SM
Simcah Management LLC Historical SEC 13F Holdings & Archive (Q4 2013)
Simcah Management LLCCIK: 0001567982
Sector-focusedLong-term holderConcentrated strategy
Total reported value
$86.6M
Reporting period: 2013-12-31 · Number of holdings: 15
Simcah Management LLC disclosed 15 holdings in its latest 13F filing for the period ending 2013-12-31, with total reported value of $86.6M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 80.34
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 30
- Sizing Uniformity
- 85.31
Simcah Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.201 — mathematically equivalent to about 5 equally-sized positions, well below its 15 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 1.47), 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 12% 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
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 40.97% | — | — | — |
| 2 | BAC | Bank Of America CORP | Stock-Financials | 7.61% | — | — | — |
| 3 | GOOG | Alphabet Inc. | Stock-Comm Services | 7.59% | — | — | — |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 6.98% | — | — | — |
| 5 | QGEN | Qiagen N.V. | Stock-Healthcare | 6.83% | — | — | — |
| 6 | BIO | Bio-rad Laboratories-a | Stock-Healthcare | 5.72% | — | — | — |
| 7 | ✓ | Stock-Other | 5.43% | — | — | — | |
| 8 | GS | Goldman Sachs Group Inc | Stock-Financials | 4.52% | — | — | — |
| 9 | QADA | Qad Inc-a | Stock-Other | 3.77% | — | — | — |
| 10 | ✓ | Capella Ed Co Com | Stock-Other | 3.02% | — | — | — |
| 11 | ✓ | Accelrys Inc | Stock-Other | 2.27% | — | — | — |
| 12 | ✓ | Guidance Software Inc | Stock-Other | 1.76% | — | — | — |
| 13 | QADB | Qad Inc-b | Stock-Other | 1.42% | — | — | — |
| 14 | ASML | ASML Holding N.V. | Stock-Tech | 1.35% | — | — | — |
| 15 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.75% | — | — | — |
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 |
|---|
Filing History
FAQ
What is Simcah Management LLC and what type of investor is it?
Simcah Management 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 (2013-12-31), the firm manages a tracked equity portfolio valued at approximately $86.6M, spread across 15 disclosed positions.
What are Simcah Management LLC's largest equity positions?
Based on the latest 13F filing, Simcah Management LLC's top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $35.5M (41.0%)
2. Bank Of America CORP (BAC) — $6.6M (7.6%)
3. Alphabet Inc. (GOOG) — $6.6M (7.6%)
4. Berkshire Hathaway Inc-cl A (BRK-A) — $6.0M (7.0%)
5. Qiagen N.V. (QGEN) — $5.9M (6.8%)
What changes did Simcah Management LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Simcah Management LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Simcah Management LLC focus on?
Simcah Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 100.0%
Investment Profile
Simcah Management LLC's portfolio is concentrated and long-term-holding, with 100.0% of the portfolio concentrated in Financials.
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