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John Kostaken

@Truvestments Capital Llc

Latest period2024 - Q3ReportedManaged Assets$372.956MTotal holdings934
Assets growth rate48.6%Assets growth rate (2-Q avg)22.6%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Truvestments Capital Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 934 positions.

Assets under management

The assets under management (AUM) of Truvestments 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 372.956M in assets, with a quarterly growth rate of 48.6% and a 2-quarter average growth rate of 22.6%. The portfolio is managed by John Kostaken, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HLIOHelios Technologies Inc
Recent Activity
New Position
0.05%
$178,875
3,750 shares@ $47.7 avg price
VLOValero Energy Corp
Recent Activity
New Position
0.05%
$175,539
1,300 shares@ $135.03 avg price
MCDMcdonalds Corp
Recent Activity
New Position
0.05%
$171,603
564 shares@ $304.27 avg price
TENBTenable Hldgs Inc
Recent Activity
New Position
0.05%
$171,116
4,223 shares@ $40.53 avg price
CWHCamping World Hldgs Inc
Recent Activity
New Position
0.05%
$165,438
6,831 shares@ $24.22 avg price
SKTTanger Inc
Recent Activity
New Position
0.05%
$159,947
4,821 shares@ $33.18 avg price
WPCWp Carey Inc
Recent Activity
New Position
0.05%
$155,242
2,492 shares@ $62.3 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
New Position
0.05%
$153,371
883 shares@ $173.7 avg price
WDCWestern Digital Corp.
Recent Activity
New Position
0.05%
$151,765
2,222 shares@ $68.31 avg price
DLRDigital Rlty Tr Inc
Recent Activity
New Position
0.05%
$151,591
937 shares@ $161.79 avg price