First Manhattan 13F holdings, Q4 2016
First Manhattan disclosed 1361 US equity positions worth $16.4bn in its Q4 2016 13F filing. Its largest position is BRK/A at 21.8% of the reported book, followed by BROOKFIELD ASSET MGMT INC and MSFT. Versus Q3 2016 it opened 82 new positions, added to 133, reduced 469 and exited 103.
- $16.4bn
- Reported equity book Sum of the long US equity positions in the filing, at the values filed. Options are excluded.
- 1,361
- Positions Distinct securities in the equity book with a reported value above zero. Options are excluded.
- 21.8%
- Largest position The largest single position as a share of the reported equity book.
- 43.8%
- Top 10 weight The ten largest positions together, as a share of the reported equity book.
- 18
- Effective positions 1 / HHI of portfolio weights: the number of equal-weight positions the book behaves like.
- 111
- Quarters on file since Q1 1999 Quarters for which this manager's 13F holdings are on record.
Holdings
Against Q3 2016: 82 new, 133 added, 469 reduced, 103 exited
| BRK/A BERKSHIRE HATHAWAY INC DEL | 21.8% | −0.8% | reduced |
| BROOKFIELD ASSET MGMT INC no ticker | 3.4% | −2.7% | reduced |
| MSFT MICROSOFT CORP | 3.0% | −0.3% | held |
| RECKITT BENCKISER GR no ticker | 2.9% | −1.7% | reduced |
| BRK/B BERKSHIRE HATHAWAY INC DEL | 2.7% | −0.6% | reduced |
| AAPL APPLE INC | 2.6% | −1.0% | reduced |
| NESTLE S A no ticker | 2.4% | +2.1% | added |
| JNJ JOHNSON & JOHNSON | 1.8% | −1.2% | reduced |
| BUD ANHEUSER BUSCH INBEV SA NV | 1.6% | −2.5% | reduced |
| HONGBP HONEYWELL INTL INC | 1.5% | +0.7% | added |
| WFC WELLS FARGO & CO | 1.4% | −4.5% | reduced |
| ZBH ZIMMER BIOMET HOLDINGS INC | 1.4% | −12% | reduced |
| DHR DANAHER CORP DEL | 1.4% | −0.8% | reduced |
| CMCSA COMCAST CORP NEW | 1.3% | −1.4% | reduced |
| CVS CVS HEALTH CORP | 1.3% | −5.5% | reduced |
| ARMK ARAMARK | 1.2% | −2.7% | reduced |
| GILD GILEAD SCIENCES INC | 1.2% | +3.0% | added |
| PFE PFIZER INC | 1.0% | +13% | added |
| PM PHILIP MORRIS INTL INC | 0.9% | −1.5% | reduced |
| AIG American International Group | 0.8% | −11% | reduced |
| NWL NEWELL BRANDS INC | 0.8% | +4.8% | added |
| MMM 3M CO | 0.8% | −1.7% | reduced |
| IBM INTERNATIONAL BUSINESS MACHS | 0.8% | −3.5% | reduced |
| ACCENTURE PLC IRELAND no ticker | 0.8% | −4.3% | reduced |
| ORCL ORACLE CORP | 0.8% | +7.2% | added |
| COTY COTY INC | 0.7% | – | new |
| GE GENERAL ELECTRIC CO | 0.7% | −1.5% | reduced |
| SCI SERVICE CORP INTL | 0.7% | −15% | reduced |
| ORI OLD REP INTL CORP | 0.7% | −0.6% | reduced |
| USB US BANCORP | 0.6% | −8.0% | reduced |
