Long-term investor
Sone Capital Management, LLC @sonecapitalmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002026215).
Record
- Tracked since 2025-06-30 (448 days), 403 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -11.8% · all -11.8%
- Max drawdown n/a · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- HEI · 2.8% · long · since 2025-06-30
- VLTO · 2.8% · long · since 2025-06-30
- N72482156 · 2.5% · long · since 2026-06-30
- AMT · 2.5% · long · since 2025-06-30
- 35137L204 · 2.4% · long · since 2025-06-30
- POOL · 2.4% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-09-30
- FERG · 2.2% · long · since 2025-12-31
- 216648501 · 2.1% · long · since 2025-06-30
- HSY · 2.1% · long · since 2026-03-31
- AMZN · 2.1% · long · since 2025-06-30
- 907818108 · 2.0% · long · since 2025-09-30