Long-term investor
Df Dent & Co. Inc. @dfdentcoinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000934999).
Record
- Tracked since 2025-12-31 (257 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -3.3%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOG · 4.6% · long · since 2025-12-31
- V · 3.6% · long · since 2025-12-31
- HEI · 3.4% · long · since 2025-12-31
- AMZN · 3.1% · long · since 2025-12-31
- TDG · 2.8% · long · since 2025-12-31
- VMC · 2.7% · long · since 2025-12-31
- ECL · 2.5% · long · since 2025-12-31
- WCN · 2.4% · long · since 2025-12-31
- MA · 2.4% · long · since 2025-12-31
- FAST · 2.3% · long · since 2025-12-31
- MCO · 2.3% · long · since 2025-12-31
- PRM · 2.2% · long · since 2025-12-31