Long-term investor
Gallagher Fiduciary Advisors, LLC @gallagherfiduciaryadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001527781).
Record
- Tracked since 2025-06-30 (446 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days -7.6% · 6 months n/a · 1 year +2.2% · all +2.2%
- Max drawdown n/a · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MCD · 37.8% · long · since 2025-06-30
- DAL · 11.2% · long · since 2025-06-30
- PCG · 9.9% · long · since 2025-06-30
- 922908769 · 5.9% · long · since 2025-06-30
- CBRE · 3.9% · long · since 2025-06-30
- 808524102 · 2.6% · long · since 2025-06-30
- 354613101 · 1.5% · long · since 2025-06-30
- 92206C813 · 1.4% · long · since 2025-06-30
- 464289511 · 1.4% · long · since 2025-06-30
- 025072109 · 1.2% · long · since 2025-06-30
- 464287242 · 1.2% · long · since 2025-06-30
- 46432F842 · 0.8% · long · since 2025-06-30