7A
734 Agriculture, LLC Historical SEC 13F Holdings & Archive (Q4 2018)
734 Agriculture, LLCCIK: 0001591442
Concentrated strategy
Total reported value
$93.8M
Reporting period: 2018-12-31 · Number of holdings: 1
734 Agriculture, LLC disclosed 1 holdings in its latest 13F filing for the period ending 2018-12-31, with total reported value of $93.8M and a quarterly turnover rate of 28.7%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 28.69
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govUnchanged ALCO
-14.2% -$31.4M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ALCO | Alico Inc | Stock-Other | 100.00% | — | -14.17% |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2018 Q4 | 1 | $93.8M | 29 | ||
| 2018 Q3 | 1 | $125.2M | 6 | ||
| 2018 Q2 | 1 | $117.5M | 15 | ||
| 2018 Q1 | 1 | $100.8M | 8 | ||
| 2017 Q4 | 1 | $109.3M | 15 | ||
| 2017 Q3 | 1 | $126.5M | 9 | ||
| 2017 Q2 | 1 | $116.0M | 17 | ||
| 2017 Q1 | 1 | $97.8M | 3 | ||
| 2016 Q4 | 1 | $100.6M | 1 | ||
| 2016 Q3 | 1 | $99.5M | 12 | ||
| 2016 Q2 | 1 | $112.1M | 9 | ||
| 2016 Q1 | 1 | $102.3M | 33 | ||
| 2015 Q4 | 1 | $143.4M | 5 | ||
| 2015 Q3 | 1 | $150.4M | 11 | ||
| 2015 Q2 | 1 | $168.1M | 12 | ||
| 2015 Q1 | 1 | $189.9M | 2 | ||
| 2014 Q4 | 1 | $185.4M | 27 | ||
| 2014 Q3 | 1 | $141.2M | 2 | ||
| 2014 Q2 | 1 | $138.9M | 1 | ||
| 2014 Q1 | 1 | $139.7M | 0 |
Holding changes this quarter
734 Agriculture, LLC's most significant position changes for 2018-12-31: Trim: Alico Inc (ALCO) — shares -14.17%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALCO | Alico Inc | — | -14.17% | Trim |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is 734 Agriculture, LLC and what type of investor is it?
734 Agriculture, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2018-12-31), the firm manages a tracked equity portfolio valued at approximately $93.8M, spread across 1 disclosed positions.
What are 734 Agriculture, LLC's largest equity positions?
Based on the latest 13F filing, 734 Agriculture, LLC's top holdings by market value are:
1. Alico Inc (ALCO) — $93.8M (100.0%)
What changes did 734 Agriculture, LLC make in its most recent portfolio filing?
In the latest quarter, 734 Agriculture, LLC took a more defensive posture — trimming 1 positions and completely exiting 0 holdings. The largest of these moves: Trim: Alico Inc (ALCO) — shares -14.17%
What sectors does 734 Agriculture, LLC focus on?
Sector breakdown data is not yet available for 734 Agriculture, LLC. Check back after the next 13F processing cycle.
Investment Profile
734 Agriculture, LLC's portfolio is concentrated and moderately active.
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Developer Access
Access 734 Agriculture, LLC's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/734-agriculture-llcCLI
npx alphasmo institutions get 734-agriculture-llc