Joey Foxhall

@Ground Swell Capital, Llc

Latest period2024 - Q3

Reported2mo 21d 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
CIVICivitas Resources Inc Recent Activity New Position	0.23%	$257,657 5,085 shares@ $50.68 avg price	New Position
BZKanzhun Limited Recent Activity New Position	0.23%	$256,876 14,797 shares@ $17.37 avg price	New Position
EZAIshares Inc Recent Activity New Position	0.23%	$256,838 5,096 shares@ $50.4 avg price	New Position
0605⤦Bank America Corp Recent Activity New Position	0.23%	$255,875 201 shares@ $1273.01 avg price	New Position
MAAMid-amer Apt Cmntys Inc Recent Activity New Position	0.23%	$255,829 1,610 shares@ $158.9 avg price	New Position
CECelanese Corp Del Recent Activity New Position	0.23%	$255,605 1,880 shares@ $135.97 avg price	New Position
ANETArista Networks Inc Recent Activity New Position	0.23%	$254,856 664 shares@ $383.82 avg price	New Position
BXBlackstone Inc Recent Activity New Position	0.23%	$253,583 1,656 shares@ $153.13 avg price	New Position
GMGeneral Mtrs Co Recent Activity New Position	0.22%	$243,481 5,430 shares@ $44.84 avg price	New Position
PDDPdd Holdings Inc Recent Activity New Position	0.22%	$241,984 1,795 shares@ $134.82 avg price	New Position