Every quarter Lumida Wealth presents a visual summary of the 45+ hedge funds we track every quarter that shape the future investing trends.
Enjoy the visual summary below or Check out the full data along with Ram’s insights in spreadsheet format here.
Please note:
– AUM indicates assets under management in managed 13F securities only, the overall AUM due to other positions (Debt, options etc) may be higher.
– Color intensity indicates relative weight.
– Individual stock Rectangles optimized for mobile readability and are not to scale
– Percentages are rounded to nearest decimal and indicate current portfolio weights
– We have prioritized top 5 stock positions wherever available.
– Each manager has a summary, sector analysis and legend for stock information.
Compliance Disclaimer: The information is for general informational purposes only and does not constitute investment advice. Past performance is not indicative of future results, and investments in hedge funds carry risks, including the potential loss of principal. We recommend that you seek independent financial advice before making any investment decisions.
Data Sources: Hedgefollow, Whalewisdom, Lumida analysis
Summary Overview
Robotti Robert, managed by Bob Robotti, has a concentrated portfolio with a strong focus on industrials and materials sectors. The fund’s top positions include significant investments in these areas, while recent activity shows new investments in diverse sectors such as technology and consumer discretionary, alongside reductions in existing holdings.
3 sector-specific insights
- The top holdings reflect a strong emphasis on industrials and materials, with a major position in Tidewater.
- New investments in technology and consumer discretionary suggest a strategic diversification into these sectors.
- Reductions in existing holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- WLK (Westlake Corporation): Materials sector, manufactures and supplies petrochemicals, polymers, and building products.
- WFG (West Fraser Timber Co. Ltd.): Materials sector, produces lumber, wood chips, laminated veneer lumber, medium-density fiberboard, plywood, pulp, and newsprint.
- LXU (LSB Industries, Inc.): Materials sector, manufactures and sells chemical products for the agricultural, mining, and industrial markets.
- BLDR (Builders FirstSource, Inc.): Industrials sector, supplies building materials, manufactured components, and construction services to professional contractors.
- TDW (Tidewater Inc.): Energy sector, provides offshore marine support and transportation services to the global offshore energy industry.
New Holdings
- QIPT (Quipt Home Medical Corp.): Healthcare sector, provides in-home monitoring and disease management services, including end-to-end respiratory solutions.
- AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets consumer electronics, software, and services.
- MANU (Manchester United plc): Consumer discretionary sector, operates a professional sports team and related commercial activities.
- HGV (Hilton Grand Vacations Inc.): Consumer discretionary sector, operates a timeshare company that markets and sells vacation ownership intervals.
- NVGS (Navigator Holdings Ltd.): Industrials sector, owns and operates a fleet of liquefied gas carriers.
Reduced Holdings
- WLK (Westlake Corporation): Materials sector, manufactures and supplies petrochemicals, polymers, and building products.
- WFG (West Fraser Timber Co. Ltd.): Materials sector, produces lumber, wood chips, laminated veneer lumber, medium-density fiberboard, plywood, pulp, and newsprint.
- LXU (LSB Industries, Inc.): Materials sector, manufactures and sells chemical products for the agricultural, mining, and industrial markets.
- BLDR (Builders FirstSource, Inc.): Industrials sector, supplies building materials, manufactured components, and construction services to professional contractors.
- TDW (Tidewater Inc.): Energy sector, provides offshore marine support and transportation services to the global offshore energy industry.
