Long-term investor

Access Investment Management LLC @accessinvestmentmanageme

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010477).

Record

  • Tracked since 2025-12-31 (249 days), 65 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.6% · 6 months n/a · 1 year n/a · all +7.7%
  • Max drawdown n/a · win rate 15% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • URI · 9.3% · long · since 2025-12-31
  • WLY · 4.5% · long · since 2025-12-31
  • C · 4.3% · long · since 2025-12-31
  • APO · 4.3% · long · since 2025-12-31
  • JBL · 4.2% · long · since 2025-12-31
  • SON · 4.2% · long · since 2025-12-31
  • EWBC · 4.2% · long · since 2025-12-31
  • SF · 3.8% · long · since 2025-12-31
  • DFIN · 3.3% · long · since 2025-12-31
  • BAC · 3.1% · long · since 2025-12-31
  • JPM · 3.0% · long · since 2025-12-31
  • CUBI · 2.8% · long · since 2025-12-31

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