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CIK: 0001512944
Total reported value
—
$178.1M
20 檔
83.7%
During the Q4 2024 filing period, Hall Kathryn A. (CIK: 0001512944) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $178.1M across 20 reported positions.
In Q4 2024, Hall Kathryn A. adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 31 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GAP | Gap Inc/the | Stock-Consumer Disc | 44.97% | — | — | |
| 2 | LEVI | Levi Strauss & Co- Class A | Stock-Other | 20.99% | — | — | |
| 3 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 7.26% | — | — | |
| 4 | T | At&t Inc | Stock-Comm Services | 6.92% | — | — | |
| 5 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 3.53% | — | — | |
| 6 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 3.35% | — | — | |
| 7 | LLYVK* | Liberty Media Corp-liberty-c | Stock-Other | 2.12% | — | — | |
| 8 | LBTYA | Liberty Global Ltd. | Stock-Other | 1.80% | — | — | |
| 9 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 1.62% | — | — | |
| 10 | SNREN | Sunrise Communicat-cl A | Stock-Other | 1.57% | — | — | |
| 11 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.27% | — | — | |
| 12 | LBRDA | Liberty Broadband-a | Stock-Other | 1.06% | — | — | |
| 13 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 1.00% | — | — | |
| 14 | LLYVA* | Liberty Media Corp-liberty-a | Stock-Other | 0.88% | — | — | |
| 15 | LBTYA | Liberty Global Ltd. | Stock-Other | 0.58% | — | — | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.38% | — | — | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.28% | — | — | |
| 18 | QBTS | D-wave Quantum Inc | Stock-Tech | 0.18% | — | — | |
| 19 | SFIX | Stitch Fix Inc-class A | Stock-Other | 0.16% | — | — | |
| 20 | QVCAUSD | Qurate Retail Inc-series A | Stock-Other | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GAP | Gap Inc/the | +29.3% | — | Unchanged |
| 2 | LEVI | Levi Strauss & Co- Class A | +11.1% | — | Unchanged |
| 3 | T | At&t Inc | +4.4% | — | Unchanged |
| 4 | CMCSA | Comcast Corp-class A | +4.2% | — | Unchanged |
| 5 | LBRDK | Liberty Broadband-c | +2.2% | — | Unchanged |
| 6 | SIRI | Sirius Xm Holdings Inc | +2.1% | — | Unchanged |
| 7 | SNREN | Sunrise Communicat-cl A | +1.6% | NEW | New buy |
| 8 | LLYVK* | Liberty Media Corp-liberty-c | +1.5% | — | Unchanged |
| 9 | WBD | Warner Bros Discovery Inc | +1.2% | — | Unchanged |
| 10 | EXPE | Expedia Group Inc | +0.9% | — | Unchanged |
| 11 | LBTYA | Liberty Global Ltd. | +0.7% | — | Unchanged |
| 12 | FWONK | Liberty Media Corp-formula-c | +0.7% | — | Unchanged |
| 13 | LBRDA | Liberty Broadband-a | +0.7% | — | Unchanged |
| 14 | LLYVA* | Liberty Media Corp-liberty-a | +0.6% | — | Unchanged |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | Unchanged |
| 16 | LBTYA | Liberty Global Ltd. | +0.2% | — | Unchanged |
| 17 | DIS | Walt Disney Co/the | +0.2% | — | Unchanged |
| 18 | QBTS | D-wave Quantum Inc | +0.2% | NEW | New buy |
| 19 | SFIX | Stitch Fix Inc-class A | +0.2% | NEW | New buy |
| 20 | QVCAUSD | Qurate Retail Inc-series A | 0% | — | Unchanged |
| 21 | MDY | State Street Spdr S&p Midcap | -0.1% | EXIT | Sold out |
| 22 | IJH | Ishares Core S&p Midcap ETF | -0.1% | EXIT | Sold out |
| 23 | ESGV | Vanguard Esg US Stock ETF | -0.1% | EXIT | Sold out |
| 24 | IJR | Ishares Core S&p Small-cap E | -0.1% | EXIT | Sold out |
| 25 | BSV | Vanguard Short-term Bond ETF | -0.2% | EXIT | Sold out |
| 26 | IWM | Ishares Russell 2000 ETF | -0.2% | EXIT | Sold out |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.2% | EXIT | Sold out |
| 28 | IGM | Ishares Expanded Tech Sector | -0.2% | EXIT | Sold out |
| 29 | GS | Goldman Sachs Group Inc | -0.3% | EXIT | Sold out |
| 30 | IVW | Ishares S&p 500 Growth ETF | -0.3% | EXIT | Sold out |
| 31 | XLY | Ss Consumer Disc Select Sect | -0.3% | EXIT | Sold out |
| 32 | PRU | Prudential Financial Inc | -0.4% | EXIT | Sold out |
| 33 | VEU | Vanguard Ftse All-world Ex-u | -0.4% | EXIT | Sold out |
| 34 | VO | Vanguard Mid-cap ETF | -0.5% | EXIT | Sold out |
| 35 | IWR | Ishares Russell Mid-cap ETF | -0.5% | EXIT | Sold out |
| 36 | VOT | Vanguard Mid-cap Growth ETF | -0.5% | EXIT | Sold out |
| 37 | VSGX | Vanguard Esg Intl Stock ETF | -0.6% | EXIT | Sold out |
| 38 | IWD | Ishares Russell 1000 Value E | -0.8% | EXIT | Sold out |
| 39 | BND | Vanguard Total Bond Market | -1% | EXIT | Sold out |
| 40 | IWF | Ishares Russell 1000 Growth | -1% | EXIT | Sold out |
| 41 | VT | Vanguard Tot World Stk ETF | -1% | EXIT | Sold out |
| 42 | HEFA | Isha Curr Hedged Msci Eafe | -1.2% | EXIT | Sold out |
| 43 | VV | Vanguard Large-cap ETF | -1.2% | EXIT | Sold out |
| 44 | XLK | Ss Technology Select Sector | -1.4% | EXIT | Sold out |
| 45 | HEDJ | Wisdomtree Europe Hedged Equ | -1.5% | EXIT | Sold out |
| 46 | VTI | Vanguard Total Stock Mkt ETF | -1.8% | EXIT | Sold out |
| 47 | EFA | Ishares Msci Eafe ETF | -1.8% | EXIT | Sold out |
| 48 | IWB | Ishares Russell 1000 ETF | -2.3% | EXIT | Sold out |
| 49 | RSP | Invesco S&p 500 Equal Weight | -2.6% | EXIT | Sold out |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -8.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Hall Kathryn A. reported a total U.S. public equity portfolio value of $178.1M across 20 disclosed positions in Q4 2024.
During Q4 2024, Hall Kathryn A.'s top holdings by market value included GAP (45.0%)、LEVI (21.0%)、CMCSA (7.3%). The largest single position, GAP, represented 45.0% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GAP, LEVI, CMCSA) accounted for 83.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
SNREN
市值: $2.8M
Top Position Liquidated / Trimmed
VOO
前期市值: $149.2M
In Q4 2024, Hall Kathryn A. made 34 total portfolio adjustments, initiating 3 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 31 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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