Sign In
test

Steven J Chapman

Perbak Capital Partners Llp

Assets Managed
$406.381M
Holdings
294
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
24%(2Q avg: -9.15%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Perbak Capital Partners Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 294 positions.

Assets under management

The assets under management (AUM) of Perbak Capital Partners Llp 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 2026 - Q1, they manage 406.381M in assets, with a quarterly growth rate of 24% and a 2-quarter average growth rate of -9.15%. The portfolio is managed by Steven J Chapman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XLI
Industrial Select Sect Spdr
Recent Activity
Increased 93.02%
18.39%
$74.707M
461,922 shares@ $161.73 avg price
XLY
Consumer Discretionary Selt
Recent Activity
New Position
4.16%
$16.9M
155,076 shares@ $108.98 avg price
XLP
Consumer Staples Spdr
Recent Activity
Decreased -3.95%
4.03%
$16.348M
199,409 shares@ $81.99 avg price
OIH
Vaneck Oil Services Etf
Recent Activity
Decreased -47.37%
3.4%
$13.788M
34,112 shares@ $404.22 avg price
KIE
Spdr S&p Insurance Etf
Recent Activity
Decreased -28.6%
2.83%
$11.486M
208,841 shares@ $55.0 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -82.12%
2.74%
$11.126M
57,970 shares@ $191.92 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -75.27%
2.69%
$10.895M
16,753 shares@ $650.34 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
New Position
2.13%
$8.649M
97,504 shares@ $88.71 avg price
XLB
Materials Select Sector Spdr
Recent Activity
New Position
2.11%
$8.557M
171,243 shares@ $49.98 avg price
XLV
Health Care Select Sector
Recent Activity
New Position
2.11%
$8.552M
58,330 shares@ $146.61 avg price

1-10 of 294