13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001594591
Total reported value
$236.5M
$236.5M
7 檔
115.0%
According to the latest 13F quarterly dataset, TAM Capital Management Inc. managed an equity portfolio of $236.5M at the end of Q4 2024, spanning 7 distinct U.S. exchange-listed positions.
In Q4 2024, TAM Capital Management Inc. adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CI | THE Cigna Group | Stock-Healthcare | 46.64% | -9.03% | — | |
| 2 | V | Visa Inc. | Stock-Financials | 19.58% | — | +56.55% | |
| 3 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 17.79% | — | -5.90% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 12.00% | — | +5.30% | |
| 5 | JPM | JPMorgan Chase & Co. | Stock-Financials | 2.70% | — | +82.35% | |
| 6 | STT | State Street CORP | Stock-Financials | 0.99% | — | -15.29% | |
| 7 | MAGN | Magnera CORP | Stock-Other | 0.31% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CI | THE Cigna Group | +46.6% | NEW | New buy |
| 2 | V | Visa Inc. | +6.5% | +56.55% | Add |
| 3 | JPM | JPMorgan Chase & Co. | +1.1% | +82.35% | Add |
| 4 | MAGN | Magnera CORP | +0.3% | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | -0.1% | +5.30% | Add |
| 6 | STT | State Street CORP | -0.3% | -15.29% | Trim |
| 7 | ✓ | State Str CORP | -1% | EXIT | Sold out |
| 8 | CHKP | Check Point Software Technologies Ltd. | -1.1% | EXIT | Sold out |
| 9 | BNY | Bank Of New York Mellon CORP | -3.5% | -5.90% | Trim |
| 10 | SPY | State Street SPDR S&P 500 ETF Trust | -7.3% | EXIT | Sold out |
| 11 | ✓ | Spdr S&P 500 Etf Tr Put Option | -9.3% | EXIT | Sold out |
| 12 | V | Visa Inc-class A Shares | -32% | EXIT | Sold out |
According to official SEC Form 13F filings, TAM Capital Management Inc. reported a total U.S. public equity portfolio value of $236.5M across 7 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CI, V, BNY) accounted for 115.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
CI
市值: $128.6M
Top Position Liquidated / Trimmed
V
前期市值: $73.0M
During Q4 2024, TAM Capital Management Inc.'s top holdings by market value included CI (46.6%)、V (19.6%)、BNY (17.8%). The largest single position, CI, represented 46.6% of total portfolio value.
In Q4 2024, TAM Capital Management Inc. made 12 total portfolio adjustments, initiating 2 new buys, adding to 3 positions, trimming 2 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.