SB CAPITAL MANAGEMENT INC - Filing for Period Ending 12/31/2025
SB Capital Management, an Encino‑based hedge fund with $1.2 bn discretionary AUM, filed its 2025 year‑end report covering 310 clients. The firm’s latest 13F filing shows $272.8 m in managed securities with a 47.6% concentration in its top‑10 holdings, led by iShares 0‑5 Year TIPS Bond ETF. Ownership is divided among five principals, with Richard Singer holding the largest 39.16% stake. SB Capital offers discretionary asset management, financial planning, and private‑equity strategies targeting a 10.4% internal rate of return.
LARCH CAPITAL PARTNERS LLC - Filing for Period Ending 12/31/2025
Larch Capital Partners, a Miami‑based advisory firm, reported $645.3 million in discretionary assets under management for the period ending December 31 2025, serving 323 clients. Its most recent 13F filing showed $729.1 million in managed securities, with a striking 93.6% concentration in the top...
DEAN CAPITAL MANAGEMENT - Filing for Period Ending 12/31/2025
Dean Capital Management reported $235 million in 13F securities for Q4 2025, down 12.6% from the prior quarter. The firm’s discretionary AUM stands at $1.13 billion, with the top‑10 holdings accounting for 16.39% of the portfolio. Helmerich & Payne, Inc. is the largest...
CATALYST INVESTMENT MANAGEMENT LLC - Filing for Period Ending 12/31/2025
Catalyst Investment Management filed its Q4 2025 Form 13F, reporting $105.6 million in managed securities out of $122 million total AUM. The firm’s portfolio is heavily concentrated, with the top ten holdings accounting for 52.06% of assets, and the PIMCO Active Bond ETF (BOND)...
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. - Filing for Period Ending 12/31/2025
T. Rowe Price Investment Management’s 13F filing for the quarter ending June 30, 2025 shows a portfolio market value of $158 b, up $7 b from the prior period. The fund’s turnover accelerated to 21.44%, reflecting active rebalancing across its holdings. Microsoft...