Long-term investor
St. James Investment Company, LLC @stjamesinvestmentcompany
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001504492).
Record
- Tracked since 2025-06-30 (434 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days -1.9% · 6 months +3.9% · 1 year +10.3% · all +10.3%
- Max drawdown -1.9% · Sharpe 0.58 · win rate 35% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GBIL · 13.7% · long · since 2025-06-30
- BRK-B · 11.6% · long · since 2025-06-30
- L · 8.1% · long · since 2025-06-30
- FNV · 7.1% · long · since 2025-06-30
- UL · 6.8% · long · since 2025-12-31
- MDT · 5.2% · long · since 2025-06-30
- VZ · 5.0% · long · since 2025-12-31
- OKE · 4.9% · long · since 2025-06-30
- RYN · 4.4% · long · since 2026-06-30
- EOG · 4.2% · long · since 2025-06-30
- HUBB · 4.0% · long · since 2025-06-30
- APD · 3.4% · long · since 2025-06-30