OB
Old Bellows Partners LP Historical SEC 13F Holdings & Archive (Q3 2018)
Old Bellows Partners LPCIK: 0001571857
Concentrated strategyHigh-turnover traderQuality / disciplined sizing
Total reported value
$9.0M
Reporting period: 2018-09-30 · Number of holdings: 2
Old Bellows Partners LP disclosed 2 holdings in its latest 13F filing for the period ending 2018-09-30, with total reported value of $9.0M and a quarterly turnover rate of 83.7%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 83.65
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 4
- Sizing Uniformity
- 88.04
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 92936P100
-37.4% -$377.0K
Trim UPL1EUR
-15.8% -$12.1M
Sold out 971375126
Sold out DHT
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 | UPL1EUR | Ultra Petroleum CORP | Stock-Other | 92.27% | -0.43% | -15.79% | |
| 2 | ✓ | Wmi Holdings CORP | Stock-Other | 7.73% | +2.84% | -37.45% |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Old Bellows Partners LP's most significant position changes for 2018-09-30: Sold out: Willscot CORP; Sold out: DHT Holdings, Inc. (DHT); Trim: Wmi Holdings CORP — shares -37.45%; Trim: Ultra Petroleum CORP (UPL1EUR) — shares -15.79%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Wmi Holdings CORP | +2.8% | -37.45% | Trim |
| 2 | UPL1EUR | Ultra Petroleum CORP | -0.4% | -15.79% | Trim |
| 3 | ✓ | Willscot CORP | — | EXIT | Sold out |
| 4 | DHT | DHT Holdings, Inc. | — | EXIT | Sold out |
Filing History
FAQ
What is Old Bellows Partners LP and what type of investor is it?
Old Bellows Partners LP 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 (2018-09-30), the firm manages a tracked equity portfolio valued at approximately $9.0M, spread across 2 disclosed positions.
What are Old Bellows Partners LP's largest equity positions?
Based on the latest 13F filing, Old Bellows Partners LP's top holdings by market value are:
1. Ultra Petroleum CORP (UPL1EUR) — $8.3M (92.3%)
2. Wmi Holdings CORP — $697.0K (7.7%)
What changes did Old Bellows Partners LP make in its most recent portfolio filing?
In the latest quarter, Old Bellows Partners LP took a more defensive posture — trimming 2 positions and completely exiting 2 holdings. The largest of these moves: Sold out: Willscot CORP; Sold out: DHT Holdings, Inc. (DHT); Trim: Wmi Holdings CORP — shares -37.45%; Trim: Ultra Petroleum CORP (UPL1EUR) — shares -15.79%
What sectors does Old Bellows Partners LP focus on?
Sector breakdown data is not yet available for Old Bellows Partners LP. Check back after the next 13F processing cycle.
Investment Profile
Old Bellows Partners LP's portfolio is concentrated and fast-trading.
Its turnover score has risen from 0 to 84 over the past 3 quarters — a shift toward more active trading.
It has trimmed its UPL1EUR position for two straight quarters, cutting it by $31.0M while still holding $8.3M.
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Developer Access
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