SEC 13F Intelligence

Managers / Q1 2020 · view latest →

10-15 ASSOCIATES, INC.

CIK 0001511144 · 9 COATES DRIVE, GOSHEN, NY, 10924 · 845-294-2080

Reported Value
$429M
Q1 2020
Positions
93
Filings on Record
8
2019–present window
Filed
May 13, 2020
original filing

Summary

10-15 Associates, Inc. reported $429M in U.S.-listed holdings across 93 positions for Q1 2020.

Its largest position, BAC, represents 8.9% of the portfolio.

Compared with Q4 2019, the fund opened 8 new positions and exited 16.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $409MQ4 ’18Q1 ’19: $465MQ1 ’19Q2 ’19: $461MQ2 ’19Q3 ’19: $486MQ3 ’19Q4 ’19: $530MQ4 ’19Q1 ’20: $429MQ1 ’20Q2 ’20: $496MQ2 ’20Q3 ’20: $516MQ3 ’20filingsflow.com

Portfolio Composition

By security type
Common Stock: 76.5%Other: 10.6%ETP: 6.5%ADR: 4.9%MLP: 1.4%Other: 0.2%
  • Common Stock · 76.5% · $328M
  • Other · 10.6% · $45M
  • ETP · 6.5% · $28M
  • ADR · 4.9% · $21M
  • MLP · 1.4% · $6M
  • Other · 0.2% · $804,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2020$516M93Oct 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$496M97Jul 31, 202013F-HRchanges · EDGAR ↗
Q1 2020$429M93May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$530M101Jan 24, 202013F-HRchanges · EDGAR ↗
Q3 2019$486M98Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$461M99Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$465M98May 9, 201913F-HRchanges · EDGAR ↗
Q4 2018$409M92Feb 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 ↗.