Long-term investor

Rosenthal | Henry Capital Advisors, Inc. @rosenthalhenrycapitaladv

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001697539).

Record

  • Tracked since 2025-06-30 (462 days), 43 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.9% · 6 months +8.1% · 1 year -6.4% · all -6.4%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • TBBK · 7.8% · long · since 2025-06-30
  • 78464A698 · 6.2% · long · since 2025-06-30
  • 97650W108 · 5.0% · long · since 2025-06-30
  • 59100U108 · 4.0% · long · since 2025-06-30
  • 29667J101 · 3.2% · long · since 2025-06-30
  • SPFI · 3.1% · long · since 2025-06-30
  • 861025104 · 3.0% · long · since 2025-06-30
  • VBNK · 2.7% · long · since 2025-06-30
  • 05945F103 · 2.5% · long · since 2025-06-30
  • 319390100 · 2.5% · long · since 2025-06-30
  • 20084T103 · 2.5% · long · since 2025-06-30
  • CVBF · 2.4% · long · since 2026-06-30

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