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GPC

Guardian Point Capital Portfolio holdings

AUM $243M
1-Year Est. Return 22.43%
This Fund
S&P 500
This Quarter Est. Return
+0.29%
1 Year Est. Return
+22.43%
3 Year Est. Return
+128.36%
5 Year Est. Return
+149.01%
10 Year Est. Return
+929.1%
AUM
$123M
AUM Growth
+$5.93M
Cap. Flow
+$6.57M
Cap. Flow %
5.33%
Top 10 Hldgs %
93.52%
Holding
19
New
3
Increased
4
Reduced
1
Closed
5

Sector Composition

Rank Sector Weight
1 Communication Services 30.33%
2 Financials 20.1%
3 Technology 8.04%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBKR icon
1
Interactive Brokers
IBKR
$39.2B
$21.2M 17.24%
2,400,000
WFC.PRL icon
2
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.71B
$19.5M 15.81%
14,995
-1,961
-12% -$2.44M
GOOG icon
3
Alphabet (Google) Class C
GOOG
$4.36T
$19M 15.45%
550,000
+50,000
+10% +$1.8M
CBPX
4
DELISTED
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
$11.5M 9.34%
517,495
+392,495
+314% +$8.2M
IAU icon
5
iShares Gold Trust
IAU
$62.9B
$11.5M 9.32%
450,000
+50,000
+13% +$1.21M
LBRDK icon
6
Liberty Broadband Class C
LBRDK
$4.88B
$7.96M 6.46%
132,660
LBTYK icon
7
Liberty Global Class C
LBTYK
$3.53B
$7.16M 5.81%
250,000
+77,200
+45% +$2.43M
CPAY icon
8
Corpay
CPAY
$25B
$7.16M 5.81%
50,000
AGN.PRA
9
DELISTED
Allergan plc
AGN.PRA
$6.67M 5.41%
+8,000
New +$6.68M
STC icon
10
Stewart Information Services
STC
$2.06B
$3.52M 2.86%
85,000
PRGS icon
11
Progress Software
PRGS
$1.66B
$2.75M 2.23%
100,000
BATRK icon
12
Atlanta Braves Holdings Series B
BATRK
$3.26B
$2.2M 1.79%
+150,193
New +$2.24M
JPM.WS
13
DELISTED
JPMorgan Chase
JPM.WS
$2.02M 1.64%
100,000
LILAK icon
14
Liberty Latin America Class C
LILAK
$1.63B
$1.01M 0.82%
+36,438
New +$1.21M
PFF icon
15
iShares Preferred and Income Securities ETF
PFF
$13.3B
-150,000
Closed -$5.86M
XYZ
16
Block Inc
XYZ
$48.4B
-50,000
Closed -$764K
XYZ
17
PUT
Block Inc
XYZ
$48.4B
-50,000
Closed -$764K
TARO
18
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
-50,000
Closed -$7.16M
MSLI
19
DELISTED
Merus Labs International Inc.
MSLI
-150,000
Closed -$224K

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Guardian Point Capital's Q2 2016 Portfolio in Review

As of Q2 2016, Guardian Point Capital held 19 positions worth $123M, up 5.1% from $117M the previous quarter. Its ten largest holdings account for 94% of the portfolio.

Guardian Point Capital deployed $6.57M of net new capital in Q2 2016, opening 3 new positions and adding to 4 existing holdings. Its largest new stake was Allergan plc: 8,000 shares worth $6.67M.

By sector, the portfolio is most concentrated in Communication Services at 30% of assets, up from 27% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was Wells Fargo 7.5% Non Cumv Perp Conv, an estimated $2.44M trimmed.

  • Guardian Point Capital's largest Q2 2016 buy was Allergan plc: 8,000 shares worth $6.67M.
  • Guardian Point Capital added most to CONTINENTAL BUILDING PRODUCTS, INC. in Q2 2016, an estimated $8.2M increase.
  • Guardian Point Capital's biggest Q2 2016 reduction was Wells Fargo 7.5% Non Cumv Perp Conv, cutting an estimated $2.44M.
  • Guardian Point Capital fully exited Taro Pharmaceutical Industries Ltd. in Q2 2016, selling an estimated $7.16M.
  • Guardian Point Capital's ten largest holdings make up 94% of its $123M portfolio in Q2 2016.
  • Guardian Point Capital opened 3 new positions and closed 5 in Q2 2016.
  • Guardian Point Capital's portfolio value rose 5.1% quarter-over-quarter to $123M.

Based on Guardian Point Capital's 13F filing for Q2 2016, filed 15 Aug 2016.