| TWXCHF TIME WARNER INC | 0.6% | −1.4% | reduced |
| FDX FEDEX CORP | 0.6% | +3.4% | added |
| PYPL PAYPAL HLDGS INC | 0.6% | −1.1% | reduced |
| AXP AMERICAN EXPRESS CO | 0.5% | −4.4% | reduced |
| TMO THERMO FISHER SCIENTIFIC INC | 0.5% | −0.5% | held |
| GOOG ALPHABET INC | 0.5% | +3.5% | added |
| OMC OMNICOM GROUP INC | 0.5% | +1.6% | added |
| HRG GROUP INC no ticker | 0.5% | −5.0% | reduced |
| CNQ CANADIAN NAT RES LTD MED TER | 0.5% | +0.6% | added |
| CBS CORP NEW no ticker | 0.5% | +0.2% | held |
| RHI ROBERT HALF INC. | 0.4% | +0.6% | added |
| ALLY ALLY FINL INC | 0.4% | +1.2% | added |
| UTXZ UNITED TECHNOLOGIES CORP | 0.4% | −1.3% | reduced |
| COP CONOCOPHILLIPS | 0.4% | −42% | reduced |
| LEUCADIA NATL CORP no ticker | 0.4% | −8.0% | reduced |
| CB CHUBB LIMITED | 0.4% | −3.4% | reduced |
| WBC1EUR WABCO HLDGS INC | 0.4% | −3.6% | reduced |
| AMGN AMGEN INC | 0.4% | +56% | added |
| VIAB VIACOM INC NEW | 0.4% | −8.4% | reduced |
| TBPH THERAVANCE BIOPHARMA INC | 0.4% | +76% | added |
Exited since Q3 2016
| STARZ no ticker | 0.02% | $2.9m |
| ENSTAR GROUP LIMITED no ticker | 0.01% | $1.9m |
| RENAISSANCERE HLDGS LTD no ticker | 0.01% | $1.7m |
| THO THOR INDS INC | 0.01% | $1.6m |
| LIBERTY INTERACTIVE CORP no ticker | 0.01% | $1.3m |
| SKF AB no ticker | 0.01% | $1.1m |
| FNWB FIRST NORTHWEST BANCORP | 0.0% | $539k |
| UBNKUSD UNITED FINL BANCORP INC NEW | 0.0% | $362k |
| CHICOPEE BANCORP no ticker | 0.0% | $306k |
| HORIZON PHARMA PLC no ticker | 0.0% | $295k |
| CYD CHINA YUCHAI INTL LTD | 0.0% | $294k |
| DONNELLEY R R & SONS CO no ticker | 0.0% | $267k |
| MERCHANTS BANCSHARES no ticker | 0.0% | $194k |
| ECOM1USD CHANNELADVISOR CORP | 0.0% | $168k |
| CLIFTON BANCORP INC no ticker | 0.0% | $167k |
| INVESCO DYN CR OPPUR no ticker | 0.0% | $150k |
| ALNY ALNYLAM PHARMACEUTICALS INC | 0.0% | $135k |
| ACCELERATE DIAGNOSTICS INC no ticker | 0.0% | $129k |
| GDEN GOLDEN ENTMT INC | 0.0% | $124k |
| IART INTEGRA LIFESCIENCES HLDGS C | 0.0% | $117k |
| SDIVEUR GLOBAL X FDS | 0.0% | $115k |
| PIEDMONT NAT GAS INC no ticker | 0.0% | $108k |
| WESTERN ASS MUN PTN no ticker | 0.0% | $101k |
| CTRA COTERRA ENERGY INC | 0.0% | $100k |
| AG&E HLDGS INC no ticker | 0.0% | $98.0k |
| AMEC FOSTER WHEELER PLC no ticker | 0.0% | $87.0k |
| PERMIAN BASIN RTY TR no ticker | 0.0% | $69.0k |
| CBFV CB FINL SVCS INC | 0.0% | $56.0k |
| ITC HLDGS CORP no ticker | 0.0% | $52.0k |
| NORTH EUROPEAN OIL RTY TR no ticker | 0.0% | $46.0k |
| FGPR FERRELLGAS PARTNERS L.P. | 0.0% | $46.0k |
| CERNCHF CERNER CORP | 0.0% | $45.0k |
| SUNOCO LOGISTICS PRTNRS L P no ticker | 0.0% | $44.0k |
