OC

Offit Capital Advisors LLC

Concentrated strategyLong-term holder

Total reported value

$60.1M

Reporting period: 2023-09-30 · Number of holdings: 1

OFFIT CAPITAL ADVISORS LLC disclosed 1 holdings in its latest 13F filing for the period ending 2023-09-30, with total reported value of $60.1M and a quarterly turnover rate of 0.0%.

Personality snowflake

Concentration
100
Portfolio Stability
0
Momentum/Contrarian
50
Sector conviction
0
Diversification
2
Sizing Uniformity
—

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1CMTGClaros Mortgage Trust INCStock-Other100.00%——

Holding changes this quarter

Position changes disclosed by Offit Capital Advisors LLC for the quarter ending 2023-09-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction

FAQ

What is Offit Capital Advisors LLC and what type of investor is it?
Offit Capital Advisors LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-09-30), the firm manages a tracked equity portfolio valued at approximately $60.1M, spread across 1 disclosed positions.
What are Offit Capital Advisors LLC's largest equity positions?
Based on the latest 13F filing, Offit Capital Advisors LLC's top holdings by market value are: 1. Claros Mortgage Trust INC (CMTG) — $60.1M (100.0%)
What changes did Offit Capital Advisors LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Offit Capital Advisors LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Offit Capital Advisors LLC focus on?
Sector breakdown data is not yet available for Offit Capital Advisors LLC. Check back after the next 13F processing cycle.