SEC 13F Intelligence

Managers / Q4 2019 · view latest →

C V STARR & CO INC

CIK 0001340459 · 399 PARK AVE 17TH FL, NEW YORK, NY, 10022 · 212-230-5050

Reported Value
$30M
Q4 2019
Positions
10
Filings on Record
26
2019–present window
Filed
Jan 15, 2020
original filing

Summary

C V Starr & Co Inc reported $30M in U.S.-listed holdings across 10 positions for Q4 2019.

The portfolio is heavily concentrated: AHQ alone accounts for 39.2% of reported value.

The book was largely unchanged from Q3 2019.

Portfolio Metrics

Turnover
+3.0%
vs prior filed quarter
Top-10 Concentration
+100.0%
share of reported value
Largest Position
+39.2%
American Woodmark Ord

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: $18MQ4 ’18Q1 ’19: $31MQ2 ’19: $31MQ3 ’19: $29MQ4 ’19: $30MQ4 ’19Q1 ’20: $16MQ2 ’20: $4MQ3 ’20: $5MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $27MQ4 ’21Q1 ’22: $71MQ2 ’22: $29MQ3 ’22: $21MQ1 ’23: $7,836Q1 ’23Q2 ’23: $8MQ3 ’23: $5MQ4 ’24: $128MQ1 ’25: $130MQ1 ’25Q2 ’25: $192MQ3 ’25: $217MQ4 ’25: $182MQ1 ’26: $192MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 65.8%MLP: 31.2%REIT: 3.1%
  • Common Stock · 65.8% · $20M
  • MLP · 31.2% · $9M
  • REIT · 3.1% · $931,000

Quarter-over-Quarter Changes full breakdown →

vs Q3 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AHQAMERICAN WOODMARK ORDHELD+0114.0K+$2M$12M
WESWESTERN MIDSTREAM PARTNERS COM UNTHELD+076.3K−$397,000$2M
MPLXMPLX COM UNTHELD+073.6K−$188,000$2M
AMZNAMAZON COM ORDHELD+01.5K+$168,000$3M
PAAPLAINS ALL AMERICAN PIPELINE UNTHELD+070.0K−$166,000$1M
KMIKINDER MORGAN CL P ORDHELD+092.6K+$52,000$2M
WMBWILLIAMS ORDHELD+0141.1K−$48,000$3M
ETENERGY TRANSFER UNTHELD+0177.3K−$45,000$2M

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

Holdings — Q4 2019

10 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AHQAMERICAN WOODMARK ORDhistory →COM39.20%$12M114.0K
2WMBWILLIAMS ORDhistory →COM11.01%$3M141.1K
3AMZNAMAZON COM ORDhistory →COM9.12%$3M1.5K
4EPDENTERPRISE PRODUCTS PARTNERS UNThistory →COM8.34%$3M90.0K
5ETENERGY TRANSFER UNThistory →COM UT LTD PTN7.48%$2M177.3K
6KMIKINDER MORGAN CL P ORDhistory →COM6.45%$2M92.6K
7MPLXMPLX COM UNThistory →COM UNIT REP LTD6.17%$2M73.6K
8WESWESTERN MIDSTREAM PARTNERS COM UNThistory →COM UNIT LP INT4.94%$2M76.3K
9PAAPLAINS ALL AMERICAN PIPELINE UNThistory →UNIT LTD PARTN4.23%$1M70.0K
10BXMTBLACKSTONE MORTGAGE CL A REIT ORDhistory →COM CL A3.06%$931,00025.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$192M5May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$182M5Feb 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$217M5Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$192M5Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$130M5May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$128M6Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2023$5M2Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$8M2Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$7,8362May 3, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review2Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$21M2Oct 31, 202213F-HRchanges · EDGAR ↗
Q2 2022$29M2Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$71M2May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$27M2Jan 27, 202213F-HRchanges · EDGAR ↗
Q3 2021$5M1Nov 2, 202113F-HRchanges · EDGAR ↗
Q2 2021$5M1Jul 19, 202113F-HRchanges · EDGAR ↗
Q1 2021$5M1Apr 21, 202113F-HRchanges · EDGAR ↗
Q4 2020$5M1Feb 2, 202113F-HRchanges · EDGAR ↗
Q3 2020$5M1Oct 9, 202013F-HRchanges · EDGAR ↗
Q2 2020$4M1Jul 20, 202013F-HRchanges · EDGAR ↗
Q1 2020$16M11Apr 9, 202013F-HRchanges · EDGAR ↗
Q4 2019$30M10Jan 15, 202013F-HRchanges · EDGAR ↗
Q3 2019$29M10Oct 11, 201913F-HRchanges · EDGAR ↗
Q2 2019$31M10Jul 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$31M10Apr 25, 201913F-HRchanges · EDGAR ↗
Q4 2018$18M9Feb 1, 201913F-HRchanges · EDGAR ↗

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 ↗.