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FIM

FourPoints Investment Managers Portfolio holdings

AUM $21.1M
1-Year Est. Return 11.11%
This Fund
S&P 500
This Quarter Est. Return
-22.87%
1 Year Est. Return
+11.11%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$29.6M
AUM Growth
–
Cap. Flow
+$34.7M
Cap. Flow %
117.43%
Top 10 Hldgs %
100%
Holding
6
New
6
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
DO
Diamond Offshore Drilling
DO
+$11.1M
2
MKL icon
Markel Group
MKL
+$6.94M
3
L icon
Loews
L
+$5.08M
4
JEF icon
Jefferies Financial Group
JEF
+$4.58M
5
DE icon
Deere & Co
DE
+$4.56M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 52.01%
2 Energy 24.97%
3 Industrials 15.71%
4 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DO
1
DELISTED
Diamond Offshore Drilling
DO
$7.39M 24.97%
+782,505
New +$11.1M
MKL icon
2
Markel Group
MKL
$24.7B
$6.59M 22.29%
+6,350
New +$6.94M
L icon
3
Loews
L
$23.6B
$4.91M 16.59%
+107,800
New +$5.08M
DE icon
4
Deere & Co
DE
$161B
$4.65M 15.71%
+31,150
New +$4.56M
JEF icon
5
Jefferies Financial Group
JEF
$12.7B
$3.89M 13.14%
+250,194
New +$4.58M
MHK icon
6
Mohawk Industries
MHK
$6.8B
$2.16M 7.31%
+18,500
New +$2.47M

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BHC
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ECAU
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EAM
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FourPoints Investment Managers's Q4 2018 Portfolio in Review

Q4 2018 is the first quarter with a 13F filing on record for FourPoints Investment Managers, which disclosed 6 positions worth $29.6M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Diamond Offshore Drilling: 782,505 shares worth $7.39M.

By sector, the portfolio is most concentrated in Financials at 52% of assets, followed by Energy and Industrials.

  • FourPoints Investment Managers's largest Q4 2018 buy was Diamond Offshore Drilling: 782,505 shares worth $7.39M.
  • FourPoints Investment Managers's ten largest holdings make up 100% of its $29.6M portfolio in Q4 2018.
  • FourPoints Investment Managers disclosed 6 positions in Q4 2018, its first 13F filing on record.

Based on FourPoints Investment Managers's 13F filing for Q4 2018, filed 7 Feb 2019.