KS
Klinsky Steven B Historical SEC 13F Holdings & Archive (Q2 2015)
Klinsky Steven BCIK: 0001018327
Concentrated strategyMomentum followerQuality / disciplined sizing
Total reported value
$220.4M
Reporting period: 2015-06-30 · Number of holdings: 3
KLINSKY STEVEN B disclosed 3 holdings in its latest 13F filing for the period ending 2015-06-30, with total reported value of $220.4M and a quarterly turnover rate of 6.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 5.95
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 6
- Sizing Uniformity
- 93.03
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.govTrim BLPHEUR
0.0% -$6.1M
Add EVER
-3.7% $6.3M
Add NMFC
+2.3% $741.0K
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 | EVER | EverQuote, Inc. | Stock-Other | 60.02% | +2.60% | -3.68% | |
| 2 | NMFC | New Mountain Finance CORP | Stock-Other | 22.49% | +0.24% | +2.29% | |
| 3 | BLPHEUR | Bellerophon Therapeutics Inc | Stock-Other | 17.48% | -2.85% | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Klinsky Steven B's most significant position changes for 2015-06-30: Trim: EverQuote, Inc. (EVER) — shares -3.68%; Add: New Mountain Finance CORP (NMFC) — shares +2.29%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EVER | EverQuote, Inc. | +2.6% | -3.68% | Trim |
| 2 | NMFC | New Mountain Finance CORP | +0.2% | +2.29% | Add |
| 3 | BLPHEUR | Bellerophon Therapeutics Inc | -2.9% | — | Unchanged |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Klinsky Steven B and what type of investor is it?
Klinsky Steven B 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 (2015-06-30), the firm manages a tracked equity portfolio valued at approximately $220.4M, spread across 3 disclosed positions.
What are Klinsky Steven B's largest equity positions?
Based on the latest 13F filing, Klinsky Steven B's top holdings by market value are:
1. EverQuote, Inc. (EVER) — $132.3M (60.0%)
2. New Mountain Finance CORP (NMFC) — $49.6M (22.5%)
3. Bellerophon Therapeutics Inc (BLPHEUR) — $38.5M (17.5%)
What changes did Klinsky Steven B make in its most recent portfolio filing?
In the latest reported quarter, Klinsky Steven B made 2 notable position adjustments: 0 new positions were initiated, 1 existing holdings were added to, 1 positions were partially reduced, and 0 were completely exited. The largest of these moves: Trim: EverQuote, Inc. (EVER) — shares -3.68%; Add: New Mountain Finance CORP (NMFC) — shares +2.29%
What sectors does Klinsky Steven B focus on?
Sector breakdown data is not yet available for Klinsky Steven B. Check back after the next 13F processing cycle.
Investment Profile
Klinsky Steven B's portfolio is concentrated and long-term-holding.
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Developer Access
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