Long-term investor

Lgl Partners, LLC @lglpartnersllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001653202).

Record

  • Tracked since 2025-06-30 (448 days), 53 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.9% · 6 months n/a · 1 year +20.9% · all +20.9%
  • Max drawdown n/a · win rate 38% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78462F103 · 26.9% · long · since 2025-06-30
  • 464287507 · 10.9% · long · since 2025-06-30
  • 464287200 · 10.8% · long · since 2025-06-30
  • 464287804 · 7.4% · long · since 2025-06-30
  • 46090E103 · 5.6% · long · since 2025-06-30
  • 464287234 · 5.0% · long · since 2025-06-30
  • 464287465 · 4.9% · long · since 2025-06-30
  • 90139K100 · 3.1% · long · since 2025-06-30
  • 46434V621 · 3.1% · long · since 2025-06-30
  • 464287226 · 2.7% · long · since 2025-06-30
  • 464287168 · 1.8% · long · since 2025-06-30
  • 464287648 · 1.7% · long · since 2025-06-30

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