Everest Capital

Latest statistics and disclosures from EVEREST CAPITAL's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are PM, EXR, PSA. These five stock positions account for 100.00% of EVEREST CAPITAL's total stock portfolio.
  • Added to shares of these 3 stocks: PM, EXR, PSA.
  • Started 3 new stock positions in EXR, PSA, PM.
  • Reduced shares in these 1 stocks: Fifth Third Bancorp cnv pfd dep1/25.
  • Sold out of its positions in Fifth Third Bancorp cnv pfd dep1/25.
  • As of June 30, 2016, EVEREST CAPITAL has $4.11M in assets under management (AUM). Assets under management grew from a total value of $0 to $4.11M.
  • Independent of market fluctuations, EVEREST CAPITAL was a net buyer by $4.11M worth of stocks in the most recent quarter.

EVEREST CAPITAL portfolio companies for June 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Philip Morris International (PM) 49.48 20000 NEW 101.70 77.69
Extra Space Storage (EXR) 25.66 11400 NEW 92.54 64.02
Public Storage (PSA) 24.86 4000 NEW 255.50 186.59


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