SEC 13F Intelligence

Managers / Q1 2021 · view latest →

Elm Ridge Management, LLC

CIK 0001483276 · 298 SCARBOROUGH RD., BRIARCLIFF MANOR, NY, 10510 · (914) 250-1000

Reported Value
$64M
Q1 2021
Positions
27
Filings on Record
21
2019–present window
Filed
May 17, 2021
original filing

Summary

Elm Ridge Management, LLC reported $64M in U.S.-listed holdings across 27 positions for Q1 2021.

Its largest position, AER, represents 8.0% of the portfolio.

Compared with Q4 2020, the fund opened 4 new positions and exited 2.

Portfolio Metrics

Turnover
+7.0%
vs prior filed quarter
Top-10 Concentration
+53.6%
share of reported value
Largest Position
+8.0%
Aercap
New / Exited
4 / 2
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: $134MQ1 ’19Q2 ’19: $124MQ3 ’19: $107MQ4 ’19: $111MQ4 ’19Q1 ’20: $28MQ2 ’20: $34MQ3 ’20: $37MQ3 ’20Q4 ’20: $49MQ1 ’21: $64MQ2 ’21: $70MQ2 ’21Q3 ’21: $73MQ4 ’21: $79MQ1 ’22: $96MQ1 ’22Q2 ’22: $91MQ3 ’22: $83MQ4 ’22: $105MQ4 ’22Q1 ’23: $96MQ2 ’23: $82MQ3 ’23: $83MQ3 ’23Q4 ’23: $90MQ1 ’24: $89Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 92.4%Other: 3.9%NY Reg Shrs: 3.7%
  • Common Stock · 92.4% · $59M
  • Other · 3.9% · $2M
  • NY Reg Shrs · 3.7% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
YELLOW CORPNEW+246.6K246.6K+$2M$2M
NOVNOV INCNEW+156.4K156.4K+$2M$2M
NEXTIER OILFIELD SOLUTIONSNEW+468.3K468.3K+$2M$2M
ARK ETF TRNEW+19.8K19.8K+$308,000$308,000
MGAMAGNA INTL INCADDED+7.9K15.5K+$824,000$1M
URIUNITED RENTALS INCSOLD OUT7.3K0$2M$0
YRC WORLDWIDE INCSOLD OUT275.8K0$1M$0
CRCCALIFORNIA RES CORPADDED+40.9K103.7K+$1M$2M

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

Holdings — Q1 2021

26 positions
#IssuerClass% PortfolioValueShares
1AERAERCAP HOLDINGS NVhistory →SHS7.99%$5M86.7K
2AAALCOA CORPhistory →COM7.90%$5M155.0K
3CNQCANADIAN NAT RES LTDhistory →COM6.58%$4M136.0K
4ADNTADIENT PLChistory →ORD SHS5.79%$4M83.5K
5EQTEQT CORPhistory →COM4.56%$3M156.4K
6COPCONOCOPHILLIPShistory →COM4.54%$3M54.6K
7UFSDOMTAR CORPhistory →COM NEW4.35%$3M75.1K
8FDXFEDEX CORPhistory →COM4.02%$3M9.0K
9CCCHEMOURS COhistory →COM3.97%$3M90.8K
10CRCCALIFORNIA RES CORPhistory →COM STOCK3.91%$2M103.7K
11BPOPPOPULAR INChistory →COM NEW3.85%$2M34.9K
12MTARCELORMITTAL SA LUXEMBOURGhistory →NY REGISTRY SH3.67%$2M80.2K
13WFCWELLS FARGO CO NEWhistory →COM3.59%$2M58.5K
14YELLOW CORPCOM3.40%$2M246.6K
15LEALEAR CORPhistory →COM NEW3.37%$2M11.8K
16NOVNOV INChistory →COM3.37%$2M156.4K
17CCITIGROUP INChistory →COM NEW3.23%$2M28.3K
18RRCRANGE RES CORPhistory →COM3.09%$2M190.5K
19NEXTIER OILFIELD SOLUTIONSCOM2.73%$2M468.3K
20HOUGHTON MIFFLIN HARCOURT COCOM2.68%$2M224.5K
21LYBLYONDELLBASELL INDUSTRIES Nhistory →SHS - A -2.57%$2M15.7K
22VTRSVIATRIS INChistory →COM2.52%$2M115.0K
23DANDANA INChistory →COM2.30%$1M60.2K
24MGAMAGNA INTL INChistory →COM2.15%$1M15.5K
25CFGCITIZENS FINANCIAL GROUP INChistory →COM2.10%$1M30.3K
26NBRNABORS INDUSTRIES LTDhistory →SHS1.31%$835,0008.9K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2024$89M27May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$90M25Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$83M25Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$82M23Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$96M24May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$105M27Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$83M26Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$91M31Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$96M31May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$79M31Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$73M27Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$70M31Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$64M27May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$49M25Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$37M25Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$34M25Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$28M23May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$111M27Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$107M27Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$124M29Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$134M30May 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 ↗.