Long-term investor

Saddlerock Capital Management LLC @saddlerockcapitalmanagem

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002018754).

Record

  • Tracked since 2025-12-31 (266 days), 29 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months n/a · 1 year n/a · all +15.8%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • G51502105 · 11.0% · long · since 2025-12-31
  • MMM · 10.0% · long · since 2025-12-31
  • MTCH · 9.5% · long · since 2025-12-31
  • IQV · 9.2% · long · since 2025-12-31
  • ARMK · 8.7% · long · since 2025-12-31
  • UNH · 6.9% · long · since 2026-06-30
  • USFD · 6.8% · long · since 2025-12-31
  • GIL · 5.5% · long · since 2025-12-31
  • 926400102 · 5.3% · long · since 2025-12-31
  • SHC · 5.3% · long · since 2026-06-30
  • TLN · 5.2% · long · since 2026-03-31
  • COHR · 4.7% · long · since 2025-12-31

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