| CCI CROWN CASTLE INC | 0.0% | $43.0k |
| NYCBEUR NEW YORK CMNTY BANCORP INC | 0.0% | $43.0k |
| SNR1USD NEW SR INVT GROUP INC | 0.0% | $34.0k |
| LKQ LKQ CORP | 0.0% | $30.0k |
| COLUMBIA PIPELINE GROUP INC no ticker | 0.0% | $28.0k |
| AMSGEUR AMSURG CORP | 0.0% | $28.0k |
| AAP ADVANCE AUTO PARTS INC | 0.0% | $27.0k |
| COSIEUR COSI INC | 0.0% | $27.0k |
| WKHS WORKHORSE GROUP INC | 0.0% | $27.0k |
| CUBE CUBESMART | 0.0% | $26.0k |
| ISHARES no ticker | 0.0% | $25.0k |
| BND VANGUARD BD INDEX FDS | 0.0% | $24.0k |
| LSTR LANDSTAR SYS INC | 0.0% | $23.0k |
| LIBERTY VENTURES no ticker | 0.0% | $22.0k |
| PENNANTPARK INVT no ticker | 0.0% | $22.0k |
| HL HECLA MINING COMPANY | 0.0% | $22.0k |
| MFAUSD MFA FINL INC | 0.0% | $22.0k |
| INVESCO INV GR MUNI no ticker | 0.0% | $21.0k |
| LIONS GATE ENTMNT CORP no ticker | 0.0% | $20.0k |
| CASTLE A M & CO no ticker | 0.0% | $18.0k |
| CNOB CONNECTONE BANCORP INC | 0.0% | $18.0k |
| JCPCHF PENNEY J C INC | 0.0% | $18.0k |
| APIGEE CORP no ticker | 0.0% | $17.0k |
| KATE SPADE & CO no ticker | 0.0% | $17.0k |
| HUGOTON RTY TR TEX no ticker | 0.0% | $16.0k |
| FSAM FIFTH STR ASSET MGMT INC | 0.0% | $16.0k |
| PARKWAY PPTYS INC no ticker | 0.0% | $15.0k |
| EWY ISHARES INC | 0.0% | $14.0k |
| INVESCO MUNI OPP TR no ticker | 0.0% | $13.0k |
| APOLLO GLOBAL MGMT LLC no ticker | 0.0% | $12.0k |
| LIBERTY MEDIA DELAWA no ticker | 0.0% | $12.0k |
| KEX KIRBY CORP | 0.0% | $12.0k |
| B/E AEROSPACE INC no ticker | 0.0% | $11.0k |
| LIBERTY GLOBAL PLC no ticker | 0.0% | $11.0k |
| LQD ISHARES TR | 0.0% | $11.0k |
| WPP WPP PLC NEW | 0.0% | $11.0k |
| ABEV AMBEV SA | 0.0% | $10.0k |
| NEWCASTLE INVT CORP NEW no ticker | 0.0% | $9.0k |
| STILLWATER MNG CO no ticker | 0.0% | $9.0k |
| UMPQUSD UMPQUA HLDGS CORP | 0.0% | $9.0k |
| SHLXUSD SHELL MIDSTREAM PARTNERS L P | 0.0% | $8.0k |
| INVESCO ADV MUNI II no ticker | 0.0% | $6.0k |
| NFBK NORTHFIELD BANCORP INC DEL | 0.0% | $6.0k |
| ELLINGTON FINANCIAL LLC no ticker | 0.0% | $5.0k |
| INVENSENSE INC no ticker | 0.0% | $5.0k |
| KINDRED HEALTHCARE INC no ticker | 0.0% | $5.0k |
| NUSTAR GP HOLDINGS LLC no ticker | 0.0% | $5.0k |
| GPRO GOPRO INC | 0.0% | $5.0k |
| JWNUSD NORDSTROM INC | 0.0% | $5.0k |
| SCHL SCHOLASTIC CORP | 0.0% | $5.0k |
| CHANTICLEER HOLDINGS no ticker | 0.0% | $4.0k |
| CINCINNATI BELL INC NEW no ticker | 0.0% | $4.0k |
| EGA EMERGING GL no ticker | 0.0% | $4.0k |
| DTE DTE ENERGY CO | 0.0% | $4.0k |
| TLN TALEN ENERGY CORP | 0.0% | $4.0k |
| CRESCENT PT ENERGY CORP no ticker | 0.0% | $3.0k |
| ENVISION HEALTHCARE HLDGS IN no ticker | 0.0% | $3.0k |
