OC
PEO

Oarsman Capital’s Adams Natural Resources Fund PEO Stock Holding History

Oarsman Capital’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,242
Closed -$48.7K – 660
2024
Q4 		$48.7K Sell
2,242
-88
-4% -$2.01K 0.01% 450
2024
Q3 		$52.1K Buy
+2,330
New +$51.9K 0.01% 445

Other funds holding PEO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $2.84B AUM 30.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $124M AUM 37.91% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 43.04% 1-Year Est. Return

Oarsman Capital's PEO Position: Q1 2025 in Review

Oarsman Capital sold out of Adams Natural Resources Fund (PEO) in Q1 2025, closing a stake of 2,242 shares — an estimated $48.7K sold.

Oarsman Capital first reported a position in PEO in Q3 2024 and held it in 2 quarters. The position peaked at $52.1K in Q3 2024. 89 funds tracked by Wall St. Rank hold PEO as of Q1 2025.

  • Oarsman Capital reported no remaining Adams Natural Resources Fund position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 2,242 Adams Natural Resources Fund shares in Q1 2025, an estimated $48.7K.
  • Oarsman Capital first reported a position in Adams Natural Resources Fund in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's Adams Natural Resources Fund position peaked at $52.1K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.