HLDGS GROUP INC | $7.3M | 444,245 | 0.05% |
| VWO | VANGUARD INTL EQUITY INDEX F | $4.9M | 90,402 | 0.04% |
| DLR | DIGITAL RLTY TR INC | $4.8M | 26,550 | 0.03% |
| MAC | MACERICH CO | $4.7M | 251,150 | 0.03% |
| PNC | PNC FINL SVCS GROUP INC | $4.2M | 20,218 | 0.03% |
| WTTR | SELECT WATER SOLUTIONS INC | $3.6M | 236,262 | 0.03% |
Closed out (85)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| 62C | PIPER SANDLER COMPANIES | $92.4M | 272,055 | 0.00% |
| BANR | BANNER CORP | $71.1M | 1,135,362 | 0.00% |
| BCC | BOISE CASCADE CO DEL | $50.4M | 684,639 | 0.00% |
| PCH | POTLATCHDELTIC CORPORATION | $45.1M | 1,132,938 | 0.00% |
| IOSP | INNOSPEC INC | $37.6M | 491,451 | 0.00% |
| JJSF | J & J SNACK FOODS CORP | $37.4M | 413,705 | 0.00% |
| SCL | STEPAN CO | $35.1M | 741,307 | 0.00% |
| REXR | REXFORD INDL RLTY INC | $31.3M | 807,226 | 0.00% |
| AXTA | AXALTA COATING SYS LTD | $29.1M | 900,277 | 0.00% |
| ACN | ACCENTURE PLC IRELAND | $27.2M | 101,414 | 0.00% |
| ITGR | INTEGER HLDGS CORP | $22.1M | 282,148 | 0.00% |
| TFX | TELEFLEX INCORPORATED | $15.9M | 130,069 | 0.00% |
| TPG | TPG INC | $15.2M | 238,738 | 0.00% |
| EZU | ISHARES INC | $11.6M | 180,708 | 0.00% |
| XLI | SELECT SECTOR SPDR TR | $11.4M | 73,358 | 0.00% |
| AVTR | AVANTOR INC | $10.9M | 949,003 | 0.00% |
| TSN | TYSON FOODS INC | $8.4M | 143,778 | 0.00% |
| BL 1 06/01/29 | BLACKLINE INC | $8.1M | 8,100,000 | 0.00% |
| NOG 3.625 04/15/29 | NORTHERN OIL & GAS INC | $6.5M | 6,515,000 | 0.00% |
| NEE 3 03/01/27 | NEXTERA ENERGY CAP HLDGS INC | $6.4M | 6,400,000 | 0.00% |
| CNP 4.25 08/15/26 | CENTERPOINT ENERGY INC | $6.2M | 6,180,000 | 0.00% |
| MTH 1.75 05/15/28 | MERITAGE HOMES CORP | $6.1M | 6,140,000 | 0.00% |
| HPP | HUDSON PAC PPTYS INC | $4.9M | 450,001 | 0.00% |
| RWT 7.75 06/15/27 | REDWOOD TRUST INC | $3.5M | 3,500,000 | 0.00% |
| PSN 2.625 03/01/29 | PARSONS CORP DEL | $3.3M | 3,300,000 | 0.00% |
Added to (110)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| WMB | WILLIAMS COS INC | $342.2M | 4,701,198 | 2.49% | +10% |
| ET | ENERGY TRANSFER L P | $327.8M | 16,984,384 | 2.39% | +5172% |
| BIL | SPDR SERIES TRUST | $321.5M | 3,507,818 | 2.34% | +2463% |
| VEA | VANGUARD TAX-MANAGED FDS | $310.2M | 4,841,404 | 2.26% | +2% |
| EPD | ENTERPRISE PRODS PARTNERS L | $208.0M | 5,496,068 | 1.51% | +4185% |
| ENB | ENBRIDGE INC | $203.3M | 3,754,855 | 1.48% | +39% |
| RSP | INVESCO EXCHANGE TRADED FD T | $161.6M | 841,866 | 1.18% | +761% |
| AMZN | AMAZON COM INC | $128.0M | 614,579 | 0.93% | +4% |
| MPLX | MPLX LP | $127.7M | 2,236,856 | 0.93% | +5211% |
| MSFT | MICROSOFT CORP | $117.0M | 316,188 | 0.85% | +2% |
| AIR | AAR CORP | $103.8M | 948,672 | 0.76% | +8184% |
