SEC 13F Intelligence

Managers / Q1 2020 · view latest →

Fondren Management LP

CIK 0001328331 · 1177 WEST LOOP SOUTH, SUITE 1625, HOUSTON, TX, 77027 · 713.877.0089

Reported Value
$39M
Q1 2020
Positions
69
Filings on Record
7
2019–present window
Filed
May 15, 2020
original filing

Summary

Fondren Management LP reported $39M in U.S.-listed holdings across 69 positions for Q1 2020.

Its largest position, BH, represents 11.6% of the portfolio.

Compared with Q4 2019, the fund opened 34 new positions and exited 49.

Portfolio Metrics

Turnover
+19.9%
vs prior filed quarter
Top-10 Concentration
+52.6%
share of reported value
Largest Position
+11.6%
Biglari
New / Exited
34 / 49
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, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. 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
Q1 ’19: $126MQ1 ’19Q2 ’19: $105MQ2 ’19Q3 ’19: $120MQ3 ’19Q4 ’19: $98MQ4 ’19Q1 ’20: $39MQ1 ’20Q2 ’20: $26MQ2 ’20Q3 ’20: $17MQ3 ’20filingsflow.com

Portfolio Composition

By security type
Common Stock: 84.1%ETP: 6.7%Other: 6.4%ADR: 1.9%Closed-End Fund: 0.9%
  • Common Stock · 84.1% · $33M
  • ETP · 6.7% · $3M
  • Other · 6.4% · $3M
  • ADR · 1.9% · $729,000
  • Closed-End Fund · 0.9% · $373,000

Quarter-over-Quarter Changes full breakdown →

vs Q4 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
QUMU CORPNEW+845.1K845.1K+$1M$1M
SPDR SER TRNEW+7.5K7.5K+$711,000$711,000
LYDALL INC DELNEW+110.0K110.0K+$711,000$711,000
ISHARES TRNEW+7.0K7.0K+$539,000$539,000
GDXVANECK VECTORS ETF TRNEW+20.0K20.0K+$461,000$461,000
QUANTUM CORPNEW+155.0K155.0K+$457,000$457,000
ALPS ETF TRNEW+125.0K125.0K+$430,000$430,000
JPMJPMORGAN CHASE & CONEW+4.5K4.5K+$405,000$405,000

