LC
Lightyear Capital LLC Historical SEC 13F Holdings & Archive (Q1 2017)
Lightyear Capital LLCCIK: 0001632899
Concentrated strategy
Total reported value
$88.6M
Reporting period: 2017-03-31 · Number of holdings: 1
Lightyear Capital LLC disclosed 1 holdings in its latest 13F filing for the period ending 2017-03-31, with total reported value of $88.6M and a quarterly turnover rate of 30.9%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 30.86
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
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.govAdd 147154207
0.0% -$4.7M
Sold out 984305102
Holdings Map
💡
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.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Cascade Bancorp | Stock-Other | 100.00% | +22.84% | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2017 Q1 | 1 | $88.6M | 31 | 1147154 | |
| 2016 Q4 | 2 | $121.0M | 45 | 11471542984305 | |
| 2016 Q3 | 2 | $130.0M | 30 | 11471542984305 | |
| 2016 Q2 | 3 | $155.5M | 9 | 11471542984305342983D | |
| 2016 Q1 | 3 | $146.1M | 8 | 11471542984305342983D | |
| 2015 Q4 | 3 | $149.2M | 18 | 11471542984305342983D | |
| 2015 Q3 | 3 | $124.7M | 8 | 11471542984305342983D | |
| 2015 Q2 | 3 | $127.6M | 8 | 11471542984305342983D | |
| 2015 Q1 | 3 | $117.9M | 14 | 11471542984305342983D | |
| 2014 Q4 | 3 | $133.1M | 0 | 11471542984305342983D |
Holding changes this quarter
Lightyear Capital LLC's most significant position changes for 2017-03-31: Sold out: Yadkin Financial CORP.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Cascade Bancorp | +22.8% | — | Unchanged |
| 2 | ✓ | Yadkin Financial CORP | — | EXIT | Sold out |
Filing History
FAQ
What is Lightyear Capital LLC and what type of investor is it?
Lightyear Capital 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 (2017-03-31), the firm manages a tracked equity portfolio valued at approximately $88.6M, spread across 1 disclosed positions.
What are Lightyear Capital LLC's largest equity positions?
Based on the latest 13F filing, Lightyear Capital LLC's top holdings by market value are:
1. Cascade Bancorp — $88.6M (100.0%)
What changes did Lightyear Capital LLC make in its most recent portfolio filing?
In the latest quarter, Lightyear Capital LLC took a more defensive posture — trimming 0 positions and completely exiting 1 holdings. The largest of these moves: Sold out: Yadkin Financial CORP
What sectors does Lightyear Capital LLC focus on?
Sector breakdown data is not yet available for Lightyear Capital LLC. Check back after the next 13F processing cycle.
Investment Profile
Lightyear Capital LLC's portfolio is concentrated and moderately active.
Its turnover score has risen from 8 to 31 over the past 4 quarters — a shift toward more active trading.
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Developer Access
Access Lightyear Capital LLC's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/lightyear-capital-llcCLI
npx alphasmo institutions get lightyear-capital-llc