StockDriftsStockDriftsTop 20 Springhouse Capital Management, Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | 15.91% | 213.8K | $8.8M | +0.00%(+0) | — | 2023-09-30 | |
| WILC | G WILLI FOOD INTL LTD | 11.89% | 635.7K | $6.6M | +0.00%(+0) | — | 2023-09-30 | |
| EXPE | EXPEDIA GROUP INC | 6.34% | 34.0K | $3.5M | +0.00%(+0) | — | 2023-09-30 | |
| GBLI | GLOBAL INDEMNITY GROUP LLC | 6.32% | 101.6K | $3.5M | -27.37%(-38.29K) | — | 2023-09-30 | |
| BUR | BURFORD CAP LTD | 3.6% | 142.1K | $2.0M | -10.49%(-16.66K) | — | 2023-09-30 | |
| ET | ENERGY TRANSFER L P | 2.73% | 107.7K | $1.5M | +0.00%(+0) | — | 2023-09-30 | |
| BABA | ALIBABA GROUP HLDG LTD | 2.67% | 17.0K | $1.5M | +0.00%(+0) | — | 2023-09-30 | |
| GEL | GENESIS ENERGY L P | 1.94% | 103.9K | $1.1M | -25.09%(-34.81K) | — | 2023-09-30 | |
| VIPS | VIPSHOP HLDGS LTD | 1.65% | 56.8K | $910K | +0.00%(+0) | — | 2023-09-30 | |
| VTRS | VIATRIS INC | 1.25% | 70.0K | $690K | +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 | — | — | — | — |
Springhouse Capital Management, Lp reports $55.26M in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are C (15.9%), WILC (11.9%) and EXPE (6.3%). 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 Springhouse Capital Management, Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1660086). View Springhouse Capital Management, Lp’s 13F filings on SEC