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

Holdings — Q1 2020

67 positions
#IssuerClass% PortfolioValueShares
1BHBIGLARI HLDGS INCCOM STK CL B · COM STK CL A11.59%$5M81.0K
2OPIANT PHARMACEUTICALS INCCOM7.65%$3M314.3K
3IMMRIMMERSION CORPhistory →COM6.40%$3M470.0K
4EGYVAALCO ENERGY INChistory →COM NEW5.66%$2M2.47M
5SYNCSYNACOR INChistory →COM5.51%$2M2.13M
6SUPPORT COM INCCOM NEW3.60%$1M1.30M
7QUMU CORPCOM3.56%$1M845.1K
8PS1COMPUTER PROGRAMS & SYS INChistory →COM3.56%$1M63.0K
9RMCFROCKY MTN CHOCOLATE FACTORYhistory →COM2.59%$1M212.6K
10INGRINGREDION INChistory →COM2.49%$982,00013.0K
11TRANSGLOBE ENERGY CORPCOM2.44%$961,0002.68M
12NXT ID INCCOM NEW2.17%$856,0002.45M
13HHSHARTE-HANKS INChistory →COM2.07%$813,000517.8K
14LYDALL INC DELCOM1.81%$711,000110.0K
15SPDR SER TRBLOOMBERG BRCLYS1.81%$711,0007.5K
16MEDLEY CAP CORPCOM1.72%$678,0001.17M
17CUI GLOBAL INCCOM NEW1.66%$655,000735.0K
18UNIVERSAL STAINLESS & ALLOYCOM1.57%$617,00080.0K
19ISHARES TRIBOXX HI YD ETF1.37%$539,0007.0K
20CRD/ACRAWFORD & COCL A · CL B1.31%$515,00074.6K
21MIX TELEMATICS LTDSPONSORED ADR1.21%$476,00055.0K
22GDXVANECK VECTORS ETF TRhistory →GOLD MINERS ETF1.17%$461,00020.0K
23QUANTUM CORPCOM NEW1.16%$457,000155.0K
24ALPS ETF TRALERIAN MLP1.09%$430,000125.0K
25HQIHIREQUEST INChistory →COM1.09%$428,00071.7K
26JPMJPMORGAN CHASE & COhistory →COM1.03%$405,0004.5K
27GLOBALSCAPE INCCOM1.02%$402,00056.5K
28BCOBRINKS COCOM0.92%$364,0007.0K
29HWCCHOUSTON WIRE & CABLE COCOM0.92%$362,000165.1K
30SYYSYSCO CORPCOM0.87%$342,0007.5K
31NSPINSPERITY INCCOM0.85%$336,0009.0K
32SBUXSTARBUCKS CORPCOM0.84%$329,0005.0K
33MSFTMICROSOFT CORPCOM0.80%$315,0002.0K
34ACMAECOMCOM0.76%$299,00010.0K
35DELLDELL TECHNOLOGIES INCCL C0.75%$297,0007.5K
36XEFRXEATON VANCE SR FLTNG RTE TRCOM0.75%$296,00030.0K
37MPCMARATHON PETE CORPCOM0.75%$295,00012.5K
38VNQVANGUARD INDEX FDSREAL ESTATE ETF0.71%$279,0004.0K
39GDOTGREEN DOT CORPCL A0.65%$254,00010.0K
40TRIBGBPTRINITY BIOTECH PLCSPON ADR NEW0.64%$253,000230.0K
41VMWARE INCCL A COM0.61%$242,0002.0K
42LUBYS INCCOM0.61%$239,000357.0K
43CMPCOMPASS MINERALS INTL INCCOM0.59%$231,0006.0K
44HARVARD BIOSCIENCE INCCOM0.56%$221,000100.0K
45ATENA10 NETWORKS INCCOM0.55%$217,00035.0K
46CRMSALESFORCE COM INCCOM0.55%$216,0001.5K
47EXTERRAN CORPCOM0.55%$216,00045.0K
48UGIUGI CORP NEWCOM0.54%$213,0008.0K
49LAURLAUREATE EDUCATION INCCL A0.53%$210,00020.0K
50BKLNINVESCO EXCHANGE-TRADED FD TSR LN ETF0.52%$205,00010.0K
51BKNGBOOKING HLDGS INCCOM0.51%$202,000150
52VVVVALVOLINE INCCOM0.50%$196,00015.0K
53GPXGP STRATEGIES CORPCOM0.50%$195,00030.0K
54DFINDONNELLEY FINL SOLUTIONS INCCOM0.43%$171,00032.5K
55AVID TECHNOLOGY INCCOM0.43%$168,00025.0K
56PORTMAN RIDGE FIN CORPCOM0.43%$168,000179.1K
57TPCOTRIBUNE PUBG CO NEWCOM0.41%$162,00020.0K
58PRIMO WATER CORPORATIONCOM0.35%$136,00015.0K
59ZIXIZIX CORPCOM0.33%$129,00030.0K
60BROADVISION INCCOM PAR0.31%$124,00028.8K
61CIRCOR INTL INCCOM0.29%$116,00010.0K
62LSAKNET 1 UEPS TECHNOLOGIES INCCOM NEW0.29%$116,00040.0K
63APERGY CORPCOM0.29%$115,00020.0K
64LEAFLEAF GROUP LTDCOM0.29%$114,00085.0K
65UTIUNIVERSAL TECHNICAL INST INCCOM0.23%$89,00015.0K
66XPHDXPIONEER FLOATING RATE TRCOM0.20%$77,00010.0K
67PLX PHARMA INCCOM0.06%$23,00010.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2020$17M16Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$26M25Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$39M69May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$98M84Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$120M77Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$105M72Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$126M82May 15, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • FMLP Inc.028-19628
  • Radoff Bradley Louis028-19629

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 ↗.