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GCM
Gator Capital Management Portfolio holdings
AUM
$489M
1-Year Est. Return
54.23%
This Fund
S&P 500
This Quarter
Est. Return
-7.43%
1 Year Est. Return
+54.23%
3 Year Est. Return
+200.57%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$489M
AUM Growth
-$4.16M
(-0.84%)
Cap. Flow
+$62.3M
Cap. Flow
% of AUM
12.74%
Top 10 Holdings %
Top 10 Hldgs %
37.14%
Holding
123
New
8
Increased
50
Reduced
19
Closed
32
Top Buys
| 1 |
Compass
COMP
|
+$28.4M |
| 2 |
Ameriprise Financial
AMP
|
+$17.1M |
| 3 |
UBS Group
UBS
|
+$14M |
| 4 |
FISV
Fiserv Inc
FISV
|
+$13.7M |
| 5 |
Primerica
PRI
|
+$11.7M |
Top Sells
| 1 |
HOUS
Anywhere Real Estate
HOUS
|
+$32.7M |
| 2 |
Progressive
PGR
|
+$4.36M |
| 3 |
Webster Financial
WBS
|
+$3.82M |
| 4 |
Home Depot
HD
|
+$3.69M |
| 5 |
Abbott
ABT
|
+$3.61M |
Sector Composition
| 1 | Financials | 74.97% |
| 2 | Technology | 6.5% |
| 3 | Industrials | 4.76% |
| 4 | Real Estate | 4.38% |
| 5 | Healthcare | 1.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Orange County Bancorp
OBT
$516M
| $690K | 0.14% |
21,570
+1,145
| +6% | +$36.4K |
|
77
Dell
DELL
$253B
| $657K | 0.13% |
4,000
| – | – |
|
78
Pioneer Bancorp
PBFS
$428M
| $619K | 0.13% |
44,445
+2,345
| +6% | +$32.8K |
|
79
Upstart Holdings
UPST
$2.96B
| $513K | 0.1% |
+20,000
| New | +$704K |
|
80
Hewlett Packard
HPE
$59.8B
| $500K | 0.1% |
21,000
+12,000
| +133% | +$266K |
|
81
Hippo Holdings
HIPO
$760M
| $461K | 0.09% |
+17,700
| New | +$504K |
|
82
iShares Russell 2000 Value ETF
IWN
$14.5B
| $450K | 0.09% |
2,375
| – | – |
|
83
Viatris
VTRS
$20.2B
| $352K | 0.07% |
26,036
-6,000
| -19% | -$84K |
|
84
Apple
AAPL
$4.89T
| $268K | 0.05% |
1,056
+4
| +0.4% | +$1.04K |
|
85
Vanguard Total Stock Market ETF
VTI
$664B
| $249K | 0.05% |
775
| – | – |
|
|
GHY
86
PGIM Global High Yield Fund
GHY
$487M
| $221K | 0.05% |
19,000
| – | – |
|
87
JPMorgan Chase
JPM
$912B
| $218K | 0.04% |
740
| – | – |
|
88
Group 1 Automotive
GPI
$3.95B
| $204K | 0.04% |
618
| – | – |
|
|
KIO
89
KKR Income Opportunities Fund
KIO
$460M
| $122K | 0.03% |
11,102
| – | – |
|
|
OSG
90
Octave Specialty Group
OSG
$275M
| $99.7K | 0.02% |
+21,435
| New | +$123K |
|
91
Generation Income Properties
GIPR
$1.28M
| $69.4K | 0.01% |
27,038
| – | – |
|
|
92
Abbott
ABT
$172B
| – | – |
-28,826
| Closed | -$3.61M |
|
93
Axalta
AXTA
$7.04B
| – | – |
-39,426
| Closed | -$1.27M |
|
94
Booz Allen Hamilton
BAH
$7.83B
| – | – |
-5,868
| Closed | -$495K |
|
95
Brown & Brown
BRO
$23.5B
| – | – |
-33,171
| Closed | -$2.64M |
|
96
Carrier Global
CARR
$57.6B
| – | – |
-48,379
| Closed | -$2.56M |
|
97
Church & Dwight Co
CHD
$23.5B
| – | – |
-36,073
| Closed | -$3.02M |
|
98
Cigna
CI
$75.1B
| – | – |
-7,369
| Closed | -$2.03M |
|
99
Colgate-Palmolive
CL
$75.3B
| – | – |
-21,910
| Closed | -$1.73M |
|
100
Darden Restaurants
DRI
$23B
| – | – |
-8,948
| Closed | -$1.65M |
|
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