StockDriftsStockDriftsTop 2 Sacks David O Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AFRM | AFFIRM HLDGS INC | 72.68% | 676.5K | $14.4M | -10.00%(-75.16K) | — | 2023-09-30 | |
| RUM | RUMBLE INC | 27.32% | 1.06M | $5.4M | +0.00%(+0) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Sacks David O reports $19.80M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are AFRM (72.7%) and RUM (27.3%). Figures reflect the Q3 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 Sacks David O’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1891801). View Sacks David O’s 13F filings on SEC