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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
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
CCitigroup Inc
Recent Activity
Increased 6.03%
0.25%
$928,000
13,188 shares@ $70.37 avg price
OTLYOatly Group Ab
Recent Activity
Decreased -2.35%
0.21%
$757,000
1.142M shares@ $0.67 avg price
JPMJp Morgan Chase & Co
Recent Activity
0.2%
$753,000
3,141 shares@ $239.74 avg price
BRK.ABerkshire Hathaway Del Cl A
Recent Activity
0.19%
$681,000
1 shares@ $681000.0 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Decreased -2.16%
0.15%
$548,000
770 shares@ $711.69 avg price
MCDMcdonalds
Recent Activity
0.14%
$512,000
1,766 shares@ $289.93 avg price
FBIOFortress Biotech Inc
Recent Activity
0.13%
$477,000
235,969 shares@ $2.03 avg price
EPDEnterprise Products Partners L
Recent Activity
Increased 76.48%
0.13%
$470,000
15,000 shares@ $31.34 avg price