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
3927⤦Green Brick Partners Pfd Ser A
Recent Activity
Decreased -5.31%
0.43%
$1.596M
69,425 shares@ $22.99 avg price
MDGLMadrigal Pharmaceuticals Inc
Recent Activity
Decreased -7.4%
0.41%
$1.543M
5,000 shares@ $308.6 avg price
DHRDanaher Corp Com
Recent Activity
Decreased -8.83%
0.41%
$1.543M
6,721 shares@ $229.58 avg price
4681⤦Jackson Financial Ser A 8
Recent Activity
Increased 1.31%
0.41%
$1.528M
58,400 shares@ $26.17 avg price
HOODRobinhood Mkts Inc Com Cl A
Recent Activity
Decreased -21.07%
0.36%
$1.34M
35,959 shares@ $37.27 avg price
CORZCore Scientific Inc
Recent Activity
Increased 27%
0.36%
$1.338M
95,250 shares@ $14.05 avg price
ZSZscaler
Recent Activity
Decreased -15%
0.35%
$1.303M
7,225 shares@ $180.35 avg price
UNTCUnit Corp
Recent Activity
Increased 6.67%
0.33%
$1.244M
41,200 shares@ $30.2 avg price
G373⤦Ftai Aviation Pfd Ser C 8.25
Recent Activity
Increased 10.27%
0.32%
$1.206M
45,650 shares@ $26.42 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