| SXT | SENSIENT TECHNOLOGIES CORP | $101.8M | 1,177,734 | 0.74% | +6% |
| WES | WESTERN MIDSTREAM PARTNERS L | $88.2M | 2,142,933 | 0.64% | +4868% |
| HD | HOME DEPOT INC | $86.9M | 264,138 | 0.63% | +13% |
| MSI | MOTOROLA SOLUTIONS INC | $80.3M | 184,972 | 0.58% | +320% |
Trimmed (202)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $397,691 | 1,177 | 0.00% | -99% |
| J | JACOBS SOLUTIONS INC | $300,136 | 2,358 | 0.00% | -98% |
| WAL | WESTERN ALLIANCE BANCORP | $454,892 | 6,420 | 0.00% | -97% |
| ZTS | ZOETIS INC | $436,004 | 3,688 | 0.00% | -97% |
| BDX | BECTON DICKINSON & CO | $215,246 | 1,369 | 0.00% | -96% |
| WM | WASTE MGMT INC DEL | $2.2M | 9,762 | 0.02% | -96% |
| CRM | SALESFORCE INC | $2.7M | 14,618 | 0.02% | -93% |
| SO | SOUTHERN CO | $2.8M | 28,632 | 0.02% | -91% |
| MOG/A | MOOG INC | $15.5M | 53,136 | 0.11% | -85% |
| DPZ | DOMINOS PIZZA INC | $4.1M | 11,312 | 0.03% | -84% |
| CCK | CROWN HLDGS INC | $5.5M | 55,114 | 0.04% | -82% |
| QQQ | INVESCO QQQ TR | $8.9M | 15,425 | 0.06% | -78% |
| DIS | DISNEY WALT CO | $2.4M | 24,730 | 0.02% | -78% |
| CHD | CHURCH & DWIGHT CO INC | $15.3M | 163,550 | 0.11% | -65% |
| NOG | NORTHERN OIL & GAS INC | $35.8M | 1,223,992 | 0.26% | -63% |
The book
Largest 150 of 461 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| WMB | WILLIAMS COS INC | $342.2M | 4,701,198 | 2.49% | — |
| ET | ENERGY TRANSFER L P | $327.8M | 16,984,384 | 2.39% | — |
| BIL | SPDR SERIES TRUST | $321.5M | 3,507,818 | 2.34% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $310.2M | 4,841,404 | 2.26% | — |
| KMI | KINDER MORGAN INC DEL | $260.1M | 7,756,161 | 1.89% | — |
| LNG | CHENIERE ENERGY INC | $212.7M | 749,722 | 1.55% | — |
| EPD | ENTERPRISE PRODS PARTNERS L | $208.0M | 5,496,068 | 1.51% | — |
| ENB | ENBRIDGE INC | $203.3M | 3,754,855 | 1.48% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $161.6M | 841,866 | 1.18% | — |
| TRGP | TARGA RES CORP | $151.0M | 602,242 | 1.10% | — |
| DTM | DT MIDSTREAM INC | $144.8M | 1,075,249 | 1.05% | — |
| OKE | ONEOK INC NEW | $137.0M | 1,515,987 | 1.00% | — |
| TRP | TC ENERGY CORP | $134.2M | 2,143,297 | 0.98% | — |
| AMZN | AMAZON COM INC | $128.0M | 614,579 | 0.93% | — |
| MPLX | MPLX LP | $127.7M | 2,236,856 | 0.93% | — |
| JNJ | JOHNSON & JOHNSON | $118.9M | 486,249 | 0.87% | — |
| MSFT | MICROSOFT CORP | $117.0M | 316,188 | 0.85% | — |
| AAPL | APPLE INC | $115.3M | 454,229 | 0.84% | — |
| JPM | JPMORGAN CHASE & CO | $104.1M | 353,968 | 0.76% | — |
| AIR | AAR CORP | $103.8M | 948,672 | 0.76% | — |
| CFR | CULLEN FROST BANKERS INC | $102.0M | 743,728 | 0.74% | — |
| AVA | AVISTA CORP | $101.9M | 2,538,065 | 0.74% | — |
| SXT | SENSIENT TECHNOLOGIES CORP | $101.8M | 1,177,734 | 0.74% | — |
