IC
Iszo Capital LP Historical SEC 13F Holdings & Archive (Q4 2013)
Iszo Capital LPCIK: 0001484190
Concentrated strategyLong-term holderQuality / disciplined sizing
Total reported value
$135.1M
Reporting period: 2013-12-31 · Number of holdings: 10
ISZO CAPITAL LP disclosed 10 holdings in its latest 13F filing for the period ending 2013-12-31, with total reported value of $135.1M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 20
- Sizing Uniformity
- 76.14
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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 | ✓ | Taro Pharmaceutical Inds LTD | Stock-Other | 77.66% | — | — | — |
| 2 | UHAL | U-haul Holding Co | Stock-Other | 6.40% | — | — | — |
| 3 | NVGS | Navigator Holdings Ltd. | Stock-Other | 5.50% | — | — | — |
| 4 | GLDD | Great Lakes Dredge & Dock Co | Stock-Other | 3.01% | — | — | — |
| 5 | ✓ | Depomed Inc | Stock-Other | 1.80% | — | — | — |
| 6 | ✓ | Aegerion Pharmaceuticals Inc | Stock-Other | 1.74% | — | — | — |
| 7 | ✓ | Stock-Other | 1.67% | — | — | — | |
| 8 | ✓ | Xerium Technologies Inc | Stock-Other | 1.26% | — | — | — |
| 9 | ✓ | Ambac Financial Group Wt 4/30/2023 | Stock-Other | 0.67% | — | — | — |
| 10 | CVA1EUR | Covanta Holding CORP | Stock-Other | 0.30% | — | — | — |
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Iszo Capital LP and what type of investor is it?
Iszo Capital LP 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 (2013-12-31), the firm manages a tracked equity portfolio valued at approximately $135.1M, spread across 10 disclosed positions.
What are Iszo Capital LP's largest equity positions?
Based on the latest 13F filing, Iszo Capital LP's top holdings by market value are:
1. Taro Pharmaceutical Inds LTD — $104.9M (77.7%)
2. U-haul Holding Co (UHAL) — $8.6M (6.4%)
3. Navigator Holdings Ltd. (NVGS) — $7.4M (5.5%)
4. Great Lakes Dredge & Dock Co (GLDD) — $4.1M (3.0%)
5. Depomed Inc — $2.4M (1.8%)
What changes did Iszo Capital LP make in its most recent portfolio filing?
No notable portfolio changes were recorded for Iszo Capital LP in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Iszo Capital LP focus on?
Sector breakdown data is not yet available for Iszo Capital LP. Check back after the next 13F processing cycle.
Investment Profile
Iszo Capital LP's portfolio is concentrated and long-term-holding.
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Developer Access
Access Iszo Capital LP's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/iszo-capital-lpCLI
npx alphasmo institutions get iszo-capital-lp