SEC 13F Intelligence

Managers / Q3 2021 · view latest →

Kingfisher Capital LLC

CIK 0001483170 · 201 SOUTH COLLEGE STREET, SUITE 2250, CHARLOTTE, NC, 28244 · 7043331710

Reported Value
$385M
Q3 2021
Positions
178
Filings on Record
23
2019–present window
Filed
Oct 29, 2021
original filing

Summary

Kingfisher Capital LLC reported $385M in U.S.-listed holdings across 178 positions for Q3 2021.

Its largest position, Proshares Ultrashort S P 500, represents 3.4% of the portfolio.

Compared with Q2 2021, the fund opened 9 new positions and exited 10.

Portfolio Metrics

Turnover
+8.5%
vs prior filed quarter
Top-10 Concentration
+21.9%
share of reported value
Largest Position
+3.4%
Proshares Ultrashort S P 500
New / Exited
9 / 10
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: $156MQ1 ’19Q2 ’19: $162MQ3 ’19: $168MQ4 ’19: $214MQ4 ’19Q1 ’20: $195MQ2 ’20: $225MQ3 ’20: $278MQ3 ’20Q4 ’20: $330MQ1 ’21: $358MQ2 ’21: $392MQ2 ’21Q3 ’21: $385MQ4 ’21: $432MQ1 ’22: $388MQ1 ’22Q2 ’22: $350MQ3 ’22: $363MQ4 ’22: $376MQ4 ’22Q1 ’23: $381MQ2 ’23: $384MQ3 ’23: $367MQ3 ’23Q4 ’23: $384MQ1 ’24: $415MQ2 ’24: $428MQ2 ’24Q3 ’24: $437Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 58.4%ETP: 27.7%Other: 5.6%PUBLIC: 4.8%REIT: 1.5%Other: 2.0%
  • Common Stock · 58.4% · $225M
  • ETP · 27.7% · $107M
  • Other · 5.6% · $22M
  • PUBLIC · 4.8% · $18M
  • REIT · 1.5% · $6M
  • Other · 2.0% · $8M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
META MATERIALS ORDNEW+129.9K129.9K+$750,000$750,000
GNRCGenerac Holdings IncNEW+1.5K1.5K+$625,000$625,000
PBLC STRG DEP REP 1 1000 SRS N PRFNEW+12.0K12.0K+$308,000$308,000
MELIMercadolibre, IncNEW+133133+$223,000$223,000
TSLATesla Motors, Inc.NEW+280280+$217,000$217,000
METLIFE 1000 DS REP SRS F PRFNEW+8.0K8.0K+$212,000$212,000
IHIiShares US Medical DevicesNEW+3.2K3.2K+$200,000$200,000
Direxion Daily Technology Bear 3X ETFNEW+35.0K35.0K+$166,000$166,000

