Disclosed books from 13F filings, STOCK Act reports, and ethics forms. Returns use today’s prices on those holdings — not the investor’s actual P&L since they last traded.
Period returns are a weighted mix of the disclosed holdings, using the same Yahoo prices as the rest of the site.
Click a name for the holding list. Share counts come from the SEC filing; dollars are marked to the latest Yahoo price when we have shares. Each row still shows as of the filing date.
| Name | Role | Book | As of | Market value | Portfolio return | Std. dev. |
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