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LC

Lucerne Capital Management LP 13F Holdings Breakdown

CIK: 0001218961

High-turnover traderConcentrated strategyMomentum follower

Total reported value

$300.0K

Reporting period: 2020-09-30 · Number of holdings: 2

LUCERNE CAPITAL MANAGEMENT LP disclosed 2 holdings in its latest 13F filing for the period ending 2020-09-30, with total reported value of $300.0K and a quarterly turnover rate of 99.3%.

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Personality snowflake

Concentration: 100
Portfolio Stability: 99.25
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 4
Sizing Uniformity: 89.16

Recent moves

Trim OPTU
+218.2%　$164.0K
New buy 400110102

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	OPTU	Optimum Communications Inc-a	Stock-Comm Services	88.33%	-11.67%	+218.25%
2	✓		Stock-Other	11.67%	+11.67%	NEW

Portfolio Performance

Not enough priced holdings yet to compute performance

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2020-09-30	2	$300.0K	99	1OPTU2400110 Top holdings2020-09-30 1.OPTU 2.400110
2020-06-30	1	$101.0K	100	1OPTU Top holdings2020-06-30 1.OPTU
2020-03-31	1	—	100
2019-12-31	2	$79.2M	77	1OPTU Top holdings2019-12-31 1.OPTU
2019-09-30	2	$178.2M	6	1OPTU Top holdings2019-09-30 1.OPTU
2019-06-30	2	$168.7M	13	1OPTU Top holdings2019-06-30 1.OPTU
2019-03-31	2	$151.2M	24	1OPTU202156K Top holdings2019-03-31 1.OPTU 2.02156K
2018-12-31	2	$118.3M	19	1OPTU202156K Top holdings2018-12-31 1.OPTU 2.02156K
2018-09-30	1	$141.9M	8	1OPTU Top holdings2018-09-30 1.OPTU
2018-06-30	1	$131.5M	5	1OPTU Top holdings2018-06-30 1.OPTU
2018-03-31	1	$137.8M	6	1OPTU Top holdings2018-03-31 1.OPTU
2017-12-31	1	$129.7M	0	1OPTU Top holdings2017-12-31 1.OPTU

Holding changes this quarter

Lucerne Capital Management LP's most significant position changes for 2020-09-30: New buy: ; Add: Optimum Communications Inc-a (OPTU) — shares +218.25%.

Position changes disclosed by Lucerne Capital Management LP for the quarter ending 2020-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	OPTU	Optimum Communications Inc-a	-11.7%	+218.25%	Add
2	✓		—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2020-09-30	2020-11-02	13F-HR	View on EDGAR
2020-06-30	2020-08-10	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-02-04	13F-HR	View on EDGAR
2019-09-30	2019-11-01	13F-HR	View on EDGAR
2019-06-30	2019-08-01	13F-HR	View on EDGAR
2019-03-31	2019-05-08	13F-HR	View on EDGAR
2018-12-31	2019-02-11	13F-HR	View on EDGAR
2018-09-30	2018-11-05	13F-HR	View on EDGAR
2018-06-30	2018-08-06	13F-HR	View on EDGAR
2018-03-31	2018-05-09	13F-HR	View on EDGAR
2017-12-31	2018-02-05	13F-HR	View on EDGAR

FAQ

What is Lucerne Capital Management LP and what type of investor is it?

Lucerne Capital Management LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2020-09-30), the firm manages a tracked equity portfolio valued at approximately $300.0K, spread across 2 disclosed positions.

What are Lucerne Capital Management LP's largest equity positions?

Based on the latest 13F filing, Lucerne Capital Management LP's top holdings by market value are: 1. Optimum Communications Inc-a (OPTU) — $265.0K (88.3%) 2. — $35.0K (11.7%)

What changes did Lucerne Capital Management LP make in its most recent portfolio filing?

In the latest quarter, Lucerne Capital Management LP was primarily adding exposure — initiating 1 new positions and adding to 1 existing holdings. The largest of these moves: New buy: ; Add: Optimum Communications Inc-a (OPTU) — shares +218.25%

What sectors does Lucerne Capital Management LP focus on?

Lucerne Capital Management LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Communication Services: 100.0%

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Similar Holdings Style

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