Long-term investor
Midway Capital Research & Management @midwaycapitalresearchman
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002115416).
Record
- Tracked since 2025-12-31 (261 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.0%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMAT · 15.8% · long · since 2025-12-31
- AAPL · 6.0% · long · since 2025-12-31
- APH · 5.4% · long · since 2025-12-31
- JLL · 4.4% · long · since 2025-12-31
- MA · 4.2% · long · since 2025-12-31
- EWBC · 4.0% · long · since 2025-12-31
- BN · 4.0% · long · since 2025-12-31
- ADI · 3.9% · long · since 2025-12-31
- SYK · 2.9% · long · since 2025-12-31
- GOOGL · 2.8% · long · since 2025-12-31
- FCFS · 2.4% · long · since 2025-12-31
- DGS · 2.3% · long · since 2025-12-31