Long-term investor
Thompson Siegel & Walmsley LLC @thompsonsiegelwalmsleyll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001008322).
Record
- Tracked since 2025-06-30 (448 days), 164 trades recorded
- Returns: week n/a · month n/a · 90 days +4.1% · 6 months n/a · 1 year +6.6% · all +6.6%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- N00985106 · 2.6% · long · since 2025-06-30
- SW · 2.0% · long · since 2025-06-30
- CHKP · 1.5% · long · since 2025-06-30
- KHC · 1.5% · long · since 2025-06-30
- 30034W106 · 1.4% · long · since 2025-06-30
- 02079K107 · 1.4% · long · since 2025-06-30
- D · 1.3% · long · since 2025-06-30
- LKQ · 1.3% · long · since 2025-06-30
- GPK · 1.2% · long · since 2025-06-30
- MKL · 1.2% · long · since 2025-06-30
- CHTR · 1.2% · long · since 2025-09-30
- 22822V101 · 1.2% · long · since 2025-06-30