Inherent Management Corp.

Latest statistics and disclosures from Inherent Management Corp.'s latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VEA, IEMG, NEE, SHC, TDG, and represent 84.30% of Inherent Management Corp.'s stock portfolio.
  • Added to shares of these 6 stocks: STEP (+$11M), SHC (+$7.0M), RPC, TDG, NEE, EVTL.
  • Started 2 new stock positions in RPC, STEP.
  • Reduced shares in these 1 stock: PAX (-$24M).
  • Sold out of its position in PAX.
  • Inherent Management Corp. was a net buyer of stock by $5.4M.
  • Inherent Management Corp. has $197M in assets under management (AUM), dropping by 0.97%.
  • Central Index Key (CIK): 0002026217

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Portfolio Holdings for Inherent Management Corp.

Inherent Management Corp. holds 9 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 38.2 $75M 1.2M 64.08
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Ishares Core Msci Emkt (IEMG) 14.7 $29M 416k 69.75
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Nextera Energy (NEE) 13.4 $26M +9% 285k 92.88
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Sotera Health (SHC) 12.1 $24M +41% 1.7M 14.34
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TransDigm Group Incorporated (TDG) 5.9 $12M +29% 10k 1158.96
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Stepstone Group Com Cl A (STEP) 5.7 $11M NEW 234k 47.72
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Ishares Msci World Etf (URTH) 5.5 $11M 61k 180.02
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Vertical Aerospace Shs New (EVTL) 2.5 $4.8M +63% 2.2M 2.21
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Ridgepost Cap Cl A Com (RPC) 2.0 $4.0M NEW 550k 7.26
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Past Filings by Inherent Management Corp.

SEC 13F filings are viewable for Inherent Management Corp. going back to 2025