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CIK: 0002026217
Total reported value
$257.6M
$257.6M
2 檔
13.9%
During the Q1 2025 filing period, Inherent Management Corp. (CIK: 0002026217) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $257.6M across 2 reported positions.
In Q1 2025, Inherent Management Corp. adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 74.05% | -14.74% | — | |
| 2 | URTH | Ishares Msci World ETF | ETF-Other | 25.95% | -0.78% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | 07WA | Mr Cooper Group Inc | — | EXIT | Sold out |
| 2 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 3 | IEMG | Ishares Core Msci Emerging | — | EXIT | Sold out |
| 4 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 5 | PAX | Patria Investments Limited | — | EXIT | Sold out |
| 6 | ONL | Orion Properties Inc. | — | EXIT | Sold out |
| 7 | BLDR | Builders Firstsource Inc | — | EXIT | Sold out |
| 8 | URTH | Ishares Msci World ETF | — | NEW | New buy |
| 9 | SHC | Sotera Health Co | — | EXIT | Sold out |
| 10 | GROV | Grove Collaborative Holdings | — | EXIT | Sold out |
According to official SEC Form 13F filings, Inherent Management Corp. reported a total U.S. public equity portfolio value of $257.6M across 2 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, URTH) accounted for 13.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VEA
市值: $26.5M
Top Position Liquidated / Trimmed
07WA
前期市值: $35.6M
During Q1 2025, Inherent Management Corp.'s top holdings by market value included VEA (74.0%)、URTH (25.9%). The largest single position, VEA, represented 74.0% of total portfolio value.
In Q1 2025, Inherent Management Corp. made 10 total portfolio adjustments, initiating 2 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 8 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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