Lisa Conrad
@Whitebox Advisors Llc
Latest period2024 - Q3ReportedManaged Assets$3.668TTotal holdings317
Assets growth rate4.91%Assets growth rate (2-Q avg)-4.13%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Whitebox Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 317 positions.
Assets under management
The assets under management (AUM) of Whitebox Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.668T in assets, with a quarterly growth rate of 4.91% and a 2-quarter average growth rate of -4.13%. The portfolio is managed by Lisa Conrad, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
NOMNuveen Missouri Qlt Mun Inc
| 0.01% | $162.45M 14,718 shares@ $11037.51 avg price | Increased 24.41% |