MM
Mark Morris Et Al Historical SEC 13F Holdings & Archive (Q2 2013)
Mark Morris Et AlCIK: 0000845833
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$278.4M
Reporting period: 2013-06-30 · Number of holdings: 238
MARK MORRIS ET AL disclosed 238 holdings in its latest 13F filing for the period ending 2013-06-30, with total reported value of $278.4M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 12.46
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 74.02
- Diversification
- 100
- Sizing Uniformity
- 83.57
Mark Morris Et Al's disclosed holdings carry a Herfindahl concentration index of 0.031 — mathematically equivalent to about 32 equally-sized positions, well below its 238 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 1.64), 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.
Sector classification currently covers about 34% 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.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 118 holdings (of 238 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc. | Stock-Comm Services | 6.00% | — | — | — |
| 2 | SBUX | Starbucks CORP | Stock-Consumer Disc | 4.84% | — | — | — |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.82% | — | — | — |
| 4 | ✓ | Yahoo Inc | Stock-Other | 4.78% | — | — | — |
| 5 | EOG | Eog Resources Inc | Stock-Energy | 4.71% | — | — | — |
| 6 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 4.67% | — | — | — |
| 7 | CME | Cme Group Inc | Stock-Financials | 4.38% | — | — | — |
| 8 | LEN | Lennar Corp-a | Stock-Consumer Disc | 4.35% | — | — | — |
| 9 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.82% | — | — | — |
| 10 | MGM | Mgm Resorts International | Stock-Consumer Disc | 3.34% | — | — | — |
| 11 | CTRA | Coterra Energy Inc | Stock-Energy | 3.17% | — | — | — |
| 12 | BXUSD | Blackstone Group Lp/the | Stock-Other | 3.12% | — | — | — |
| 13 | BKNG | Booking Holdings Inc. | Stock-Consumer Disc | 3.09% | — | — | — |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | — | — | — |
| 15 | CMI | Cummins Inc | Stock-Industrials | 2.84% | — | — | — |
| 16 | ✓ | Linkedin CORP | Stock-Other | 2.79% | — | — | — |
| 17 | BA | Boeing Co/the | Stock-Industrials | 2.10% | — | — | — |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 2.08% | — | — | — |
| 19 | RDN | Radian Group Inc | Stock-Financials | 1.99% | — | — | — |
| 20 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.80% | — | — | — |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.78% | — | — | — |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.78% | — | — | — |
| 23 | PXDEUR | Pioneer Natural Resources Co | Stock-Other | 1.57% | — | — | — |
| 24 | TMHC | Taylor Morrison Home CORP | Stock-Consumer Disc | 1.50% | — | — | — |
| 25 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 1.35% | — | — | — |
| 26 | CHTR | Charter Communications, Inc. | Stock-Comm Services | 1.34% | — | — | — |
| 27 | SWN1EUR | Southwestern Energy Co | Stock-Other | 1.30% | — | — | — |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 1.23% | — | — | — |
| 29 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 1.21% | — | — | — |
| 30 | LAB | Standard BioTools Inc. | Stock-Other | 1.08% | — | — | — |
| 31 | SNDK | Sandisk Corporation | Stock-Tech | 1.06% | — | — | — |
| 32 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.94% | — | — | — |
| 33 | RSG | Republic Services Inc | Stock-Industrials | 0.94% | — | — | — |
| 34 | LION | Lionsgate Studios Corp. | Stock-Other | 0.89% | — | — | — |
| 35 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.89% | — | — | — |
| 36 | GDOT | Green Dot Corp-class A | Stock-Other | 0.82% | — | — | — |
| 37 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.66% | — | — | — |
| 38 | GRPNCHF | Groupon Inc | Stock-Other | 0.64% | — | — | — |
| 39 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 0.54% | — | — | — |
| 40 | MU | Micron Technology Inc | Stock-Tech | 0.46% | — | — | — |
| 41 | JCPCHF | Old Copper Co Inc | Stock-Other | 0.45% | — | — | — |
| 42 | USA | Liberty All-Star Equity Fund | Stock-Other | 0.37% | — | — | — |
| 43 | MTG | Mgic Investment CORP | Stock-Financials | 0.36% | — | — | — |
| 44 | LEN-B | Lennar CORP - B Shs | Stock-Other | 0.35% | — | — | — |
| 45 | CG | The Carlyle Group Inc. | Stock-Financials | 0.32% | — | — | — |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.31% | — | — | — |
| 47 | DATA | Tableau Software Inc-cl A | Stock-Other | 0.28% | — | — | — |
| 48 | CHKEUR | Chesapeake Energy CORP | Stock-Other | 0.26% | — | — | — |
| 49 | SINA 0 07-15-23Bond | Sina CORP | Bond | 0.25% | — | — | — |
| 50 | EPD | Enterprise Products Partners | Stock-Energy | 0.23% | — | — | — |
1–50 of 118
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
* 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 Mark Morris Et Al and what type of investor is it?
Mark Morris Et Al 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 (2013-06-30), the firm manages a tracked equity portfolio valued at approximately $278.4M, spread across 238 disclosed positions.
What are Mark Morris Et Al's largest equity positions?
Based on the latest 13F filing, Mark Morris Et Al's top holdings by market value are:
1. Alphabet Inc. (GOOG) — $16.7M (6.0%)
2. Starbucks CORP (SBUX) — $13.5M (4.8%)
3. Apple Inc (AAPL) — $13.4M (4.8%)
4. Yahoo Inc — $13.3M (4.8%)
5. Eog Resources Inc (EOG) — $13.1M (4.7%)
What changes did Mark Morris Et Al make in its most recent portfolio filing?
No notable portfolio changes were recorded for Mark Morris Et Al in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Mark Morris Et Al focus on?
Mark Morris Et Al is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Discretionary: 32.3%
• Financials: 30.0%
• Information Technology: 17.4%
• Communication Services: 13.4%
• Industrials: 6.4%
• Consumer Staples: 0.2%
Investment Profile
Mark Morris Et Al's portfolio is broadly diversified and long-term-holding, with 32.3% of the portfolio concentrated in Consumer Discretionary.
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