Stonegate Management LLC
All 13F Filings
- Location
- Lake Forest, IL
- Most recent 13F
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- Holdings value ($000)
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- Description
- Lake Forest Illinois based research led investment organization with a manager led operating structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and concentrated position governance for public markets focused allocations. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through portfolio concentration discipline and implementation consistency.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| — | |||||
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Fund Snapshot
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Latest filed
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Total value ($000)
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Holdings
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QoQ value change ($000)
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Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.