SEC 13F Intelligence

Managers / Q4 2019 · view latest →

KNOTT DAVID M

CIK 0000808722

Reported Value
$247M
Q4 2019
Positions
152
Filings on Record
12
2019–present window
Filed
Feb 14, 2020
original filing

Summary

Knott David M reported $247M in U.S.-listed holdings across 152 positions for Q4 2019.

Its largest position, LGND, represents 14.5% of the portfolio.

Compared with Q3 2019, the fund opened 11 new positions and exited 16.

Portfolio Metrics

Turnover
+10.0%
vs prior filed quarter
Top-10 Concentration
+57.5%
share of reported value
Largest Position
+14.5%
Ligand Pharmaceuticals Incorporated
New / Exited
11 / 16
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $213MQ4 ’18Q1 ’19: $251MQ2 ’19: $237MQ2 ’19Q3 ’19: $238MQ4 ’19: $247MQ4 ’19Q1 ’20: $158MQ2 ’20: $183MQ2 ’20Q3 ’20: $170MQ4 ’20: $221MQ4 ’20Q1 ’21: $234MQ2 ’21: $281MQ2 ’21Q3 ’21: $275Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 72.5%MLP: 7.4%Ltd Part: 7.0%Other: 6.9%PUBLIC: 5.5%Other: 0.7%
  • Common Stock · 72.5% · $179M
  • MLP · 7.4% · $18M
  • Ltd Part · 7.0% · $17M
  • Other · 6.9% · $17M
  • PUBLIC · 5.5% · $14M
  • Other · 0.7% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
Fannie Mae Float Series FNEW+81.9K81.9K+$2M$2M
Alkermes PLCNEW+43.1K43.1K+$879,000$879,000
Fannie Mae Float - Series GNEW+22.5K22.5K+$393,000$393,000
uniQure N.V.NEW+4.9K4.9K+$351,000$351,000
Alimera Sciences, Inc.NEW+45.2K45.2K+$342,000$342,000
COLLCollegium Pharmaceutical, Inc.NEW+12.5K12.5K+$257,000$257,000
Strongbridge Biopharma PLCNEW+100.0K100.0K+$209,000$209,000
VLYValley National BancorpNEW+12.5K12.5K+$143,000$143,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2019

46 positions
#IssuerClass% PortfolioValueShares
1LGNDLigand Pharmaceuticals Incorporatedhistory →Common14.85%$37M351.2K
2FTAIEURFortress Trans & Infrastructure Inv. LLChistory →Common7.04%$17M888.5K
3SRCLEURStericycle, Inc.history →Common6.96%$17M269.1K
4UPLDEURUpland Software, Inc.history →Common6.34%$16M438.0K
5APOEURApollo Global Management, Inc.history →Common4.59%$11M237.5K
6GOOGAlphabet Inc-Cl Chistory →Common4.28%$11M7.9K
7MPLXMPLX LPhistory →Common3.78%$9M366.6K
8International Gaming TechnologiesCommon3.64%$9M600.0K
9FSICUSDFS KKR Capital Corp.history →Common3.48%$9M1.40M
10Calumet Specialty Products Partners, LPCommon2.96%$7M2.00M
11LKQ1LKQ Corporationhistory →Common2.89%$7M200.0K
12MIC2USDMacquarie Infrastructure Corporationhistory →Common2.84%$7M163.6K
13AYAEURThe Stars Group Inc.history →Common2.64%$7M250.0K
14PFEPfizer Inc.history →Common2.09%$5M131.9K
15CCXIEURChemoCentryx, Inc.history →Common1.70%$4M106.1K
16Fannie Mae Float Series PCommon1.69%$4M336.4K
17AOBCEURAmerican Outdoor Brands Corporationhistory →Common1.47%$4M390.0K
18CLDNEUREiger BioPharmaceuticals, Inc.history →Common1.42%$3M234.4K
19JPMJP Morgan Chasehistory →Common1.31%$3M23.1K
20BioDelivery Sciences International, Inc.Common1.29%$3M504.6K
21BMYBristol-Myers Squibb Companyhistory →Common1.14%$3M43.7K
22XENEXenon Pharmaceuticals Inc.history →Common1.04%$3M195.7K
23ABBVAbbVie Inc.history →Common1.00%$2M28.0K
24Horizon Therapeutics Public Ltd. CompanyCommon0.89%$2M60.9K
25AIMTAimmune Therapeutics, Inc.Common0.76%$2M56.0K
26BLUBELLUS Health Inc.Common0.74%$2M242.6K
27VKTXViking Therapeutics, Inc.Common0.71%$2M218.1K
28Fannie Mae 8.25 percent Series TCommon0.67%$2M146.7K
29Freddie Mac 8.375 percent Series ZCommon0.67%$2M139.5K
30STMLEURStemline Therapeutics, Inc.Common0.63%$2M145.5K
31ABAllianceBernstein Holdings PL Unit LtdCommon0.60%$1M49.0K
32CHRSCoherus Biosciences, Inc.Common0.55%$1M75.7K
33RDUSEURRadius Health Inc.Common0.54%$1M65.6K
34Foamix Pharmaceuticals Ltd.Common0.51%$1M381.1K
35KDMNKadmon Holdings, Inc.Common0.51%$1M275.0K
36BACVerizon Communications Inc.Common0.42%$1M17.0K
37RHPRyman Hospitality Ppty Inc.Common0.42%$1M12.0K
38Global Medical REIT, Inc. Ser A Cum Pfd.Common0.38%$943,00035.0K
39Alkermes PLCCommon0.36%$879,00043.1K
40Fannie Mae 4.75 percent Series MCommon0.34%$851,00043.0K
41Cidara Therapeutics, Inc.Common0.34%$838,000218.2K
42KMBKimberly Clark CorporationCommon0.33%$825,0006.0K
43Freddie Mac 5.57 percent Series VCommon0.32%$794,00080.0K
44TAT&T Inc.Common0.32%$782,00020.0K
45JNJJohnson & JohnsonCommon0.30%$741,0005.1K
46MDLZMondelez Int'lt Inc.Common0.29%$716,00013.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2021$275M197Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$281M195Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$234M166May 13, 202113F-HRchanges · EDGAR ↗
Q4 2020$221M145Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$170M135Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$183M127Aug 12, 202013F-HRchanges · EDGAR ↗
Q1 2020$158M156May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$247M152Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$238M157Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$237M148Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$251M143May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$213M133Feb 12, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • DORSET MANAGEMENT CORP028-10281

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.