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 (434 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days +13.1% · 6 months +12.7% · 1 year +19.2% · all +19.2%
- Max drawdown -1.5% · Sharpe 1.03 · win rate 67% · 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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