Long-term investor
Great Oak Capital Partners, LLC @greatoakcapitalpartnersl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002012868).
Record
- Tracked since 2025-06-30 (478 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days -2.1% · 6 months -0.8% · 1 year +0.7% · all +0.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V609 · 21.7% · long · since 2025-06-30
- 25434V831 · 9.6% · long · since 2025-06-30
- 25434V732 · 9.1% · long · since 2025-06-30
- 25434V872 · 8.1% · long · since 2025-06-30
- 25434V666 · 8.0% · long · since 2025-06-30
- 25434V781 · 7.7% · long · since 2025-06-30
- 25434V625 · 7.1% · long · since 2025-06-30
- 25434V864 · 6.8% · long · since 2025-06-30
- 25434V823 · 6.2% · long · since 2025-06-30
- 25434V765 · 5.3% · long · since 2025-06-30
- 25434V807 · 3.6% · long · since 2025-06-30
- 25434V591 · 1.0% · long · since 2025-06-30