StockDriftsStockDriftsTop 5 Ota Financial Group L.p. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OXYWS | OCCIDENTAL PETROLEUM CORP | 45.22% | 1.73M | $65K | +207.12%(+1.17M) | — | 2023-06-30 | |
| BKNG | BOOKING HOLDINGS INC | 32.06% | 17.0K | $46K | new | — | 2023-06-30 | |
| BRKB | BERKSHIRE HATHAWAY INC-CL B | 14.29% | 60.0K | $20K | new | — | 2023-06-30 | |
| GOOGL | ALPHABET INC-CL A | 3.56% | 42.5K | $5K | +256.19%(+30.60K) | — | 2023-06-30 | |
| LBRDK | LIBERTY BROADBAND-C | 0.59% | 10.5K | $843 | -67.20%(-21.59K) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Ota Financial Group L.p. reports $143.19K in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are OXYWS (45.2%), BKNG (32.1%) and BRKB (14.3%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ota Financial Group L.p.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1317346). View Ota Financial Group L.p.’s 13F filings on SEC