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Offit Capital Advisors 13F Portfolio

Portfolio Manager
Offit Capital Advisors Llc
Performance
0% (N/A)
AUM (13F)
$60.13M
# of Holdings
1
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q3 2023

Offit Capital Advisors Llc Holdings Map

Top 1 Offit Capital Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CMTG
CLAROS MTG TR INC
100%5.43M$60.1M
+0.00%(+0)
2022-Q3: 5.84M shares2022-Q4: 5.43M shares2023-Q1: 5.43M shares2023-Q2: 5.43M shares2023-Q3: 5.43M shares2023-09-30

About Offit Capital Advisors Llc’s portfolio

Offit Capital Advisors Llc reports $60.13M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is CMTG (100.0%). Figures reflect the Q3 2023 filing.

Portfolio concentration

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Source filings

Holdings on this page are parsed from Offit Capital Advisors Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1424071). View Offit Capital Advisors Llc’s 13F filings on SEC

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