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CIK: 0001594591
Total reported value
$236.5M
$236.5M
10 檔
84.9%
In Q3 2024, TAM Capital Management Inc.'s U.S. equity holdings reached a combined market value of $236.5M, distributed across 10 disclosed stock positions.
TAM Capital Management Inc. executed strategic sector rebalancing during Q3 2024, establishing 5 new positions while fully exiting 2 holdings and trimming 4 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | Stock-Financials | 31.95% | — | — | |
| 2 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 21.33% | — | -9.23% | |
| 3 | V | Visa Inc. | Stock-Financials | 13.13% | — | — | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 12.09% | — | +10.63% | |
| 5 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-Large Cap & Growth | 9.34% | -0.03% | — | |
| 6 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-Large Cap & Growth | 7.28% | — | — | |
| 7 | JPM | JPMorgan Chase & Co. | Stock-Financials | 1.57% | — | — | |
| 8 | STT | State Street CORP | Stock-Financials | 1.27% | — | -96.79% | |
| 9 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.06% | +34.81% | NEW | |
| 10 | ✓ | State Str CORP | Stock-Other | 0.98% | — | -81.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +32% | NEW | New buy |
| 2 | V | Visa Inc. | +13.1% | NEW | New buy |
| 3 | ✓ | Spdr S&P 500 Etf Tr Put Option | +9.3% | NEW | New buy |
| 4 | SPY | State Street SPDR S&P 500 ETF Trust | +7.3% | NEW | New buy |
| 5 | JPM | JPMorgan Chase & Co. | +1.6% | NEW | New buy |
| 6 | KHC | Kraft Heinz Co/the | -0.2% | EXIT | Sold out |
| 7 | DOLE | Dole plc | -0.3% | EXIT | Sold out |
| 8 | JPM | Jpmorgan Chase & Co | -2.3% | +10.63% | Add |
| 9 | ✓ | State Str CORP | -5% | -81.25% | Trim |
| 10 | BNY | Bank Of New York Mellon CORP | -5.5% | -9.23% | Trim |
| 11 | CHKP | Check Point Software Technologies Ltd. | -5.9% | -82.16% | Trim |
| 12 | STT | State Street CORP | -44% | -96.79% | Trim |
According to official SEC Form 13F filings, TAM Capital Management Inc. reported a total U.S. public equity portfolio value of $236.5M across 10 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including V, BNY, V) accounted for 84.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
V
市值: $73.0M
Top Position Liquidated / Trimmed
DOLE
前期市值: $438.8K
During Q3 2024, TAM Capital Management Inc.'s top holdings by market value included V (31.9%)、BNY (21.3%)、V (13.1%). The largest single position, V, represented 31.9% of total portfolio value.
In Q3 2024, TAM Capital Management Inc. made 12 total portfolio adjustments, initiating 5 new buys, adding to 1 positions, trimming 4 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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