Steven Nelson
@Prairiewood Capital, Llc
Latest period2024 - Q4ReportedManaged Assets$234.11MTotal holdings78
Assets growth rate-0.84%Assets growth rate (2-Q avg)5.6%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Prairiewood Capital, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 78 positions.
Assets under management
The assets under management (AUM) of Prairiewood Capital, Llc 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 234.11M in assets, with a quarterly growth rate of -0.84% and a 2-quarter average growth rate of 5.6%. The portfolio is managed by Steven Nelson, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VNQVanguard Index Fds
| 2.63% | $6.134M 68,863 shares@ $89.09 avg price | Increased 3.73% |
PFFDGlobal X Fds
| 2.49% | $5.822M 298,394 shares@ $19.52 avg price | Increased 3.1% |
BNLBroadstone Net Lease Inc
| 2.15% | $5.033M 317,344 shares@ $15.86 avg price | Increased 0.32% |
GBDCGolub Cap Bdc Inc
| 2.02% | $4.71M 310,700 shares@ $15.16 avg price | Decreased -2.18% |
ARCCAres Capital Corp
| 1.7% | $3.959M 180,842 shares@ $21.9 avg price | Increased 6.34% |
WPCWp Carey Inc
| 1.65% | $3.847M 70,612 shares@ $54.49 avg price | Increased 5.6% |
OBDCBlue Owl Capital Corporation
| 1.65% | $3.844M 254,244 shares@ $15.13 avg price | Increased 8.87% |
ORealty Income Corp
| 1.62% | $3.786M 70,885 shares@ $53.41 avg price | Increased 5.2% |
BRK.BBerkshire Hathaway Inc Del
| 1.54% | $3.601M 7,945 shares@ $453.29 avg price | Decreased -2.21% |
PRDOPerdoceo Ed Corp
| 0.93% | $2.159M 81,568 shares@ $26.48 avg price | Decreased -3.99% |