Joey Foxhall

@Ground Swell Capital, Llc

Latest period2024 - Q3

Reported2mo 20d ago

Managed Assets$113.7M

Total holdings149

Assets growth rate-11.99%

Assets growth rate (2-Q avg)2.62%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ground Swell Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 149 positions.

Assets under management

The assets under management (AUM) of Ground Swell Capital, Llc 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 - Q3, they manage 113.7M in assets, with a quarterly growth rate of -11.99% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Joey Foxhall, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ODFLOld Dominion Freight Line In Recent Activity Increased 262.61%	1.18%	$1.331M 6,701 shares@ $198.65 avg price	Increased 262.61%
COINCoinbase Global Inc Recent Activity New Position	1.09%	$1.232M 6,914 shares@ $178.17 avg price	New Position
EWYIshares Inc Recent Activity New Position	0.94%	$1.059M 16,550 shares@ $63.96 avg price	New Position
DXCMDexcom Inc Recent Activity New Position	0.91%	$1.025M 15,283 shares@ $67.04 avg price	New Position
EWZIshares Inc Recent Activity New Position	0.86%	$977,063 33,132 shares@ $29.5 avg price	New Position
AMDAdvanced Micro Devices Inc Recent Activity New Position	0.82%	$930,334 5,670 shares@ $164.09 avg price	New Position
EFAIshares Tr Recent Activity New Position	0.8%	$909,142 10,871 shares@ $83.64 avg price	New Position
CMGChipotle Mexican Grill Inc Recent Activity	0.77%	$864,300↓ Put 15,000 shares@ $57.62 avg price
MDYSpdr S&p Midcap 400 Etf Tr Recent Activity New Position	0.7%	$792,967 1,392 shares@ $569.67 avg price	New Position
IJHIshares Tr Recent Activity New Position	0.7%	$790,280 12,681 shares@ $62.33 avg price	New Position