| PLAINS GP HLDGS L P no ticker | 0.0% | $3.0k |
| SPIRIT RLTY CAP INC NEW no ticker | 0.0% | $3.0k |
| DNREUR DENBURY RES INC | 0.0% | $3.0k |
| MITTEUR AG MTG INVT TR INC | 0.0% | $3.0k |
| PFF ISHARES TR | 0.0% | $3.0k |
| TWMUSD PROSHARES TR | 0.0% | $3.0k |
| CMRE COSTAMARE INC | 0.0% | $2.0k |
| QRVO QORVO INC | 0.0% | $2.0k |
| VALEANT PHARMACEUTICALS INTL no ticker | 0.0% | $1.0k |
| NTAP NETAPP INC | 0.0% | $1.0k |
| RMBS RAMBUS INC DEL | 0.0% | $1.0k |
| URI UNITED RENTALS INC | 0.0% | $1.0k |
| VGZ VISTA GOLD CORP | 0.0% | $1.0k |
Sector mix
Book over time
Every quarter on file (111)
| Quarter | Positions | Equity book |
|---|---|---|
| Q2 2026 | 741 | $39.2bn |
| Q1 2026 | 752 | $36.1bn |
| Q4 2025 | 728 | $38.1bn |
| Q3 2025 | 714 | $37.9bn |
| Q2 2025 | 698 | $35.4bn |
| Q1 2025 | 678 | $34.3bn |
| Q4 2024 | 680 | $34.1bn |
| Q3 2024 | 682 | $33.7bn |
| Q2 2024 | 669 | $31.2bn |
| Q1 2024 | 1,410 | $30.9bn |
| Q4 2023 | 1,436 | $28.8bn |
| Q3 2023 | 1,487 | $27.1bn |
| Q2 2023 | 1,423 | $27.3bn |
| Q1 2023 | 1,516 | $26.1bn |
| Q4 2022 | 1,678 | $27.3bn |
| Q3 2022 | 1,499 | $23.6bn |
| Q2 2022 | 1,533 | $24.8bn |
| Q1 2022 | 1,574 | $30.6bn |
| Q4 2021 | 1,558 | $30.3bn |
| Q3 2021 | 1,575 | $27.1bn |
| Q2 2021 | 1,546 | $27.4bn |
| Q1 2021 | 1,458 | $23.2bn |
| Q4 2020 | 1,320 | $20.9bn |
| Q3 2020 | 1,309 | $19.4bn |
| Q2 2020 | 1,367 | $17.3bn |
| Q1 2020 | 1,355 | $15.4bn |
| Q4 2019 | 1,286 | $19.9bn |
| Q3 2019 | 1,309 | $18.2bn |
| Q2 2019 | 1,353 | $18.0bn |
| Q1 2019 | 1,372 | $17.3bn |
| Q4 2018 | 1,352 | $16.1bn |
| Q3 2018 | 1,384 | $18.8bn |
| Q2 2018 | 1,341 | $17.3bn |
| Q1 2018 | 1,365 | $17.6bn |
| Q4 2017 | 1,435 | $18.3bn |
| Q3 2017 | 1,416 | $17.5bn |
| Q2 2017 | 1,378 | $17.1bn |
| Q1 2017 | 1,378 | $16.8bn |
| Q4 2016 | 1,361 | $16.4bn |
| Q3 2016 | 1,382 | $16.4bn |
| Q2 2016 | 1,448 | $16.3bn |
| Q1 2016 | 1,380 | $16.3bn |
| Q4 2015 | 1,405 | $16.3bn |
| Q3 2015 | 1,419 | $15.6bn |
| Q2 2015 | 1,436 | $16.9bn |
| Q1 2015 | 1,431 | $17.4bn |
| Q4 2014 | 1,464 | $17.7bn |
| Q3 2014 | 1,428 | $17.2bn |
| Q2 2014 | 1,403 | $15.8bn |
| Q1 2014 | 1,394 | $15.2bn |
| Q4 2013 | 1,359 | $15.1bn |
| Q3 2013 | 1,355 | $14.3bn |
| Q2 2013 | 1,351 | $14.5bn |
| Q1 2013 | 654 | $8.8bn |
| Q4 2012 | 656 | $8.0bn |
| Q3 2012 | 675 | $8.1bn |
| Q2 2012 | 660 | $7.7bn |
| Q1 2012 | 677 | $7.8bn |
| Q4 2011 | 677 | $6.9bn |
| Q3 2011 | 661 | $6.5bn |
| Q2 2011 | 692 | $7.8bn |
| Q1 2011 | 691 | $7.6bn |
| Q4 2010 | 698 | $7.2bn |
| Q3 2010 | 697 | $6.5bn |
| Q2 2010 | 674 | $5.7bn |
| Q1 2010 | 681 | $6.3bn |
| Q4 2009 | 680 | $5.9bn |
| Q3 2009 | 666 | $5.7bn |
