SEC 13F Intelligence

Cobalt Capital Management, Inc. / LPLA

Cobalt Capital Management, Inc.’s Lpl Finl Hldgs Inc Position

Does Cobalt Capital Management, Inc. own Lpl Finl Hldgs Inc (LPLA)? Not currently — the last reported position was 12.0K shares worth $4M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2024
Shares
12.0K
% of Portfolio
+1.63%
Quarters Held
2
position exited

Position History LPLA

Reported value by quarter
Q3 ’24: $9MQ3 ’24Q4 ’24: $4MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202412.0K$4M+1.63%
Q3 202440.0K$9M+4.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cobalt Capital Management, Inc.’s full portfolio or all institutional holders of LPLA.