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SFCM

South Ferry Capital Management Portfolio holdings

AUM $56.3M
This Fund
S&P 500
This Quarter Est. Return
-5.81%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.3M
AUM Growth
+$9.48M
Cap. Flow
+$14.5M
Cap. Flow %
25.8%
Top 10 Hldgs %
100%
Holding
18
New
8
Increased
1
Reduced
Closed
8

Sector Composition

Rank Sector Weight
1 Real Estate 7.27%
2 Energy 3.78%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XOP icon
1
PUT
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.48B
$18.7M 33.18%
100,000
+88,250
+751% +$18M
HEDJ icon
2
PUT
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.82B
$12.3M 21.9%
+400,000
New +$13.1M
DVN icon
3
PUT
Devon Energy
DVN
$50.6B
$11.9M 21.15%
+200,000
New +$12.9M
FUR
4
DELISTED
WINTHROP REALTY TRUST SHS BENE INT (NEW)
FUR
$4.09M 7.27%
270,000
CQH
5
DELISTED
Cheniere Energy Partners LP Holdings LLC
CQH
$3.16M 5.62%
+135,000
New +$3.32M
ARLP icon
6
PUT
Alliance Resource Partners
ARLP
$3.14B
$2.5M 4.44%
+100,000
New +$3.05M
PBF icon
7
PBF Energy
PBF
$7.42B
$1.42M 2.53%
+50,000
New +$1.41M
CHK
8
PUT
DELISTED
Chesapeake Energy Corporation
CHK
$1.12M 1.99%
+500
New +$1.41M
WTI icon
9
W&T Offshore
WTI
$519M
$708K 1.26%
+129,200
New +$743K
NRP icon
10
PUT
Natural Resource Partners
NRP
$1.28B
$379K 0.67%
+10,000
New +$502K
HAL icon
11
Halliburton
HAL
$29.4B
-25,000
Closed -$1.1M
URI icon
12
CALL
United Rentals
URI
$65.5B
-217,900
Closed -$19.9M
XLE icon
13
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
-50,000
Closed -$1.94M
YPF icon
14
PUT
YPF
YPF
$19.5B
-200,000
Closed -$5.49M
UPL
15
PUT
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
-318,100
Closed -$4.97M
RDC
16
PUT
DELISTED
Rowan Companies Plc
RDC
-4,600
Closed -$81K
ANW
17
DELISTED
Aegean Marine Petroleum Network
ANW
-25,100
Closed -$361K
CST
18
DELISTED
CST Brands, Inc.
CST
-140,000
Closed -$6.14M

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South Ferry Capital Management's Q2 2015 Portfolio in Review

As of Q2 2015, South Ferry Capital Management held 18 positions worth $56.3M, up 20% from $46.8M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

South Ferry Capital Management deployed $14.5M of net new capital in Q2 2015, opening 8 new positions and adding to 1 existing holding. Its largest new stake was Cheniere Energy Partners LP Holdings LLC: 135,000 shares worth $3.16M.

By sector, the portfolio is most concentrated in Real Estate at 7.3% of assets, down from 9.4% a quarter earlier, followed by Energy and Consumer Discretionary.

On the sell side, the most notable exit was CST Brands, Inc., an estimated $6.14M sold.

  • South Ferry Capital Management's largest Q2 2015 buy was Cheniere Energy Partners LP Holdings LLC: 135,000 shares worth $3.16M.
  • South Ferry Capital Management fully exited CST Brands, Inc. in Q2 2015, selling an estimated $6.14M.
  • South Ferry Capital Management's ten largest holdings make up 100% of its $56.3M portfolio in Q2 2015.
  • South Ferry Capital Management opened 8 new positions and closed 8 in Q2 2015.
  • South Ferry Capital Management's portfolio value rose 20% quarter-over-quarter to $56.3M.

Based on South Ferry Capital Management's 13F filing for Q2 2015, filed 16 Jul 2015.