Matthew Herman
@Logan Stone Capital, Llc
Latest period2024 - Q3ReportedManaged Assets$407.029MTotal holdings130
Assets growth rate5.08%Assets growth rate (2-Q avg)-5.83%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Logan Stone Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 130 positions.
Assets under management
The assets under management (AUM) of Logan Stone Capital, 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 407.029M in assets, with a quarterly growth rate of 5.08% and a 2-quarter average growth rate of -5.83%. The portfolio is managed by Matthew Herman, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
FTFranklin Unvl Tr
| 0.03% | $91,589 12,115 shares@ $7.56 avg price | New Position |