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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
COTYCoty Inc
Recent Activity
Decreased -2.83%
0.51%
$1.905M
273,700 shares@ $6.97 avg price
3927⤦Green Brick Partners Pfd Ser A
Recent Activity
Decreased -5.31%
0.43%
$1.596M
69,425 shares@ $22.99 avg price
DHRDanaher Corp Com
Recent Activity
Decreased -8.83%
0.41%
$1.543M
6,721 shares@ $229.58 avg price
MDGLMadrigal Pharmaceuticals Inc
Recent Activity
Decreased -7.4%
0.41%
$1.543M
5,000 shares@ $308.6 avg price
HOODRobinhood Mkts Inc Com Cl A
Recent Activity
Decreased -21.07%
0.36%
$1.34M
35,959 shares@ $37.27 avg price
ZSZscaler
Recent Activity
Decreased -15%
0.35%
$1.303M
7,225 shares@ $180.35 avg price
7050⤦Pebblebrook Hotel Tr Pfd Ser H
Recent Activity
Decreased -0.81%
0.3%
$1.122M
60,650 shares@ $18.5 avg price
PLTRPalantir Technologies Inc Cl A
Recent Activity
Decreased -3.44%
0.29%
$1.059M
14,000 shares@ $75.65 avg price
DVNDevon Energy
Recent Activity
Decreased -83.61%
0.27%
$997,000
30,465 shares@ $32.73 avg price
OTLYOatly Group Ab
Recent Activity
Decreased -2.35%
0.21%
$757,000
1.142M shares@ $0.67 avg price