Neo Ivy Capital Management Portfolio Holdings
Neo Ivy Capital Management
- $497 Million
- Q4 2024
Neo Ivy Capital Management has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $497 Million distributed in 258 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Kenvue Inc with a value of $8.23M, Comcast Corp with a value of $8.22M, Ford Motor CO with a value of $8.22M, Johnson & Johnson with a value of $8.25M, and Adobe Inc. with a value of $8.21M.
Examining the 13F form we can see an increase of $202M in the current position value, from $294M to 497M.
Neo Ivy Capital Management is based out at New York, NY
Below you can find more details about Neo Ivy Capital Management portfolio as well as his latest detailed transactions.
Portfolio value
$497 Million
Technology: $106 Million
Consumer Cyclical: $79.3 Million
Healthcare: $73.4 Million
Industrials: $66.9 Million
Energy: $42.7 Million
Financial Services: $30.6 Million
Communication Services: $21.2 Million
Consumer Defensive: $16 Million
Other: $34.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 258
- Current Value $497 Million
- Prior Value $294 Million
- Filing
- Period Q4 2024
- Filing Date February 18, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 164 stocks
- Additional Purchases 61 stocks
- Sold out of 0 stocks
- Reduced holdings in 33 stocks