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Stacy Landsman

@Knollwood Investment Advisory, Llc

Latest period2024 - Q3ReportedManaged Assets$933.966MTotal holdings356
Assets growth rate3.89%Assets growth rate (2-Q avg)33.18%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Knollwood Investment Advisory, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 356 positions.

Assets under management

The assets under management (AUM) of Knollwood Investment Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 933.966M in assets, with a quarterly growth rate of 3.89% and a 2-quarter average growth rate of 33.18%. The portfolio is managed by Stacy Landsman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MCKMckesson Corp
Recent Activity
Decreased -10.63%
0.94%
$8.725M
17,647 shares@ $494.43 avg price
MPWRMonolithic Pwr Sys Inc
Recent Activity
Decreased -0.59%
0.72%
$6.643M
7,185 shares@ $924.51 avg price
MTDMettler Toledo International
Recent Activity
Decreased -2.5%
0.36%
$3.334M
2,223 shares@ $1499.7 avg price
MOHMolina Healthcare Inc
Recent Activity
Decreased -8.65%
0.2%
$1.858M
5,392 shares@ $344.57 avg price
SHOPShopify Inc
Recent Activity
Decreased -11.45%
0.18%
$1.66M
20,710 shares@ $80.14 avg price
ELVElevance Health Inc
Recent Activity
Decreased -16.88%
0.18%
$1.645M
3,164 shares@ $520.0 avg price
HCAHca Healthcare Inc
Recent Activity
Decreased -19.15%
0.14%
$1.29M
3,174 shares@ $406.44 avg price
WSOWatsco Inc
Recent Activity
Decreased -2.84%
0.14%
$1.241M
2,523 shares@ $491.88 avg price
LAMRLamar Advertising Co New
Recent Activity
Decreased -16.84%
0.1%
$857,445
6,418 shares@ $133.61 avg price
CUBECubesmart
Recent Activity
Decreased -27.19%
0.05%
$441,890
8,209 shares@ $53.83 avg price