John Lee
@Aventail Capital Group, Lp
Latest period2024 - Q3ReportedManaged Assets$1.699BTotal holdings91
Assets growth rate18.65%Assets growth rate (2-Q avg)13.98%Continuous growth in asset value3 quarters
Portfolio positions
This chart displays the top 10 holdings in Aventail Capital Group, Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 91 positions.
Assets under management
The assets under management (AUM) of Aventail Capital Group, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.699B in assets, with a quarterly growth rate of 18.65% and a 2-quarter average growth rate of 13.98%. The portfolio is managed by John Lee, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
HXLHexcel Corp New
| 0% | $2.742M 43,907 shares@ $62.45 avg price | Exited |
MYRGMyr Group Inc Del
| 0% | $2.231M 16,436 shares@ $135.72 avg price | Exited |
G423⤦Hafnia Ltd
| 0% | $1.067M 127,199 shares@ $8.4 avg price | Exited |
ACAArcosa Inc
| 0% | $1.041M 12,477 shares@ $83.42 avg price | Exited |
ROADConstruction Partners Inc
| 0% | $979,094 17,734 shares@ $55.21 avg price | Exited |
SUMSummit Matls Inc
| 0% | $895,078 24,449 shares@ $36.62 avg price | Exited |
ATKRAtkore Inc
| 0% | $558,070 4,136 shares@ $134.93 avg price | Exited |
BIPCBrookfield Infrastructure Co
| 0% | $312,196 9,275 shares@ $33.66 avg price | Exited |