Cohen Lawrence B — 13F Filings Deep Dive

Cohen Lawrence B's disclosed holdings carry a Herfindahl concentration index of 0.187 — mathematically equivalent to about 5 equally-sized positions, close to its 6 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.

Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.38), suggesting a disciplined, rules-based approach to how much capital goes into each idea.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.