Question 1

What is Dumont Global LP and what type of investor is it?

Accepted Answer

Dumont Global LP 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 (2020-03-31), the firm manages a tracked equity portfolio valued at approximately $7.0M, spread across 2 disclosed positions.

Question 2

What are Dumont Global LP's largest equity positions?

Accepted Answer

Based on the latest 13F filing, Dumont Global LP's top holdings by market value are:
1. Ishares Tr — $5.4M (75.9%)
2. Talend SA - Adr (TLND) — $1.7M (24.1%)

Question 3

What changes did Dumont Global LP make in its most recent portfolio filing?

Accepted Answer

In the latest reported quarter, Dumont Global LP made 8 notable position adjustments: 2 new positions were initiated, 0 existing holdings were added to, 0 positions were partially reduced, and 6 were completely exited. The largest of these moves: Sold out: Cheniere Energy INC (LNG); Sold out: Gci Liberty INC - Class A (GLIBAEUR); Sold out: Par Technology Corp/del (PAR); Sold out: Liberty Broadband-c (LBRDK); Sold out: Optimum Communications Inc-a (OPTU)

Question 4

What sectors does Dumont Global LP focus on?

Accepted Answer

Sector breakdown data is not yet available for Dumont Global LP. Check back after the next 13F processing cycle.

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ishares Tr	Stock-Other	75.92%	+75.92%	NEW
2	TLND	Talend SA - Adr	Stock-Other	24.08%	+24.08%	NEW

Period	Holdings	Total value	Stability	Top holdings
2020-03-31	2	$7.0M	100	14642872TLND Top holdings2020-03-31 1.464287 2.TLND
2019-12-31	6	$116.5M	0	1LNG 2GLIBAEUR 3PAR Top holdings2019-12-31 1.LNG 2.GLIBAEUR 3.PAR 4.LBRDK 5.OPTU 6.PTB

Dumont Global LP

Personality snowflake

Recent moves

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

Portfolio Performance

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Holding changes this quarter

FAQ

#	Ticker	Issuer	Weight Change	Shares Change	Action
1	LNG	Cheniere Energy INC	—	EXIT	Sold out
2	GLIBAEUR	Gci Liberty INC - Class A	—	EXIT	Sold out
3	PAR	Par Technology Corp/del	—	EXIT	Sold out
4	LBRDK	Liberty Broadband-c	—	EXIT	Sold out
5	OPTU	Optimum Communications Inc-a	—	EXIT	Sold out
6	✓	Ishares Tr	—	NEW	New buy
7	TLND	Talend SA - Adr	—	NEW	New buy
8	PTB	Potbelly CORP	—	EXIT	Sold out