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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
CTASCintas Corp
Recent Activity
Increased 300%
0.66%
$6.151M
29,876 shares@ $205.89 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1633.75%
0.52%
$4.83M
28,000 shares@ $172.5 avg price
ELUTElutia Inc
Recent Activity
Increased 128.39%
0.42%
$3.832M
934,617 shares@ $4.11 avg price
VRTVertiv Holdings Co
Recent Activity
Increased 59.24%
0.29%
$2.701M
27,150 shares@ $99.5 avg price
WSMWilliams Sonoma Inc
Recent Activity
Increased 100%
0.14%
$1.307M
8,434 shares@ $154.92 avg price
DBCInvesco Db Commdy Indx Trck
Recent Activity
Increased 0.25%
0.05%
$407,207
18,285 shares@ $22.28 avg price
VNQVanguard Index Fds
Recent Activity
Increased 3.98%
0.04%
$280,277
2,877 shares@ $97.42 avg price
IVVIshares Tr
Recent Activity
Increased 10.41%
0.03%
$250,917
435 shares@ $576.83 avg price