Fifthde
Latest statistics and disclosures from Fifthde's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DOW, BB, HUN, GM, WHR, and represent 61.13% of Fifthde's stock portfolio.
- Added to shares of these 7 stocks: OTIS (+$39M), PPG (+$15M), DE (+$10M), DOW (+$5.6M), HUN, NIO, WHR.
- Started 3 new stock positions in PPG, NIO, OTIS.
- Reduced shares in these 7 stocks: GM (-$58M), VC (-$26M), LI (-$15M), PHIN (-$14M), BB (-$13M), WDC (-$8.7M), INVZ (-$7.4M).
- Sold out of its position in LI.
- Fifthde was a net seller of stock by $-64M.
- Fifthde has $459M in assets under management (AUM), dropping by -18.35%.
- Central Index Key (CIK): 0001872766
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Fifthde holds 13 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Dow (DOW) | 15.3 | $70M | +8% | 1.3M | 53.05 |
|
Blackberry (BB) | 14.3 | $66M | -16% | 26M | 2.48 |
|
Huntsman Corporation (HUN) | 12.1 | $56M | +8% | 2.4M | 22.77 |
|
General Motors Company (GM) | 10.0 | $46M | -55% | 988k | 46.46 |
|
Whirlpool Corporation (WHR) | 9.5 | $44M | 427k | 102.20 |
|
|
Deere & Company (DE) | 9.0 | $41M | +32% | 111k | 373.63 |
|
Otis Worldwide Corp (OTIS) | 8.4 | $39M | NEW | 400k | 96.26 |
|
Visteon Corp Com New (VC) | 7.0 | $32M | -45% | 300k | 106.70 |
|
Phinia Common Stock (PHIN) | 6.9 | $32M | -30% | 808k | 39.36 |
|
PPG Industries (PPG) | 3.2 | $15M | NEW | 118k | 125.89 |
|
Western Digital (WDC) | 2.1 | $9.7M | -47% | 128k | 75.77 |
|
Innoviz Technologies SHS (INVZ) | 1.3 | $5.9M | -55% | 6.4M | 0.93 |
|
Nio Spon Ads (NIO) | 0.9 | $4.2M | NEW | 1.0M | 4.16 |
|
Past Filings by Fifthde
SEC 13F filings are viewable for Fifthde going back to 2021
- Fifthde 2024 Q2 filed Aug. 9, 2024
- Fifthde 2024 Q1 filed May 10, 2024
- Fifthde 2023 Q4 filed Feb. 12, 2024
- Fifthde 2023 Q3 filed Nov. 14, 2023
- Fifthde 2023 Q2 filed Aug. 14, 2023
- Fifthde 2023 Q1 filed May 12, 2023
- Fifthde 2022 Q4 filed Feb. 13, 2023
- Fifthde 2022 Q3 filed Nov. 14, 2022
- Fifthde 2022 Q2 filed Aug. 12, 2022
- Fifthde 2022 Q1 filed May 16, 2022
- Fifthde 2021 Q4 filed Feb. 11, 2022