Lee Equity Partners
Latest statistics and disclosures from Lee Equity Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IBTX, Papa Murphys Hldgs, and represent 100.00% of Lee Equity Partners's stock portfolio.
- Added to shares of these 1 stock: IBTX (+$50M).
- Started 1 new stock position in IBTX.
- Reduced shares in these 1 stock: .
- Sold out of its position in Universal American.
- Lee Equity Partners was a net buyer of stock by $9.7M.
- Lee Equity Partners has $71M in assets under management (AUM), dropping by 3.16%.
- Central Index Key (CIK): 0001408700
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Portfolio Holdings for Lee Equity Partners
Lee Equity Partners holds 2 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Independent Bank (IBTX) | 70.6 | $50M | NEW | 1.1M | 45.77 |
|
| Papa Murphys Hldgs | 29.4 | $21M | 4.4M | 4.75 |
|
Past Filings by Lee Equity Partners
SEC 13F filings are viewable for Lee Equity Partners going back to 2014
- Lee Equity Partners 2018 Q4 filed Feb. 13, 2019
- Lee Equity Partners 2016 Q3 filed Nov. 14, 2016
- Lee Equity Partners 2016 Q2 filed July 26, 2016
- Lee Equity Partners 2016 Q1 filed April 19, 2016
- Lee Equity Partners 2015 Q4 filed Feb. 2, 2016
- Lee Equity Partners 2015 Q3 filed Nov. 10, 2015
- Lee Equity Partners 2015 Q2 filed Aug. 3, 2015
- Lee Equity Partners 2015 Q1 filed April 3, 2015
- Lee Equity Partners 2014 Q4 filed Jan. 26, 2015