WCM
Whitefort Capital Management Portfolio holdings
AUM
$259M
1-Year Return
26.37%
This Quarter Return
-13.1%
1 Year Return
+26.37%
3 Year Return
+157.22%
5 Year Return
–
10 Year Return
–
AUM
$80.1M
AUM Growth
-$26.1M
(-25%)
Cap. Flow
-$17.7M
Cap. Flow
% of AUM
-22.12%
Top 10 Holdings %
Top 10 Hldgs %
98.47%
Holding
40
New
1
Increased
5
Reduced
1
Closed
14
Top Buys
| 1 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$17.5M |
| 2 |
INNOVATE Corp
VATE
|
$2.19M |
| 3 |
Global Ship Lease
GSL
|
$1.76M |
| 4 |
KG
Kestrel Group, Ltd.
KG
|
$1.11M |
| 5 |
Odyssey Marine Exploration
OMEX
|
$1.02M |
Top Sells
Sector Composition
| 1 | Industrials | 21.49% |
| 2 | Technology | 21.38% |
| 3 | Financials | 16.8% |
| 4 | Communication Services | 10.26% |
| 5 | Materials | 2.34% |