| GOOGL | ALPHABET INC | $99.3M | 345,461 | 0.72% | — |
| CDP | COPT DEFENSE PROPERTIES | $99.3M | 3,245,746 | 0.72% | — |
| EXMOC | EXXON MOBIL CORP | $98.0M | 577,617 | 0.71% | — |
| BLBD | BLUE BIRD CORP | $94.0M | 1,654,770 | 0.68% | — |
| SSB | SOUTHSTATE BK CORP | $93.7M | 1,013,170 | 0.68% | — |
| IPAR | INTERPARFUMS INC | $91.3M | 1,005,594 | 0.67% | — |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $90.5M | 1,602,998 | 0.66% | — |
| IPGP | IPG PHOTONICS CORP | $89.3M | 779,528 | 0.65% | — |
| CVX | CHEVRON CORPORATION | $88.6M | 428,422 | 0.65% | — |
| PKG | PACKAGING CORP AMER | $88.3M | 415,851 | 0.64% | — |
| WES | WESTERN MIDSTREAM PARTNERS L | $88.2M | 2,142,933 | 0.64% | — |
| HUBB | HUBBELL INC | $87.4M | 178,161 | 0.64% | — |
| HD | HOME DEPOT INC | $86.9M | 264,138 | 0.63% | — |
| WEC | WEC ENERGY GROUP INC | $85.6M | 739,190 | 0.62% | — |
| PIPR | PIPER SANDLER COMPANIES | $85.1M | 1,111,662 | 0.62% | — |
| MSI | MOTOROLA SOLUTIONS INC | $80.3M | 184,972 | 0.58% | — |
| NEE | NEXTERA ENERGY INC | $77.0M | 829,101 | 0.56% | — |
| DE | DEERE & CO | $76.4M | 135,700 | 0.56% | — |
| WMS | ADVANCED DRAIN SYS INC DEL | $75.9M | 553,211 | 0.55% | — |
| SXI | STANDEX INTL CORP | $75.2M | 294,890 | 0.55% | — |
| ECG | EVERUS CONSTR GROUP | $75.1M | 636,007 | 0.55% | — |
| TXN | TEXAS INSTRS INC | $74.0M | 381,422 | 0.54% | — |
| MDU | MDU RES GROUP INC | $73.4M | 3,542,046 | 0.53% | — |
| KNF | KNIFE RIVER CORP | $73.4M | 898,402 | 0.53% | — |
| MRK | MERCK & CO INC | $73.2M | 608,628 | 0.53% | — |
| FBNC | FIRST BANCORP N C | $72.4M | 1,285,239 | 0.53% | — |
| NIC | NICOLET BANKSHARES INC | $72.3M | 486,751 | 0.53% | — |
| CAKE | CHEESECAKE FACTORY INC | $71.5M | 1,305,861 | 0.52% | — |
| RNST | RENASANT CORP | $71.5M | 1,978,547 | 0.52% | — |
| VECO | VEECO INSTRS INC DEL | $71.4M | 2,107,647 | 0.52% | — |
| AUB | ATLANTIC UN BANKSHARES CORP | $71.3M | 1,994,507 | 0.52% | — |
| UE | URBAN EDGE PPTYS | $70.8M | 3,545,009 | 0.52% | — |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $70.3M | 1,239,186 | 0.51% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $70.3M | 146,691 | 0.51% | — |
| CHCO | CITY HLDG CO | $68.7M | 575,096 | 0.50% | — |
| SBCF | SEACOAST BKG CORP FLA | $68.7M | 2,267,167 | 0.50% | — |
| PLD | PROLOGIS INC. | $68.5M | 518,086 | 0.50% | — |
| CSX | CSX CORP | $68.3M | 1,663,178 | 0.50% | — |
| SFNC | SIMMONS FIRST NATL CORP | $68.2M | 3,508,831 | 0.50% | — |
| Q | QNITY ELECTRONICS INC | $68.1M | 590,116 | 0.50% | — |
| GD | GENERAL DYNAMICS CORP | $67.7M | 197,391 | 0.49% | — |
| FCPT | FOUR CORNERS PPTY TR INC | $66.7M | 2,818,945 | 0.49% | — |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $66.4M | 1,119,715 | 0.48% | — |