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

Holdings — Q3 2021

175 positions (from 178 filing rows — )
#IssuerClass% PortfolioValueShares
1ProShares Ultrashort S&P 500Equities3.44%$13M1.50M
2IAUiShares Gold Trusthistory →Equities3.32%$13M382.2K
3IGSBIshares Tr Sh Tr Crport Etfhistory →Equities2.47%$9M173.8K
4AAPLApple, Inc.history →Equities2.16%$8M58.9K
5IVViShares S&P 500 Indexhistory →Equities2.03%$8M18.2K
6MSFTMicrosoft Corporationhistory →Equities1.78%$7M24.3K
7BSVVanguard Bd Index Fdinc Short Term Bdhistory →Equities1.75%$7M82.4K
8TOTLSPDR DoubleLine Total Return Tact ETFhistory →Equities1.70%$7M135.2K
9GOOGLAlphabet Inc Class AEquities1.65%$6M2.4K
10SCHOSchwab Short-Term US Treasury ETFhistory →Equities1.65%$6M123.7K
11SCHPSchwab US TIPS ETFhistory →Equities1.52%$6M93.7K
12FNVFranco-Nevado Corphistory →Equities1.46%$6M43.3K
13NVDANVIDIA Corporationhistory →Equities1.43%$6M26.6K
14ABTAbbott Laboratorieshistory →Equities1.38%$5M45.1K
15BABPowerShares Build America Bond Portfoliohistory →Equities1.35%$5M157.8K
16SPIBSPDR Portfolio Interm Term Corp Bd ETFhistory →Equities1.31%$5M138.3K
17Apollo Global Mgmt Llc Com Npv Cl AEquities1.29%$5M80.7K
18HCAHCA Inc.history →Equities1.28%$5M20.4K
19ILMNIllumina Inchistory →Equities1.27%$5M12.1K
20AWKAmerican Water Works Company, Inc.history →Equities1.25%$5M28.5K
21DHRDanaher Corporationhistory →Equities1.24%$5M15.7K
22AAgilent Technologies, Inc.history →Equities1.22%$5M29.8K
23AMZNAmazon.com, Inc.history →Equities1.22%$5M1.4K
24SHWSherwin-Williams Companyhistory →Equities1.21%$5M16.6K
25TMOThermo Fisher Scientific, Inc.history →Equities1.16%$4M7.8K
26BRK/BBerkshire Hathaway Inc.Equities1.13%$4M13.0K
27Laboratory Corp. of America HoldingsEquities1.07%$4M14.6K
28INTUIntuit Inc.history →Equities1.02%$4M7.3K
29ROPRoper Inds Inchistory →Equities1.02%$4M8.8K
30COSTCostco Wholesale Corporationhistory →Equities1.02%$4M8.7K
31QCOMQualcomm, Inc.history →Equities1.01%$4M30.0K
32KYNKayne Anderson Mlp InvtEquities0.98%$4M473.8K
33AXPAmerican Express CompanyEquities0.94%$4M21.6K
34Vornado Realty Preferred M 2022Equities0.94%$4M138.2K
35EXPOExponent IncEquities0.93%$4M31.5K
36NKENike Inc. Class BEquities0.92%$4M24.4K
37PYPLPayPal Holdings IncEquities0.92%$4M13.6K
38ECLEcolab IncorporatedEquities0.89%$3M16.5K
39AERAercap Holdings NvEquities0.89%$3M59.0K
40CCThe Chemours CompanyEquities0.88%$3M116.6K
41TSMTaiwan Semiconductor ManufacturingEquities0.86%$3M29.8K
42VWOVanguard FTSE Emerging Markets ETFEquities0.86%$3M65.9K
43ADBEAdobe Systems Inc.Equities0.84%$3M5.6K
44SBLKStar Bulk Carriers Corp.Equities0.83%$3M132.5K
45ORLYO'REILLY AUTOMOTIVE INC COMEquities0.81%$3M5.1K
46MLMMartin Marietta MatlsEquities0.78%$3M8.8K
47CVSCVS Health CorpEquities0.78%$3M35.3K
48CAPITAL ONE FIN DS RP 1 40 SRS K PRFEquities0.78%$3M115.7K
49TERTeradyne IncEquities0.77%$3M27.0K
50DISWalt Disney CompanyEquities0.75%$3M17.1K
51JELDJELD-WEN Holding IncEquities0.75%$3M115.0K
52PSAPublic Storage ComEquities0.74%$3M9.6K
53CCICrown Castle Intl Corp New Com Isin #us2Equities0.73%$3M16.2K
54VOVanguard Mid-Cap ETFEquities0.72%$3M11.8K
55TDYTeledyne Tech IncEquities0.72%$3M6.4K
56HONHoneywell International IncorporatedEquities0.71%$3M12.9K
57POOLPool CorpEquities0.71%$3M6.3K
58Oaktree Capital Preferred B 2023Equities0.71%$3M101.3K
59BLDRBuilders Firstsource IncEquities0.71%$3M52.5K
60QQQPowerShares QQQEquities0.70%$3M7.5K
