Long-term investor
Stephenson & Company, Inc. @stephensoncompanyinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002001544).
Record
- Tracked since 2025-06-30 (446 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months n/a · 1 year +13.7% · all +13.7%
- Max drawdown n/a · win rate 50% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46137V357 · 14.5% · long · since 2025-06-30
- 464287200 · 14.2% · long · since 2025-06-30
- 921943858 · 14.0% · long · since 2025-06-30
- BRK-B · 13.6% · long · since 2025-06-30
- 921937827 · 9.0% · long · since 2025-06-30
- 921937819 · 5.6% · long · since 2025-06-30
- 464287804 · 4.4% · long · since 2025-06-30
- 464287507 · 4.1% · long · since 2025-06-30
- 922042858 · 3.5% · long · since 2025-06-30
- 464287176 · 2.3% · long · since 2025-06-30
- 78462F103 · 2.3% · long · since 2025-06-30
- 464288414 · 1.1% · long · since 2025-06-30