Long-term investor
Knott David M Jr @knottdavidmjr
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001892770).
Record
- Tracked since 2025-06-30 (449 days), 133 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +15.7% · 1 year n/a · all +33.3%
- Max drawdown n/a · win rate 56% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K107 · 17.1% · long · since 2025-06-30
- APO · 14.1% · long · since 2025-06-30
- SNDX · 5.1% · long · since 2025-06-30
- XERS · 4.4% · long · since 2025-06-30
- TVTX · 4.4% · long · since 2025-06-30
- PTGX · 4.1% · long · since 2025-06-30
- BBIO · 3.7% · long · since 2025-06-30
- IOVA · 3.5% · long · since 2026-03-31
- ALKS · 3.4% · long · since 2025-06-30
- JPM · 3.1% · long · since 2025-06-30
- 47103U845 · 2.5% · long · since 2025-06-30
- 52012V100 · 2.5% · long · since 2026-03-31