LS
Loukas Stephen Historical SEC 13F Holdings & Archive (Q3 2019)
Loukas StephenCIK: 0001569515
Concentrated strategyLong-term holder
Total reported value
$108.0K
Reporting period: 2019-09-30 · Number of holdings: 1
Loukas Stephen disclosed 1 holdings in its latest 13F filing for the period ending 2019-09-30, with total reported value of $108.0K and a quarterly turnover rate of 9.7%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 9.71
- 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.govUnchanged MCCUSD
0.0% $10.0K
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 | MCCUSD | Medley Capital CORP | Stock-Other | 100.00% | — | — |
* 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.
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 | |
|---|---|---|---|---|---|
| 2019 Q3 | 1 | $108.0K | 10 | ||
| 2019 Q2 | 1 | $98.0K | 100 | ||
| 2017 Q1 | 1 | $136.0K | 26 | ||
| 2016 Q4 | 1 | $105.0K | 49 | ||
| 2016 Q3 | 1 | $174.0K | 1 | ||
| 2016 Q2 | 1 | $176.0K | 100 | ||
| 2016 Q1 | 1 | $1.3M | 13 | ||
| 2015 Q4 | 1 | $1.2M | 0 | ||
| 2015 Q3 | 1 | $1.2M | 88 | ||
| 2015 Q2 | 1 | $3.0M | 29 | ||
| 2015 Q1 | 1 | $2.3M | 3 | ||
| 2014 Q4 | 1 | $2.4M | 11 | ||
| 2014 Q3 | 1 | $2.6M | 14 | ||
| 2014 Q2 | 1 | $2.3M | 50 | ||
| 2014 Q1 | 1 | $1.4M | 0 | ||
| 2013 Q4 | 1 | $1.4M | 12 | ||
| 2013 Q3 | 1 | $1.5M | 11 | ||
| 2013 Q2 | 1 | $1.4M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MCCUSD | Medley Capital CORP | — | — | Unchanged |
Filing History
FAQ
What is Loukas Stephen and what type of investor is it?
Loukas Stephen 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 (2019-09-30), the firm manages a tracked equity portfolio valued at approximately $108.0K, spread across 1 disclosed positions.
What are Loukas Stephen's largest equity positions?
Based on the latest 13F filing, Loukas Stephen's top holdings by market value are:
1. Medley Capital CORP (MCCUSD) — $108.0K (100.0%)
What changes did Loukas Stephen make in its most recent portfolio filing?
No notable portfolio changes were recorded for Loukas Stephen in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Loukas Stephen focus on?
Sector breakdown data is not yet available for Loukas Stephen. Check back after the next 13F processing cycle.
Investment Profile
Loukas Stephen's portfolio is concentrated and long-term-holding.
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Developer Access
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