Adams Natural Resources Fund
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 9 superinvestors own shares of Adams Natural Resources Fund (PEO), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Adams Natural Resources Fund (PEO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Adams Natural Resources Fund (PEO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Adams Natural Resources Fund (PEO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Rick Sanford@Whitener Capital Management, Inc.
| 0.45% | $1.584M 72,867 shares@ 21.75 avg price | Decreased -2.16% |
Sheena Hanson@Uncommon Cents Investing Llc
| 0.4% | $1.319M 60,672 shares@ 21.74 avg price | Decreased -0.94% |
James Krause@Wealthcare Advisory Partners Llc
| 0.03% | $784,077 36,066 shares@ 21.75 avg price | Decreased -35.07% |
Ronald Lenihan@Seacrest Wealth Management, Llc
| 0.03% | $273,924 12,600 shares@ 21.74 avg price | Decreased -8.49% |