| Q2 2009 | 649 | $4.7bn |
| Q1 2009 | 649 | $3.8bn |
| Q4 2008 | 666 | $4.7bn |
| Q3 2008 | 709 | $6.6bn |
| Q2 2008 | 745 | $7.3bn |
| Q1 2008 | 726 | $7.2bn |
| Q4 2007 | 749 | $7.8bn |
| Q3 2007 | 764 | $8.1bn |
| Q2 2007 | 768 | $8.2bn |
| Q1 2007 | 748 | $7.8bn |
| Q4 2006 | 748 | $7.7bn |
| Q3 2006 | 739 | $7.3bn |
| Q2 2006 | 728 | $7.1bn |
| Q1 2006 | 728 | $7.2bn |
| Q4 2005 | 712 | $6.6bn |
| Q3 2005 | 707 | $6.6bn |
| Q2 2005 | 706 | $7.1bn |
| Q2 2005 | 696 | $6.5bn |
| Q1 2005 | 692 | $6.4bn |
| Q4 2004 | 683 | $6.5bn |
| Q3 2004 | 668 | $5.9bn |
| Q2 2004 | 656 | $5.7bn |
| Q1 2004 | 643 | $5.5bn |
| Q4 2003 | 640 | $5.5bn |
| Q3 2003 | 619 | $5.0bn |
| Q2 2003 | 604 | $4.7bn |
| Q1 2003 | 602 | $4.0bn |
| Q4 2002 | 605 | $4.1bn |
| Q3 2002 | 582 | $3.9bn |
| Q2 2002 | 587 | $4.5bn |
| Q1 2002 | 591 | $4.7bn |
| Q4 2001 | 590 | $4.7bn |
| Q3 2001 | 572 | $4.2bn |
| Q2 2001 | 522 | $3.7bn |
| Q1 2001 | 573 | $4.4bn |
| Q4 2000 | 576 | $4.6bn |
| Q3 2000 | 557 | $4.5bn |
| Q2 2000 | 559 | $4.3bn |
| Q1 2000 | 596 | $4.3bn |
| Q4 1999 | 585 | $4.5bn |
| Q3 1999 | 557 | $4.7bn |
| Q2 1999 | 568 | $6.0bn |
| Q1 1999 | 442 | $4.6bn |
Where First Manhattan was early
| BAC BANK OF AMER CORP | Q2 1999 | 1 of 232 | 3.1% | Held at last filing, Q2 2026 | +55% |
| DBD DIEBOLD NIXDORF INC | Q2 1999 | 1 of 105 | 0.05% | Exited by Q2 2023 | – |
| ESINQ ITT EDUCATIONAL SVCS | Q2 1999 | 1 of 31 | 0.0% | Exited by Q3 2016 | −85% |
| ORCL ORACLE CORP | Q2 1999 | 16 of 256 | 0.0% | Held at last filing, Q2 2026 | +1479% |
| UNM UNUM GROUP | Q3 1999 | 2 of 117 | 1.3% | Exited by Q4 2020 | −43% |
| EXMOC EXXON MOBIL CORP | Q4 1999 | 5 of 193 | 0.5% | Held at last filing, Q2 2026 | +240% |
| F FORD MTR CO DEL | Q3 2000 | 1 of 181 | 1.9% | Exited by Q2 2024 | −48% |
| FMC FMC CORP | Q4 2000 | 1 of 157 | 0.2% | Exited by Q2 2024 | +310% |
| GILD GILEAD SCIENCES INC | Q1 2001 | 5 of 181 | 0.07% | Held at last filing, Q2 2026 | +6120% |
| USB US BANCORP | Q1 2001 | 5 of 162 | 0.2% | Held at last filing, Q2 2026 | +160% |
| ZBH ZIMMER BIOMET HOLDINGS INC | Q3 2001 | 3 of 144 | 0.3% | Exited by Q2 2026 | +236% |
| MMM 3M CO | Q2 2002 | 3 of 165 | 0.06% | Held at last filing, Q2 2026 | +215% |
| RRC RANGE RES CORP | Q3 2002 | 2 of 147 | 0.01% | Held at last filing, Q2 2026 | +1092% |
| COP CONOCOPHILLIPS | Q3 2002 | 5 of 155 | 0.02% | Held at last filing, Q2 2026 | +490% |
| CMCSA COMCAST CORP NEW | Q4 2002 | 5 of 219 | 0.02% | Held at last filing, Q2 2026 | +233% |
| MO ALTRIA GROUP INC | Q1 2003 | 3 of 153 | 0.7% | Held at last filing, Q2 2026 | +140% |