| PBA | PEMBINA PIPELINE CORP | $65.6M | 1,465,532 | 0.48% | — |
| FBK | FB FINL CORP | $65.5M | 1,261,519 | 0.48% | — |
| MMSI | MERIT MED SYS INC | $65.2M | 946,476 | 0.48% | — |
| WMG | WARNER MUSIC GROUP CORP | $64.9M | 2,540,735 | 0.47% | — |
| HAYW | HAYWARD HLDGS INC | $64.7M | 4,838,917 | 0.47% | — |
| VRRM | VERRA MOBILITY CORP | $64.3M | 4,499,500 | 0.47% | — |
| CCS | CENTURY COMMUNITIES INC | $64.2M | 1,118,689 | 0.47% | — |
| TREX | TREX INC | $63.7M | 1,748,611 | 0.46% | — |
| DELL | DELL TECHNOLOGIES INC | $63.0M | 384,075 | 0.46% | — |
| TMUS | T-MOBILE US INC | $62.7M | 298,638 | 0.46% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $62.3M | 126,656 | 0.45% | — |
| ETR | ENTERGY CORP NEW | $62.1M | 552,366 | 0.45% | — |
| WFC | WELLS FARGO & CO | $60.7M | 763,057 | 0.44% | — |
| PEP | PEPSICO INC | $59.5M | 383,328 | 0.43% | — |
| GOOG | ALPHABET INC | $59.1M | 206,015 | 0.43% | — |
| MYRG | MYR GROUP INC | $58.9M | 208,612 | 0.43% | — |
| HSY | HERSHEY CO | $58.4M | 280,906 | 0.43% | — |
| SKWD | SKYWARD SPECIALTY INS GROUP | $58.1M | 1,329,349 | 0.42% | — |
| GPOR | GULFPORT ENERGY CORP | $57.3M | 270,962 | 0.42% | — |
| AZZ | AZZ INC | $57.3M | 457,895 | 0.42% | — |
| YETI | YETI HLDGS INC | $56.6M | 1,545,621 | 0.41% | — |
| BWIN | THE BALDWIN INSURANCE GRP IN | $56.5M | 2,577,196 | 0.41% | — |
| NBHC | NATIONAL BK HLDGS CORP | $55.6M | 1,420,890 | 0.41% | — |
| RBA | RB GLOBAL INC | $54.5M | 568,542 | 0.40% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $54.5M | 589,886 | 0.40% | — |
| BL | BLACKLINE INC | $53.9M | 1,456,649 | 0.39% | — |
| PGR | PROGRESSIVE CORP | $53.8M | 271,423 | 0.39% | — |
| HWKN | HAWKINS INC | $53.8M | 350,227 | 0.39% | — |
| NVDA | NVIDIA CORPORATION | $53.3M | 305,691 | 0.39% | — |
| AM | ANTERO MIDSTREAM CORP | $53.0M | 2,324,548 | 0.39% | — |
| META | META PLATFORMS INC | $52.5M | 91,783 | 0.38% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $51.8M | 329,553 | 0.38% | — |
| ABT | ABBOTT LABORATORIES | $51.8M | 504,561 | 0.38% | — |
| HESM | HESS MIDSTREAM LP | $51.0M | 1,311,435 | 0.37% | — |
| NMRK | NEWMARK GROUP INC | $50.9M | 3,393,193 | 0.37% | — |
| MGY | MAGNOLIA OIL & GAS CORP | $50.2M | 1,590,570 | 0.37% | — |
| MSCI | MSCI INC | $49.9M | 92,614 | 0.36% | — |
| CGAU | CENTERRA GOLD INC | $48.3M | 2,713,163 | 0.35% | — |
| WMT | WALMART INC | $45.4M | 365,597 | 0.33% | — |
| MDST | ULTIMUS MANAGERS TR | $45.4M | 1,586,819 | 0.33% | — |
| V | VISA INC | $45.4M | 150,069 | 0.33% | — |
| POWI | POWER INTEGRATIONS INC | $44.7M | 873,035 | 0.33% | — |
| EXP | EAGLE MATLS INC | $43.5M | 229,734 | 0.32% | — |
| GILD | GILEAD SCIENCES INC | $42.3M | 303,467 | 0.31% | — |
| SAH | SONIC AUTOMOTIVE INC | $41.7M | 607,882 | 0.30% | — |
