Long-term investor
Kagan Cocozza Asset Management @kagancocozzaassetmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002064489).
Record
- Tracked since 2025-06-30 (448 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months n/a · 1 year +12.3% · all +12.3%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 15.8% · long · since 2025-06-30
- 78464A649 · 11.2% · long · since 2025-06-30
- 78463X889 · 8.8% · long · since 2025-06-30
- 78464A375 · 5.7% · long · since 2025-06-30
- 922908629 · 5.7% · long · since 2025-06-30
- 921908844 · 5.7% · long · since 2025-06-30
- 464287226 · 4.5% · long · since 2025-06-30
- 922042858 · 4.0% · long · since 2025-06-30
- 922908553 · 3.5% · long · since 2025-06-30
- 464287804 · 3.1% · long · since 2025-06-30
- 78462F103 · 2.5% · long · since 2025-06-30
- 78464A847 · 2.4% · long · since 2025-06-30