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WIP

Wayzata Investment Partners Portfolio holdings

AUM $70.8M
This Fund
S&P 500
This Quarter Est. Return
-4.83%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.74M
AUM Growth
–
Cap. Flow
+$4.81M
Cap. Flow %
101.42%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
HCC icon
Warrior Met Coal
HCC
+$4.81M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Materials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HCC icon
1
Warrior Met Coal
HCC
$4.13B
$4.74M 100%
+276,755
New +$4.81M

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Wayzata Investment Partners's Q2 2017 Portfolio in Review

Q2 2017 is the first quarter with a 13F filing on record for Wayzata Investment Partners, which disclosed 1 position worth $4.74M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Warrior Met Coal: 276,755 shares worth $4.74M.

By sector, the portfolio is most concentrated in Materials at 100% of assets.

  • Wayzata Investment Partners's largest Q2 2017 buy was Warrior Met Coal: 276,755 shares worth $4.74M.
  • Wayzata Investment Partners's ten largest holdings make up 100% of its $4.74M portfolio in Q2 2017.
  • Wayzata Investment Partners disclosed 1 position in Q2 2017, its first 13F filing on record.

Based on Wayzata Investment Partners's 13F filing for Q2 2017, filed 14 Aug 2017.