| VG | VENTURE GLOBAL INC | $40.3M | 2,559,515 | 0.29% | — |
| IDA | IDACORP INC | $40.1M | 280,497 | 0.29% | — |
| SOBO | SOUTH BOW CORP | $39.7M | 1,191,935 | 0.29% | — |
| 8TG | THERMON GROUP HLDGS INC | $39.5M | 782,763 | 0.29% | — |
| PARR | PAR PAC HOLDINGS INC | $39.0M | 622,833 | 0.28% | — |
| CENTA | CENTRAL GARDEN & PET CO | $38.9M | 1,199,188 | 0.28% | — |
| GEL | GENESIS ENERGY L P | $38.2M | 2,145,219 | 0.28% | — |
| BAC | BANK AMERICA CORP | $38.2M | 783,103 | 0.28% | — |
| MOD | MODINE MFG CO | $37.6M | 173,622 | 0.27% | — |
| INR | INFINITY NAT RES INC | $37.5M | 2,131,672 | 0.27% | — |
| AJG | GALLAGHER ARTHUR J & CO | $36.6M | 169,114 | 0.27% | — |
| HONGBP | HONEYWELL INTL INC | $36.2M | 160,022 | 0.26% | — |
| ARCB | ARCBEST CORP | $36.0M | 365,902 | 0.26% | — |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $35.9M | 761,163 | 0.26% | — |
| NOG | NORTHERN OIL & GAS INC | $35.8M | 1,223,992 | 0.26% | — |
| XPEL | XPEL INC | $35.7M | 805,546 | 0.26% | — |
| PWP | PERELLA WEINBERG PARTNERS | $35.6M | 1,958,252 | 0.26% | — |
| TPHD | TIMOTHY PLAN | $35.5M | 858,500 | 0.26% | — |
| B | BARRICK MNG CORP | $35.1M | 861,401 | 0.26% | — |
| LNN | LINDSAY CORP | $35.1M | 295,039 | 0.26% | — |
| ADUS | ADDUS HOMECARE CORP | $35.0M | 373,721 | 0.25% | — |
| IJH | ISHARES TR | $34.9M | 517,476 | 0.25% | — |
| GS | GOLDMAN SACHS GROUP INC | $34.9M | 41,223 | 0.25% | — |
| CURB | CURBLINE PPTYS CORP | $34.5M | 1,337,401 | 0.25% | — |
| CSTM | CONSTELLIUM SE | $34.4M | 1,401,416 | 0.25% | — |
| LFUS | LITTELFUSE INC | $34.4M | 101,260 | 0.25% | — |
| PAA | PLAINS ALL AMERN PIPELINE L | $34.3M | 1,538,227 | 0.25% | — |
| CACI | CACI INTL INC | $34.3M | 63,146 | 0.25% | — |
| SEI | SOLARIS ENERGY INFRAS INC | $34.1M | 602,566 | 0.25% | — |
| POOL | POOL CORP | $33.8M | 167,238 | 0.25% | — |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $33.7M | 478,634 | 0.25% | — |
| IWD | ISHARES TR | $33.3M | 155,924 | 0.24% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.3M | 51,130 | 0.24% | — |
| SHO | SUNSTONE HOTEL INVS INC NEW | $33.1M | 3,671,758 | 0.24% | — |
| OFRM | ONCE UPON A FARM PBC | $33.0M | 2,020,742 | 0.24% | — |
| LPLA | LPL FINL HLDGS INC | $32.9M | 109,442 | 0.24% | — |
| EGP | EASTGROUP PPTYS INC | $32.4M | 175,184 | 0.24% | — |
| KKR | KKR & CO INC | $32.3M | 349,477 | 0.24% | — |
| EVR | EVERCORE INC | $32.3M | 108,256 | 0.24% | — |
This table is the 150 largest positions by value, out of 461 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by WESTWOOD HOLDINGS GROUP INC (CIK 1165002, accession 0001165002-26-000038). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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