Location
Houston, TX
Holdings as of
3/31/2021
Date filed
5/11/2021
Form type
13F-HR
Num holdings
169
Total value ($000)
$9,359,228
Net value change ($000)
+818,374 (9.6%)
New positions
24
Sold out positions
24
Turnover %
21.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 172,959 NEW
FTI 118,889 NEW
OLED 90,508 NEW
NVDA 77,528 NEW
PACWEST BANCORP 69,097 529.6%
SAIA 67,434 54.4%
FMC 64,103 189.3%
BFH 59,873 NEW
CC 56,720 NEW
LEVI 48,343 NEW
Top Reduces (Value $000, Stocks/ETFs)
EA -121,029 -100.0%
WPM -99,728 -100.0%
FAF -87,409 -78.8%
ORI -85,022 -100.0%
PRA Health Sciences, Inc. -80,199 -99.7%
BR -79,637 -100.0%
TMO -77,051 -100.0%
HD -75,874 -100.0%
SHW -71,661 -37.5%
Pioneer PE Holding LLC -49,397 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type