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Long Oar Global Investors, LLC 13F Filings, Portfolio & Analysis

CIK: 0001516622
New York 101 Park Avenue 47Th Floor
Zip Code: 10178
Latest Portfolio Value
$21.65 M
-58.78%
Total Holdings
21
6
Latest Report Date
Q3 2015
Top 10 Concentration
73.12%

Long Oar Global Investors, LLC — Portfolio Overview & Company Profile

Long Oar Global Investors, LLC (CIK: 0001516622) is a financial institution headquartered at 101 Park Avenue, 47Th Floor, New York, New York 10178. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2015-09-30), the institution manages a portfolio valued at $21.65 M, comprising 21 distinct securities. Over its filing history, it has submitted 10 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2015 — Top-10 concentration: 73.1%. Quarterly turnover: 46.8%. ▲ 14 new, +0 added, −7 reduced, ×8 exited.

Portfolio Summary (Q3 2015)

Top Buys

Q3 2015
+$5.17 M
3. Ak Stl Hldg
+$1.76 M
+$1.24 M

Top Sells

Q3 2015
−$7.22 M
2. Kansas City Southern
−$6.38 M
3. Airgas
−$5.29 M

Asset Allocation

Stocks/ETFs
-58.78%
$21.65 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2015)

Name Shares Market Value Weight Change Activity
400,200 $5.17 M 23.88% ▲ 400,200 New Buy
200,000 $2.08 M 9.63% ▲ 200,000 New Buy
Ak Stl Hldg
N/A
728,531 $1.76 M 8.11% ▲ 728,531 New Buy
75,000 $1.24 M 5.74% ▲ 75,000 New Buy
125,000 $1.21 M 5.59% ▲ 125,000 New Buy
10,000 $973,000 4.49% ▲ 10,000 New Buy
10,000 $892,000 4.12% ▲ 10,000 New Buy
10,000 $891,000 4.12% ▼ 26,700 Reduce -72.8%
100,000 $850,000 3.93% ▼ 850,000 Reduce -89.5%
20,000 $761,000 3.51% ▲ 20,000 New Buy

Historical Portfolio Charts