KC
Koonce Calvin Scott Historical SEC 13F Holdings & Archive (Q4 2023)
Koonce Calvin ScottCIK: 0001026013
Concentrated strategySector-focusedLong-term holder
Total reported value
$120.7M
Reporting period: 2023-12-31 · Number of holdings: 2
KOONCE CALVIN SCOTT disclosed 2 holdings in its latest 13F filing for the period ending 2023-12-31, with total reported value of $120.7M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 4
- Sizing Uniformity
- 85.87
Koonce Calvin Scott's disclosed holdings carry a Herfindahl concentration index of 0.999 — mathematically equivalent to about 1 equally-sized positions, well below its 2 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.41), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
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 | VSEC | Vse CORP | Stock-Industrials | 99.95% | — | — | |
| 2 | BTE | Baytex Energy CORP | Stock-Other | 0.05% | — | — |
Portfolio Performance
Performance for Q3 2026
+16.6%
Performance Last 4 Quarters
+33.2%
- Stdev
- +39.6%
- Beta
- +0.96
- Alpha
- +34%
- Max Drawdown
- -24.3%
- Annualized Perf
- +56.7%
- Batting Avg vs S&P
- +63.9%
- Sortino
- +2.58
- Stutzer
- +0.39
- Treynor
- +0.55
- Sterling
- +2.21
- Calmar
- +2.33
- Information Ratio
- +0.88
- Tracking Error
- +37.6%
- Stdev Down
- +20.7%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +114.1%
- Worst 12 Months
- +24.4%
- Efficiency Ratio
- +0.81
- Sharpe
- +1.34
- Stdev Sectors
- 0%
- Skewness
- -0.15
- Kurtosis
- -0.36
- Upside Potential
- +4.13
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2023 Q4 | 2 | $120.7M | 0 | ||
| 2023 Q3 | 2 | $94.3M | 0 | ||
| 2023 Q2 | 2 | $102.2M | 0 | ||
| 2023 Q1 | 1 | $83.8M | 0 | ||
| 2022 Q4 | 1 | $87.4M | 0 | ||
| 2022 Q3 | 1 | $66.0M | 0 | ||
| 2022 Q2 | 1 | $70.1M | 0 | ||
| 2022 Q1 | 1 | $86.0M | 0 | ||
| 2021 Q4 | 1 | $113.6M | 0 | ||
| 2021 Q3 | 1 | $89.8M | 0 | ||
| 2021 Q2 | 1 | $92.3M | 89 | ||
| 2021 Q1 | 1 | $73.7M | 3 | ||
| 2020 Q4 | 1 | $71.7M | 23 | ||
| 2020 Q3 | 1 | $57.1M | 2 | ||
| 2020 Q2 | 1 | $58.5M | 63 | ||
| 2020 Q1 | 1 | $30.5M | 79 | ||
| 2019 Q4 | 1 | $70.8M | 11 | ||
| 2019 Q3 | 1 | $63.4M | 17 | ||
| 2019 Q2 | 1 | $53.3M | 9 | ||
| 2019 Q1 | 1 | $58.6M | 6 | ||
| 2018 Q4 | 1 | $55.4M | 10 | ||
| 2018 Q3 | 1 | $61.2M | 36 | ||
| 2018 Q2 | 1 | $88.3M | 8 | ||
| 2018 Q1 | 1 | $95.6M | 7 | ||
| 2017 Q4 | 1 | $89.5M | 16 | ||
| 2017 Q3 | 1 | $105.1M | 23 | ||
| 2017 Q2 | 1 | $83.1M | 10 | ||
| 2017 Q1 | 1 | $75.4M | 5 | ||
| 2016 Q4 | 1 | $71.7M | 13 | ||
| 2016 Q3 | 1 | $62.7M | 2 | ||
| 2016 Q2 | 1 | $61.6M | 2 | ||
| 2016 Q1 | 1 | $62.7M | 9 | ||
| 2015 Q4 | 1 | $57.4M | 43 | ||
| 2015 Q3 | 1 | $36.9M | 29 | ||
| 2015 Q2 | 1 | $49.3M | 42 | ||
| 2015 Q1 | 1 | $75.5M | 22 | ||
| 2014 Q4 | 1 | $60.7M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Koonce Calvin Scott and what type of investor is it?
Koonce Calvin Scott 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 (2023-12-31), the firm manages a tracked equity portfolio valued at approximately $120.7M, spread across 2 disclosed positions.
What are Koonce Calvin Scott's largest equity positions?
Based on the latest 13F filing, Koonce Calvin Scott's top holdings by market value are:
1. Vse CORP (VSEC) — $120.6M (100.0%)
2. Baytex Energy CORP (BTE) — $62.2K (0.1%)
What changes did Koonce Calvin Scott make in its most recent portfolio filing?
No notable portfolio changes were recorded for Koonce Calvin Scott in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Koonce Calvin Scott focus on?
Koonce Calvin Scott is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 100.0%
Investment Profile
Koonce Calvin Scott returned an annualized 56.7% over the trailing 36 months — outperforming the S&P 500 by 34.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.96 (roughly in line with the market) and a 64% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 100.0% of the portfolio concentrated in Industrials.
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Developer Access
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