Ota Financial Group L.P. Portfolio Holdings

Ota Financial Group L.P.

  • $143 Million
  • Q2 2023

Ota Financial Group L.P. has filed its 13F form on August 17, 2023 for Q2 2023 where it was disclosed a total value porftolio of $143 Million distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Occidental Pete Corp Wt Exp 08 with a value of $64.7M, Booking Holdings Inc. with a value of $45.9M, Berkshire Hathaway Inc Class B with a value of $20.5M, Scilex Holding CO with a value of $5.76M, and Alphabet Inc. with a value of $5.09M.

Examining the 13F form we can see an increase of $29.6M in the current position value, from $114M to 143M.

Below you can find more details about Ota Financial Group L.P. portfolio as well as his latest detailed transactions.

Portfolio value $143 Million
Consumer Cyclical: $45.9 Million
Financial Services: $20.5 Million
Communication Services: $5.94 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $143 Million
  • Prior Value $114 Million
  • Filing
  • Period Q2 2023
  • Filing Date August 17, 2023
  • Form Type 13F-HR
  • Activity in Q2 2023
  • New Purchases 3 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track This Portfolio

Track Ota Financial Group L.P. Portfolio

Follow Ota Financial Group L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ota Financial Group L.P., based on Form 13F filings with the SEC.

News

Stay updated on Ota Financial Group L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email