GJ
Goff John C Historical SEC 13F Holdings & Archive (Q3 2023)
Goff John CCIK: 0001040463
Concentrated strategySector-focusedLong-term holder
Total reported value
$70.7M
Reporting period: 2023-09-30 · Number of holdings: 7
GOFF JOHN C disclosed 7 holdings in its latest 13F filing for the period ending 2023-09-30, with total reported value of $70.7M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 14
- Sizing Uniformity
- 78.35
Goff John C's disclosed holdings carry a Herfindahl concentration index of 0.717 — mathematically equivalent to about 1 equally-sized positions, well below its 7 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.17), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
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 | CRGY | Crescent Energy Inc-a | Stock-Energy | 83.73% | — | — | |
| 2 | PINE | Alpine Income Property Trust | Stock-Other | 12.37% | — | — | |
| 3 | ✓ | Gamesquare Hldgs Inc | Stock-Other | 2.35% | — | — | |
| 4 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.65% | — | -2.64% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | — | — | |
| 6 | HLLY | Holley Inc | Stock-Other | 0.37% | — | — | |
| 7 | FIP | Ftai Infrastructure Inc | Stock-Other | 0.06% | — | — |
Portfolio Performance
Performance for Q3 2026
+13.8%
Performance Last 4 Quarters
+44.8%
- Stdev
- +36.1%
- Beta
- +0.57
- Alpha
- +0.9%
- Max Drawdown
- -39.5%
- Annualized Perf
- +6%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +0.53
- Stutzer
- +0.1
- Treynor
- +0.22
- Sterling
- +0.17
- Calmar
- +0.15
- Information Ratio
- -0.22
- Tracking Error
- +35.8%
- Stdev Down
- +23%
- Winning Months %
- +55.6%
- Losing Months %
- +44.4%
- Best 12 Months
- +65.2%
- Worst 12 Months
- -32.1%
- Efficiency Ratio
- +0.06
- Sharpe
- +0.34
- Stdev Sectors
- +46.2%
- Skewness
- -0.05
- Kurtosis
- -0.74
- Upside Potential
- +2.51
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Goff John C and what type of investor is it?
Goff John C 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 (2023-09-30), the firm manages a tracked equity portfolio valued at approximately $70.7M, spread across 7 disclosed positions.
What are Goff John C's largest equity positions?
Based on the latest 13F filing, Goff John C's top holdings by market value are:
1. Crescent Energy Inc-a (CRGY) — $59.2M (83.7%)
2. Alpine Income Property Trust (PINE) — $8.8M (12.4%)
3. Gamesquare Hldgs Inc — $1.7M (2.4%)
4. FTAI Aviation Ltd. (FTAI) — $459.2K (0.7%)
5. Microsoft CORP (MSFT) — $328.4K (0.5%)
What changes did Goff John C make in its most recent portfolio filing?
No notable portfolio changes were recorded for Goff John C in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Goff John C focus on?
Goff John C is concentrated in the following sectors based on its current disclosed equity portfolio:
• Energy: 98.7%
• Industrials: 0.8%
• Information Technology: 0.6%
* 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.
Investment Profile
Goff John C returned an annualized 6.0% over the trailing 36 months — outperforming the S&P 500 by 0.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.56 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 98.7% of the portfolio concentrated in Energy.
It has added to its HLLY position for two straight quarters, increasing it by $119.3K to reach $264.5K.
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FC
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Developer Access
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