Long-term investor
Westend Capital Management, LLC @westendcapitalmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001331997).
Record
- Tracked since 2025-06-30 (434 days), 84 trades recorded
- Returns: week n/a · month n/a · 90 days +15.8% · 6 months +29.1% · 1 year +37.5% · all +37.5%
- Max drawdown 0.0% · Sharpe 2.43 · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 097023105 · 8.4% · long · since 2025-06-30
- KGS · 6.3% · long · since 2025-12-31
- PWR · 5.8% · long · since 2025-06-30
- CCJ · 5.3% · long · since 2025-06-30
- CAT · 4.8% · long · since 2025-09-30
- LLY · 4.8% · long · since 2025-06-30
- FCX · 4.4% · long · since 2025-06-30
- ET · 3.5% · long · since 2025-06-30
- N07059210 · 3.5% · long · since 2025-09-30
- RH · 3.5% · long · since 2026-03-31
- AAPL · 3.4% · long · since 2025-06-30
- VIK · 3.4% · long · since 2025-06-30