test

DIANE MCDERMOTT

@Shikiar Asset Management Inc

Latest period2024 - Q4ReportedManaged Assets$377.539MTotal holdings76
Assets growth rate-0.77%Assets growth rate (2-Q avg)0.49%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Shikiar Asset Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Shikiar Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 377.539M in assets, with a quarterly growth rate of -0.77% and a 2-quarter average growth rate of 0.49%. The portfolio is managed by DIANE MCDERMOTT, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSDLMorgan Stanley Direct Lending
Recent Activity
New Position
0.48%
$1.78M
86,150 shares@ $20.67 avg price
RDDTReddit Inc Cl A
Recent Activity
New Position
0.1%
$368,000
2,250 shares@ $163.56 avg price
MPLXMplx Lp
Recent Activity
New Position
0.07%
$263,000
5,500 shares@ $47.82 avg price
SHELShell Plc Ads
Recent Activity
New Position
0.06%
$219,000
3,500 shares@ $62.58 avg price
RBRKRubrik Inc Cl A
Recent Activity
New Position
0.06%
$203,000
3,100 shares@ $65.49 avg price