61FISVFiserv IncEquities0.69%$3M24.3K
62PGRProgressive CorporationEquities0.68%$3M28.8K
63CECelanese CorpEquities0.67%$3M17.2K
64AOSSmith A O CorpEquities0.67%$3M42.4K
65CNCCentene Corp DelEquities0.67%$3M41.1K
66BNDVanguard Total Bond Market ETFEquities0.66%$3M29.6K
67DUKDuke Energy Corporation NewEquities0.66%$3M25.9K
68AXONAxon Enterprise IncEquities0.64%$2M14.2K
69MTNVail Resorts IncEquities0.63%$2M7.3K
70Pioneer Natural Resources CompanyEquities0.63%$2M14.5K
71Cooper Cos Inc NewEquities0.62%$2M5.7K
72PHMPulte Homes, Inc.Equities0.60%$2M50.0K
73VVisa Inc.Equities0.57%$2M9.8K
74XYZSquare IncEquities0.55%$2M8.8K
75IJRiShares S&P SmallCap 600 IndexEquities0.51%$2M17.9K
76VTIVanguard Total Stock Market VIPERsEquities0.51%$2M8.8K
77ICEIntercontinental ExchangeEquities0.49%$2M16.3K
78RSPHRydex ETF Trust Health CareEquities0.49%$2M6.3K
79ALVAutoliv IncEquities0.47%$2M21.1K
80USIGiShares US Credit BondEquities0.46%$2M29.7K
81DFHDream Finders HomesEquities0.46%$2M102.7K
82IDEViShares Core MSCI Intl Dev Mkts ETFEquities0.46%$2M26.3K
83ROSTRoss Stores IncEquities0.46%$2M16.2K
84PFEPfizer Inc.Equities0.45%$2M40.1K
85FSKFS KKR Capital CorpEquities0.44%$2M77.6K
86SUBiShares Short-Term National Muni BondEquities0.44%$2M15.8K
87VXFVanguard Extended Market Etf S & P ComplEquities0.44%$2M9.2K
88TSLXSixth Street Specialty Lending IncEquities0.43%$2M74.0K
89TIPiShares Barclays TIPS BondEquities0.42%$2M12.7K
90PUBLIC STORAGE 1000 DS REP SRS M PRFEquities0.42%$2M62.1K
91GPNGlobal Payments Inc.Equities0.41%$2M10.0K
92BACBank of America CorporationEquities0.39%$2M35.8K
93Allstate Preferred H 2024Equities0.39%$2M55.5K
94JNJJohnson & JohnsonEquities0.37%$1M8.9K
95PGProcter & Gamble CompanyEquities0.33%$1M9.2K
96SHYiShares Tr 1-3 Yr Trs BdEquities0.31%$1M13.7K
97Enbridge Inc 6.375 Snt18 B 78Equities0.31%$1M44.4K
98Goldman Sachs C pfdEquities0.30%$1M45.7K
99Bank of America CorpEquities0.29%$1M44.4K
100VUGVANGUARD GROWTH ETF MSCI US PR IME MKTEquities0.29%$1M3.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2024$437M171Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$428M170Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$415M162May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$384M168Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$367M165Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$384M170Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$381M168May 2, 202313F-HRchanges · EDGAR ↗
Q4 2022$376M165Jan 19, 202313F-HRchanges · EDGAR ↗
Q3 2022$363M176Nov 1, 202213F-HRchanges · EDGAR ↗
Q2 2022$350M168Jul 29, 202213F-HRchanges · EDGAR ↗
Q1 2022$388M180May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$432M189Jan 25, 202213F-HRchanges · EDGAR ↗
Q3 2021$385M178Oct 29, 202113F-HRchanges · EDGAR ↗
Q2 2021$392M179Aug 3, 202113F-HRchanges · EDGAR ↗
Q1 2021$358M179May 7, 202113F-HRchanges · EDGAR ↗
Q4 2020$330M165Jan 28, 202113F-HRchanges · EDGAR ↗
Q3 2020$278M154Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$225M138Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$195M141May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$214M151Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$168M133Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$162M124Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$156M125May 15, 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 ↗.