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Ota Financial Group L.p.

Portfolio Manager
Ota Financial Group L.p.
Performance
0% (N/A)
AUM (13F)
$143.19K
# of Holdings
7
Performance Rank
N/A
Allocation (Top 20)
N/A

Ota Financial Group L.p. Holdings Map

Top 5 Ota Financial Group L.p. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
OXYWS
OCCIDENTAL PETROLEUM CORP
45.22%1.73M$65K
+207.12%(+1.17M)
2022-Q3: 518.3K shares2022-Q4: 594.4K shares2023-Q1: 564.9K shares2023-Q2: 1.73M shares2023-06-30
BKNG
BOOKING HOLDINGS INC
32.06%17.0K$46Knew2023-Q2: 17.0K shares2023-06-30
BRKB
BERKSHIRE HATHAWAY INC-CL B
14.29%60.0K$20Knew2023-Q2: 60.0K shares2023-06-30
GOOGL
ALPHABET INC-CL A
3.56%42.5K$5K
+256.19%(+30.60K)
2022-Q4: 11.9K shares2023-Q2: 42.5K shares2023-06-30
LBRDK
LIBERTY BROADBAND-C
0.59%10.5K$843
-67.20%(-21.59K)
2022-Q3: 24.7K shares2022-Q4: 77.0K shares2023-Q1: 32.1K shares2023-Q2: 10.5K shares2023-06-30

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