Manager Directed Portfolios - SJCP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 58,678 | 1,459 | 0.54% | 0.61% | 1 | -7,180 | -10.9% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,320 | 206 | 0.0% | 0.0% | 2 | -511 | -5.79% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 05, 2026 |