We are live on ! Find out more
MC

Menta Capital Portfolio holdings

AUM $236M
1-Year Est. Return 6.6%
This Fund
S&P 500
This Quarter Est. Return
+4.53%
1 Year Est. Return
+6.6%
3 Year Est. Return
+61.19%
5 Year Est. Return
+82.86%
10 Year Est. Return
AUM
$156M
AUM Growth
Cap. Flow
+$154M
Cap. Flow %
98.93%
Top 10 Hldgs %
7.88%
Holding
385
New
385
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 27.77%
2 Consumer Discretionary 11.07%
3 Technology 10.44%
4 Industrials 9.44%
5 Energy 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PRU icon
1
Prudential Financial
PRU
$41.4B
$1.31M 0.84%
+17,900
New +$1.16M
RGA icon
2
Reinsurance Group of America
RGA
$15.6B
$1.28M 0.82%
+18,497
New +$1.17M
AIZ icon
3
Assurant
AIZ
$13.7B
$1.26M 0.81%
+24,742
New +$1.2M
WCG
4
DELISTED
Wellcare Health Plans, Inc.
WCG
$1.25M 0.8%
+22,500
New +$1.26M
MIG
5
DELISTED
MEADOWBROOK INSURANCE GRP INC
MIG
$1.24M 0.8%
+154,880
New +$1.2M
KG
6
Kestrel Group
KG
$70.9M
$1.2M 0.77%
+5,343
New +$1.13M
THG icon
7
Hanover Insurance
THG
$7.59B
$1.19M 0.76%
+24,217
New +$1.19M
BRK.A icon
8
Berkshire Hathaway Class A
BRK.A
$1.06T
$1.18M 0.76%
+7
New +$1.16M
AEL
9
DELISTED
American Equity Investment Life Holding Company
AEL
$1.18M 0.76%
+75,049
New +$1.16M
AHL
10
DELISTED
ASPEN Insurance Holding Limited
AHL
$1.17M 0.75%
+31,600
New +$1.19M
AFG icon
11
American Financial Group
AFG
$11.9B
$1.17M 0.75%
+23,900
New +$1.15M
WRB icon
12
W.R. Berkley
WRB
$27.8B
$1.17M 0.75%
+96,525
New +$1.22M
MGLN
13
DELISTED
Magellan Health Services, Inc.
MGLN
$1.17M 0.75%
+20,816
New +$1.09M
PL
14
DELISTED
PROTECTIVE LIFE CORP
PL
$1.16M 0.75%
+30,183
New +$1.14M
AJG icon
15
Arthur J. Gallagher & Co
AJG
$63.3B
$1.15M 0.74%
+26,305
New +$1.14M
SYA
16
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
$1.14M 0.73%
+71,059
New +$993K
NAVG
17
DELISTED
Navigators Group Inc
NAVG
$1.13M 0.73%
+39,620
New +$1.15M
XLS
18
DELISTED
EXELIS INC COM STK
XLS
$1.01M 0.65%
+78,123
New +$859K
FNF icon
19
Fidelity National Financial
FNF
$13.9B
$998K 0.64%
+73,389
New +$1.07M
IPCC
20
DELISTED
Infinity Property & Casualty C
IPCC
$995K 0.64%
+16,646
New +$963K
AVX
21
DELISTED
AVX Corporation
AVX
$945K 0.61%
+80,433
New +$943K
AZPN
22
DELISTED
ASPEN TECHNOLOGY INC
AZPN
$859K 0.55%
+29,850
New +$859K
AWH
23
DELISTED
Allied World Assurance Co Hld Lt
AWH
$850K 0.55%
+27,867
New +$849K
UGI icon
24
UGI
UGI
$8.02B
$849K 0.55%
+32,550
New +$857K
CF icon
25
CF Industries
CF
$19.1B
$837K 0.54%
+24,400
New +$911K

Similar funds

Menta Capital's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Menta Capital, which disclosed 385 positions worth $156M. Its ten largest holdings account for 7.9% of the portfolio.

Its largest position is Wellcare Health Plans, Inc.: 22,500 shares worth $1.25M.

By sector, the portfolio is most concentrated in Financials at 28% of assets, followed by Consumer Discretionary and Technology.

  • Menta Capital's largest Q2 2013 buy was Wellcare Health Plans, Inc.: 22,500 shares worth $1.25M.
  • Menta Capital's ten largest holdings make up 7.9% of its $156M portfolio in Q2 2013.
  • Menta Capital disclosed 385 positions in Q2 2013, its first 13F filing on record.

Based on Menta Capital's 13F filing for Q2 2013, filed 8 Aug 2013.