Long-term investor
Live Oak Investment Partners @liveoakinvestmentpartner
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001822262).
Record
- Tracked since 2025-12-31 (261 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days +6.0% · 6 months n/a · 1 year n/a · all +6.9%
- Max drawdown n/a · win rate 36% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VEA · 8.1% · long · since 2025-12-31
- EVTR · 6.6% · long · since 2025-12-31
- PULS · 5.2% · long · since 2025-12-31
- HFSI · 5.0% · long · since 2025-12-31
- UCON · 4.8% · long · since 2025-12-31
- FTLS · 3.8% · long · since 2025-12-31
- RSPT · 3.5% · long · since 2026-03-31
- SRLN · 3.4% · long · since 2025-12-31
- XMHQ · 3.1% · long · since 2025-12-31
- QAI · 2.8% · long · since 2025-12-31
- EMXC · 2.7% · long · since 2025-12-31
- SMLF · 2.7% · long · since 2025-12-31