CIK: 0001567982
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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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.
No holding changes 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 A | 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% | — | — | — |
Not enough priced holdings yet to compute performance
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2013-12-31 | 2014-04-07 | Amendment | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
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