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Thomas J. Karwacki

@Park Circle Co

Latest period2024 - Q3ReportedManaged Assets$114.059MTotal holdings107
Assets growth rate8.98%Assets growth rate (2-Q avg)2.43%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Park Circle Co's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of Park Circle Co 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 114.059M in assets, with a quarterly growth rate of 8.98% and a 2-quarter average growth rate of 2.43%. The portfolio is managed by Thomas J. Karwacki, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MTBM&t Bk Corp
Recent Activity
Decreased -13.96%
1.45%
$1.646M
9,241 shares@ $178.13 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -24.47%
1.39%
$1.579M
13,468 shares@ $117.23 avg price
PFEPfizer Inc
Recent Activity
Decreased -32.56%
0.45%
$509,344
17,600 shares@ $28.94 avg price
NYCBNew York Cmnty Bank Corp Inc
Recent Activity
Decreased -66.7%
0.01%
$7,479
666 shares@ $11.23 avg price