Long-term investor
New Capital Management LP @newcapitalmanagementlp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001696731).
Record
- Tracked since 2025-06-30 (445 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days +7.7% · 6 months n/a · 1 year +14.6% · all +14.6%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 26.0% · long · since 2025-06-30
- DFAX · 20.2% · long · since 2025-06-30
- BRK-B · 12.2% · long · since 2025-06-30
- AAPL · 5.1% · long · since 2025-06-30
- EBI · 3.2% · long · since 2025-06-30
- DFSU · 2.6% · long · since 2025-06-30
- BINC · 2.6% · long · since 2025-06-30
- IUSB · 2.1% · long · since 2025-06-30
- DFSI · 1.8% · long · since 2025-06-30
- IAGG · 1.8% · long · since 2025-06-30
- PEP · 1.6% · long · since 2025-06-30
- GOOG · 1.4% · long · since 2025-06-30