Brian Goodstadt
@Paragon Capital Management Ltd
Latest period2024 - Q4ReportedManaged Assets$501.303MTotal holdings187
Assets growth rate-1.76%Assets growth rate (2-Q avg)-4.04%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Paragon Capital Management Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 187 positions.
Assets under management
The assets under management (AUM) of Paragon Capital Management Ltd 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 - Q4, they manage 501.303M in assets, with a quarterly growth rate of -1.76% and a 2-quarter average growth rate of -4.04%. The portfolio is managed by Brian Goodstadt, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
LKQLkq Corp
| 0% | $254,476 6,374 shares@ $39.93 avg price | Exited |
KLACKla Corp
| 0% | $233,872 302 shares@ $774.42 avg price | Exited |
BWABorgwarner Inc
| 0% | $226,800 6,249 shares@ $36.3 avg price | Exited |
DFJWisdomtree Tr
| 0% | $224,880 2,788 shares@ $80.66 avg price | Exited |
PHMPulte Group Inc
| 0% | $223,907 1,560 shares@ $143.54 avg price | Exited |
DINOHf Sinclair Corp
| 0% | $220,594 4,949 shares@ $44.58 avg price | Exited |
LMTLockheed Martin Corp
| 0% | $219,992 376 shares@ $585.09 avg price | Exited |
DEODiageo Plc
| 0% | $218,935 1,560 shares@ $140.35 avg price | Exited |
AMATApplied Matls Inc
| 0% | $218,071 1,079 shares@ $202.11 avg price | Exited |
MOSMosaic Co New
| 0% | $214,124 7,995 shares@ $26.79 avg price | Exited |