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FRGX

First Reserve GP XII Portfolio holdings

AUM $3.16M
1-Year Est. Return 24.66%
This Fund
S&P 500
This Quarter Est. Return
-32.35%
1 Year Est. Return
+24.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.4M
AUM Growth
-$22.5M
Cap. Flow
-$11.9M
Cap. Flow %
-61.22%
Top 10 Hldgs %
100%
Holding
1
New
Increased
Reduced
1
Closed

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
DSSI
Diamond S Shipping Inc. Common Shares
DSSI
+$11.9M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DSSI
1
DELISTED
Diamond S Shipping Inc. Common Shares
DSSI
$19.4M 100%
2,425,804
-1,124,056
-32% -$11.9M

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First Reserve GP XII's Q2 2020 Portfolio in Review

As of Q2 2020, First Reserve GP XII held 1 position worth $19.4M, down 54% from $41.9M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

First Reserve GP XII withdrew a net $11.9M in Q2 2020, reducing 1 holding. Its largest reduction was Diamond S Shipping Inc. Common Shares, cutting an estimated $11.9M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 100% of assets, unchanged from a quarter earlier.

  • First Reserve GP XII's biggest Q2 2020 reduction was Diamond S Shipping Inc. Common Shares, cutting an estimated $11.9M.
  • First Reserve GP XII's ten largest holdings make up 100% of its $19.4M portfolio in Q2 2020.
  • First Reserve GP XII opened 0 new positions and closed 0 in Q2 2020.
  • First Reserve GP XII's portfolio value fell 54% quarter-over-quarter to $19.4M.

Based on First Reserve GP XII's 13F filing for Q2 2020, filed 14 Aug 2020.