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CIK: 0002026217
Total reported value
$257.6M
$257.6M
8 檔
64.5%
During the Q4 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 8 reported positions.
In Q4 2025, Inherent Management Corp. displayed an active expansion posture, initiating 1 new positions and adding to 2 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 37.55% | -14.74% | — | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 14.34% | -1.37% | — | |
| 3 | PAX | Patria Investments Limited | Stock-Other | 12.10% | +20.58% | NEW | |
| 4 | NEE | Nextera Energy Inc | Stock-Utilities | 10.71% | -3.74% | — | |
| 5 | SHC | Sotera Health Co | Stock-Other | 10.62% | -0.66% | +20.57% | |
| 6 | URTH | Ishares Msci World ETF | ETF-Other | 5.78% | -0.78% | — | |
| 7 | TDG | Transdigm Group Inc | Stock-Industrials | 5.25% | -0.72% | — | |
| 8 | EVTL | Vertical Aerospace Ltd. | Stock-Other | 3.64% | -0.98% | +151.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EVTL | Vertical Aerospace Ltd. | +2.1% | +151.30% | Add |
| 2 | SHC | Sotera Health Co | +1.9% | +20.57% | Add |
| 3 | PAX | Patria Investments Limited | -0.3% | — | Unchanged |
| 4 | URTH | Ishares Msci World ETF | -0.5% | — | Unchanged |
| 5 | NEE | Nextera Energy Inc | -0.5% | — | Unchanged |
| 6 | IEMG | Ishares Core Msci Emerging | -1.4% | — | Unchanged |
| 7 | VEA | Vanguard Ftse Developed ETF | -2.7% | — | Unchanged |
| 8 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 9 | ONL | Orion Properties Inc. | — | 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 8 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, IEMG, PAX) accounted for 64.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
TDG
市值: $10.2M
Top Position Liquidated / Trimmed
ONL
前期市值: $6.5M
During Q4 2025, Inherent Management Corp.'s top holdings by market value included VEA (37.5%)、IEMG (14.3%)、PAX (12.1%). The largest single position, VEA, represented 37.5% of total portfolio value.
In Q4 2025, Inherent Management Corp. made 4 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 0 holdings, and fully liquidating 1 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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