Long-term investor

Philosophy Capital Management LLC @philosophycapitalmanagem

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001869199).

Record

  • Tracked since 2025-06-30 (450 days), 167 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +11.0% · 1 year n/a · all +8.3%
  • Max drawdown n/a · win rate 57% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • QQQ_PUT · 19.1% · long · since 2025-06-30
  • 464287655_PUT · 14.2% · long · since 2025-06-30
  • SPY_PUT · 14.1% · long · since 2025-06-30
  • COMP · 3.9% · long · since 2025-09-30
  • GLNG · 2.4% · long · since 2025-06-30
  • CXW · 2.4% · long · since 2025-06-30
  • GLXY · 2.3% · long · since 2025-06-30
  • VST · 2.3% · long · since 2025-12-31
  • ET · 2.2% · long · since 2025-06-30
  • SBLK · 2.1% · long · since 2025-06-30
  • PUMP · 2.0% · long · since 2025-06-30
  • HPP · 2.0% · long · since 2025-12-31

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