LS
Loukas Stephen
Concentrated strategyLong-term holder
Total reported value
$108.0K
Reporting period: 2019-09-30 · Number of holdings: 1
Loukas Stephen disclosed 1 holdings in its latest 13F filing for the period ending 2019-09-30, with total reported value of $108.0K and a quarterly turnover rate of 9.7%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 9.71
- Momentum/Contrarian
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Recent moves
Unchanged MCCUSD
0.0% $10.0K
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 | MCCUSD | Medley Capital CORP | Stock-Other | 100.00% | — | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2019-09-30 | 1 | $108.0K | 10 | |
| 2019-06-30 | 1 | $98.0K | 100 | |
| 2017-03-31 | 1 | $136.0K | 26 | |
| 2016-12-31 | 1 | $105.0K | 49 | |
| 2016-09-30 | 1 | $174.0K | 1 | |
| 2016-06-30 | 1 | $176.0K | 100 | |
| 2016-03-31 | 1 | $1.3M | 13 | |
| 2015-12-31 | 1 | $1.2M | 0 | |
| 2015-09-30 | 1 | $1.2M | 88 | |
| 2015-06-30 | 1 | $3.0M | 29 | |
| 2015-03-31 | 1 | $2.3M | 3 | |
| 2014-12-31 | 1 | $2.4M | 11 | |
| 2014-09-30 | 1 | $2.6M | 14 | |
| 2014-06-30 | 1 | $2.3M | 50 | |
| 2014-03-31 | 1 | $1.4M | 0 | |
| 2013-12-31 | 1 | $1.4M | 12 | |
| 2013-09-30 | 1 | $1.5M | 11 | |
| 2013-06-30 | 1 | $1.4M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MCCUSD | Medley Capital CORP | — | — | Unchanged |
FAQ
What is Loukas Stephen and what type of investor is it?
Loukas Stephen 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 (2019-09-30), the firm manages a tracked equity portfolio valued at approximately $108.0K, spread across 1 disclosed positions.
What are Loukas Stephen's largest equity positions?
Based on the latest 13F filing, Loukas Stephen's top holdings by market value are:
1. Medley Capital CORP (MCCUSD) — $108.0K (100.0%)
What changes did Loukas Stephen make in its most recent portfolio filing?
No notable portfolio changes were recorded for Loukas Stephen in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Loukas Stephen focus on?
Sector breakdown data is not yet available for Loukas Stephen. Check back after the next 13F processing cycle.
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