Long-term investor
Brasada Capital Management, LP @brasadacapitalmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001643833).
Record
- Tracked since 2025-06-30 (441 days), 231 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -1.0%
- Max drawdown n/a · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BIL · 6.0% · long · since 2025-06-30
- GOOGL · 5.6% · long · since 2025-06-30
- G25508105 · 2.9% · long · since 2025-06-30
- AMZN · 2.7% · long · since 2025-06-30
- WCN · 2.6% · long · since 2025-06-30
- IDXX · 2.5% · long · since 2025-06-30
- WMB · 2.4% · long · since 2025-06-30
- IXUS · 2.3% · long · since 2025-12-31
- AVGO · 2.2% · long · since 2025-06-30
- COST · 2.2% · long · since 2025-06-30
- HEI · 2.2% · long · since 2025-06-30
- ECL · 1.7% · long · since 2025-06-30