GC

GATOR CAPITAL LONG/SHORT FUND | COAGX

Mutual Fund
GATOR CAPITAL LONG/SHORT FUND
Last update 2024-12-30 87 Stocks (6 new)
Value $28.00 Mil Turnover 24 %
Countries:
Top Holdings: HOOD(6.40%)FCNCA(6.25%)JXN(6.09%)AX(6.07%)UMBF(5.90%)
Portfolio Report
Summary Stock Picks Current Portfolio
GATOR CAPITAL LONG/SHORT FUND Top Holdings of 2024-10-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HOOD 		Robinhood Markets Inc
76,000
1785.240
0%
6.400
0%
0.010
+50.06%
+5.80%
34510.500
Capital Markets
FCNCA 		First Citizens BancShares Inc
900
1743.620
0%
6.250
0%
0.010
+2.28%
-2.25%
28558.721
Banks
JXN 		Jackson Financial Inc
17,000
1699.150
-10.53%
6.090
-0.80%
0.020
-13.80%
-2.68%
6303.367
Insurance
AX 		Axos Financial Inc
25,000
1693.000
0%
6.070
0%
0.040
+4.17%
-4.36%
3778.948
Banks
UMBF 		UMB Financial Corp
15,000
1645.950
0%
5.900
0%
0.030
+2.59%
-1.25%
5420.775
Banks
IBKR 		Interactive Brokers Group Inc
10,200
1556.320
0%
5.580
0%
0.010
+22.18%
+4.39%
19966.244
Capital Markets
SLM 		SLM Corp
68,000
1498.040
0%
5.370
0%
0.030
+16.25%
-2.39%
5714.875
Credit Services
VCTR 		Victory Capital Holdings Inc
23,590
1413.750
+3.95%
5.060
+0.19%
0.040
+6.98%
-5.45%
3985.932
Asset Management
BCS 		Barclays PLC
108,000
1340.280
0%
4.800
0%
0.000
+2.53%
-3.95%
45973.915
Banks
AMP 		Ameriprise Financial Inc
2,500
1275.750
0%
4.570
0%
0.000
+3.17%
-2.91%
49913.023
Asset Management

GATOR CAPITAL LONG/SHORT FUND's Historical Top Holdings Breakdowns

GATOR CAPITAL LONG/SHORT FUND's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PNFP 		Pinnacle Financial Partners Inc2023-07-31New Buy
+8.33%
●
46.17 ($56.53) 75.9
$111.35
96.98%
New holding
11,000
11,000
UMBF 		UMB Financial Corp2023-07-31New Buy
+7.08%
●
54.27 ($61.84) 72.52
$111.08
79.63%
New holding
10,000
10,000
SCHW 		Charles Schwab Corp2023-04-30Sell Short
-6.84%
●
48.87 ($64.35) 81.19
$72.00
11.89%
Sell Short
-11,300
-11,300
HIFS 		Hingham Institution for Savings2023-04-30Sell Short
-6.76%
●
184.18 ($251.24) 309.31
$229.18
-8.78%
Sell Short
-3,000
-3,000
PFSI 		PennyMac Financial Services Inc2023-07-31Sold Out
-6.52%
●
56.59 ($67.47) 81.71
$95.77
41.94%
Sold Out
0
-9,000
CG 		The Carlyle Group Inc2023-01-31New Buy
+6.44%
●
25.92 ($30.6) 35.97
$50.11
63.76%
New holding
20,000
20,000
HOOD 		Robinhood Markets Inc2024-01-31New Buy
+6.22%
●
7.93 ($10.6) 13.26
$39.04
268.30%
New holding
91,500
91,500
SF 		Stifel Financial Corp2023-10-31New Buy
+6.11%
●
55.44 ($61.79) 66.33
$103.46
67.44%
New holding
12,000
12,000
BOH 		Bank of Hawaii Corp2024-04-30Buy to Cover
+5.94%
●
56.25 ($60.32) 63.24
$67.38
11.70%
Buy to Cover
-12,200
2,800
GNW 		Genworth Financial Inc2023-04-30Reduce
-5.86%
●
4.75 ($5.67) 6.4
$6.58
16.14%
Reduce -64.23%
66,000
-118,500

GATOR CAPITAL LONG/SHORT FUND Total Holding History ($B)

To

GATOR CAPITAL LONG/SHORT FUND's Asset Allocation

To

GATOR CAPITAL LONG/SHORT FUND Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

GATOR CAPITAL LONG/SHORT FUND's Hypothetical Growth since 2024-10-31

GATOR CAPITAL LONG/SHORT FUND's Yearly Returns

Year Portfolio % % Excess Gain %

GATOR CAPITAL LONG/SHORT FUND's Holdings Heat Map

Size field:

GATOR CAPITAL LONG/SHORT FUND's Holdings Bubble Chart

GATOR CAPITAL LONG/SHORT FUND News

  • 1

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