LE
Lee Equity Partners, LLC Historical SEC 13F Holdings & Archive (Q4 2018)
Lee Equity Partners, LLCCIK: 0001408700
High-turnover traderConcentrated strategyContrarian
Total reported value
$71.1M
Reporting period: 2018-12-31 · Number of holdings: 2
Lee Equity Partners, LLC disclosed 2 holdings in its latest 13F filing for the period ending 2018-12-31, with total reported value of $71.1M and a quarterly turnover rate of 100.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 100
- Momentum
- 0
- Sector conviction
- 0
- Diversification
- 4
- Sizing Uniformity
- 94.17
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 PZZA
0.0% -$7.5M
New buy IBTXUSD
Sold out UAMUSD
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 | IBTXUSD | Independent Bank Group Inc | Stock-Other | 70.61% | +70.61% | NEW | |
| 2 | PZZA | Papa John's International, Inc. | Stock-Other | 29.39% | -11.77% | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Lee Equity Partners, LLC's most significant position changes for 2018-12-31: New buy: Independent Bank Group Inc (IBTXUSD); Sold out: Universal American CORP (UAMUSD).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PZZA | Papa John's International, Inc. | -11.8% | — | Unchanged |
| 2 | IBTXUSD | Independent Bank Group Inc | — | NEW | New buy |
| 3 | UAMUSD | Universal American CORP | — | EXIT | Sold out |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Lee Equity Partners, LLC and what type of investor is it?
Lee Equity Partners, LLC 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 (2018-12-31), the firm manages a tracked equity portfolio valued at approximately $71.1M, spread across 2 disclosed positions.
What are Lee Equity Partners, LLC's largest equity positions?
Based on the latest 13F filing, Lee Equity Partners, LLC's top holdings by market value are:
1. Independent Bank Group Inc (IBTXUSD) — $50.2M (70.6%)
2. Papa John's International, Inc. (PZZA) — $20.9M (29.4%)
What changes did Lee Equity Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Lee Equity Partners, LLC made 2 notable position adjustments: 1 new positions were initiated, 0 existing holdings were added to, 0 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Independent Bank Group Inc (IBTXUSD); Sold out: Universal American CORP (UAMUSD)
What sectors does Lee Equity Partners, LLC focus on?
Sector breakdown data is not yet available for Lee Equity Partners, LLC. Check back after the next 13F processing cycle.
Investment Profile
Lee Equity Partners, LLC's portfolio is concentrated and fast-trading.
Its turnover score has risen from 17 to 100 over the past 4 quarters — a shift toward more active trading.
It has trimmed its PZZA position for two straight quarters, cutting it by $8.3M while still holding $20.9M.
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Developer Access
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REST API
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