Offit Capital Advisors

Latest statistics and disclosures from Offit Capital Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CMTG, OWL, and represent 100.00% of Offit Capital Advisors's stock portfolio.
  • Added to shares of these 1 stocks: OWL (+$46M).
  • Started 1 new stock positions in OWL.
  • Offit Capital Advisors was a net buyer of stock by $46M.
  • Offit Capital Advisors has $214M in assets under management (AUM), dropping by 32.74%.
  • Central Index Key (CIK): 0001424071

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Positions held by Offit Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Offit Capital Advisors

Companies in the Offit Capital Advisors portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Claros Mtg Tr Common Stock (CMTG) 78.8 $169M 9.9M 17.14
Blue Owl Common Stock (OWL) 21.2 $46M NEW 3.6M 12.68

Past Filings by Offit Capital Advisors

SEC 13F filings are viewable for Offit Capital Advisors going back to 2011