Long-term investor
Lumbard & Kellner, LLC @lumbardkellnerllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001602476).
Record
- Tracked since 2025-12-31 (257 days), 64 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months n/a · 1 year n/a · all +10.7%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOG · 5.6% · long · since 2025-12-31
- MTRN · 4.6% · long · since 2025-12-31
- HBM · 3.7% · long · since 2025-12-31
- GS · 3.7% · long · since 2025-12-31
- SPMD · 3.6% · long · since 2025-12-31
- PBR · 3.5% · long · since 2025-12-31
- FRDM · 3.4% · long · since 2025-12-31
- RSP · 3.3% · long · since 2025-12-31
- ENS · 3.1% · long · since 2025-12-31
- BIL · 3.0% · long · since 2025-12-31
- MET · 2.8% · long · since 2025-12-31
- FSLR · 2.6% · long · since 2025-12-31