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CIK: 0001475770
Total reported value
—
$81.2M
9 檔
94.2%
According to the latest 13F quarterly dataset, Cowen Investment Management LLC managed an equity portfolio of $81.2M at the end of Q1 2024, spanning 9 distinct U.S. exchange-listed positions.
During Q1 2024, Cowen Investment Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SMFG | Sumitomo Mitsui-spons Adr | Stock-Financials | 47.83% | — | -20.47% | |
| 2 | LYG | Lloyds Banking Group Plc-adr | Stock-Financials | 14.09% | — | — | |
| 3 | HTZWW | Hertz Global Hldgs Inc -cw51 | Stock-Other | 13.24% | — | +65.51% | |
| 4 | STHO | Star Holdings | Stock-Other | 13.15% | — | -23.73% | |
| 5 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 5.89% | — | +115.76% | |
| 6 | LBRDA | Liberty Broadband-a | Stock-Other | 5.44% | — | +118.74% | |
| 7 | ✓ | Stock-Other | 0.22% | — | — | ||
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.12% | — | -52.63% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.02% | — | — |
According to official SEC Form 13F filings, Cowen Investment Management LLC reported a total U.S. public equity portfolio value of $81.2M across 9 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SMFG, LYG, HTZWW) accounted for 94.2% of total reported equity market value during Q1 2024.
During Q1 2024, Cowen Investment Management LLC's top holdings by market value included SMFG (47.8%)、LYG (14.1%)、HTZWW (13.2%). The largest single position, SMFG, represented 47.8% of total portfolio value.
In Q1 2024, Cowen Investment Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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