| SRE SEMPRA | Q1 2004 | 2 of 119 | 0.02% | Held at last filing, Q2 2026 | +483% |
| FHN FIRST HORIZON CORPORATION | Q2 2004 | 2 of 165 | 0.6% | Exited by Q1 2024 | −67% |
| UNH UNITEDHEALTH GROUP INC | Q2 2004 | 2 of 299 | 0.09% | Held at last filing, Q2 2026 | +1235% |
| CNQ CANADIAN NAT RES LTD MED TER | Q2 2004 | 3 of 142 | 0.01% | Held at last filing, Q2 2026 | +993% |
| PXGBX PRAXAIR INC | Q4 2004 | 2 of 68 | 0.0% | Exited by Q4 2018 | +264% |
| AAPL APPLE INC | Q1 2005 | 24 of 275 | 0.0% | Held at last filing, Q2 2026 | +19343% |
| AEE AMEREN CORP | Q2 2005 | 1 of 102 | 0.0% | Held at last filing, Q2 2026 | +104% |
| WU WESTERN UN CO | Q4 2006 | 5 of 133 | 1.0% | Exited by Q2 2024 | −38% |
| TEVA TEVA PHARMACEUTICAL INDS LTD | Q4 2006 | 9 of 182 | 0.3% | Held at last filing, Q2 2026 | +9.0% |
| DHR DANAHER CORP DEL | Q2 2007 | 17 of 235 | 0.01% | Held at last filing, Q2 2026 | +651% |
| S9Q SPIRIT AEROSYSTEMS HLDGS INC | Q1 2008 | 2 of 153 | 0.2% | Exited by Q2 2025 | +55% |
| PM PHILIP MORRIS INTL INC | Q1 2008 | 9 of 169 | 0.8% | Held at last filing, Q2 2026 | +258% |
| SNI SCRIPPS NETWORKS | Q3 2008 | 5 of 80 | 0.9% | Exited by Q1 2018 | +135% |
| AZN ASTRAZENECA PLC | Q4 2009 | 1 of 153 | 1.4% | Held at last filing, Q2 2026 | +304% |
| BUD ANHEUSER BUSCH INBEV SA NV | Q4 2011 | 2 of 129 | 1.8% | Held at last filing, Q2 2026 | +35% |
| BRK/A BERKSHIRE HATHAWAY INC DEL | Q2 2013 | 4 of 61 | 22.1% | Held at last filing, Q2 2026 | +344% |
| MSFT MICROSOFT CORP | Q2 2013 | 8 of 374 | 1.8% | Held at last filing, Q2 2026 | +980% |
| BRK/B BERKSHIRE HATHAWAY INC DEL | Q2 2013 | 11 of 180 | 1.9% | Held at last filing, Q2 2026 | +347% |
| PRGO PERRIGO CO PLC | Q1 2014 | 13 of 172 | 0.01% | Exited by Q2 2024 | −79% |
| ARMK ARAMARK | Q2 2014 | 12 of 177 | 0.03% | Exited by Q2 2024 | +74% |
| KKR KKR & CO INC | Q1 2019 | 22 of 211 | 0.8% | Held at last filing, Q2 2026 | +291% |
| TPL TEXAS PACIFIC LAND CORPORATI | Q1 2021 | 5 of 100 | 1.0% | Held at last filing, Q2 2026 | +148% |
| PPLI IAC INC | Q2 2021 | 15 of 156 | 1.7% | Exited by Q4 2025 | −73% |
| BN BROOKFIELD CORP | Q4 2022 | 8 of 115 | 1.9% | Held at last filing, Q2 2026 | +103% |
| LB LANDBRIDGE COMPANY LLC | Q2 2024 | 7 of 63 | 0.1% | Held at last filing, Q2 2026 | +242% |
Concentration and tenure
- 6.3%
- Median largest position, all quarters The largest single position as a share of the reported equity book.
- 33.0%
- Median top 10 weight, all quarters The ten largest positions together, as a share of the reported equity book.
- Concentrated
- Style, by median largest position
- 5
- Median completed holding, quarters