L3VLUP
Quarter end
30 Sep 2018
the date the book describes
Filed
14 Nov 2018
latest of these filings; the earliest 13 Nov 2018
Managers listing it
2
at least, of 95 tracked, among listed positions
Comparable managers
84
filed both Q2 2018 and Q3 2018; 2 listed it in both
Shares listed
920,907
combined, among listed positions
Reported value
$7.1m
combined, at the quarter end

Managers listing SUPV in Q3 2018

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2018, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

2 of 2 holders

ActionFiling
Discovery Capital Management LLC727,913$5.6m0.33%Trimmed-524,79714 Nov 2018 (the filing on sec.gov)
Artisan Partners LP192,994$1.5munder 0.1%Added+2,12013 Nov 2018 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2018 to Q3 2018, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q2 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

0246201720182019202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SUPV by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20164$106mn.a.n.a.
Q3 20164$102mn.a.n.a.
Q4 20164$78mn.a.n.a.
Q1 20173$55mn.a.n.a.
Q2 20173$36mn.a.n.a.
Q3 20174$238mn.a.n.a.
Q4 20175$309mn.a.n.a.
Q1 20184$296mn.a.n.a.
Q2 20182$15mn.a.n.a.
Q3 20182$7.1mn.a.n.a.
Q4 20181$6.3mn.a.n.a.
Q1 20191$5.2mn.a.n.a.
Q1 20241$273k10
Q2 20241$695k10
Q3 20242$2.3m20
Q4 20242$20m11
Q1 20252$7.1m11
Q2 20252$6.3m20
Q4 20251$2.4m113
Q1 20261$3.5m45
Q2 20261$6.8m35

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SUPV and BAC →SUPV and JPM →SUPV and WFC →Choose a stock to compare with SUPV →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SUPV, latest filings →Back to the 13F Explorer →