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Kaushal Majmudar

@Ridgewood Investments Llc

Latest period2024 - Q4ReportedManaged Assets$207.362MTotal holdings679
Assets growth rate3.53%Assets growth rate (2-Q avg)1.87%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ridgewood Investments Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 679 positions.

Assets under management

The assets under management (AUM) of Ridgewood Investments Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 207.362M in assets, with a quarterly growth rate of 3.53% and a 2-quarter average growth rate of 1.87%. The portfolio is managed by Kaushal Majmudar, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KVUEKenvue Inc
Recent Activity
Exited
0%
$115,650
5,000 shares@ $23.13 avg price
AAgilent Technologies Inc
Recent Activity
Exited
0%
$32,666
220 shares@ $148.49 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
Exited
0%
$29,290
1,000 shares@ $29.29 avg price
HTGCHercules Capital Inc
Recent Activity
Exited
0%
$27,496
1,400 shares@ $19.64 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$23,804
400 shares@ $59.51 avg price
OBDCBlue Owl Capital Corporation
Recent Activity
Exited
0%
$21,855
1,500 shares@ $14.57 avg price
EVCEntravision Communications C
Recent Activity
Exited
0%
$20,700
10,000 shares@ $2.07 avg price
BKLNInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$18,909
900 shares@ $21.01 avg price
GBDCGolub Cap Bdc Inc
Recent Activity
Exited
0%
$18,132
1,200 shares@ $15.11 avg price
GHYPgim Global High Yield Fd Fo
Recent Activity
Exited
0%
$17,892
1,400 shares@ $12.78 avg price