SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Hall Kathryn A.

CIK 0001512944

Reported Value
$178M
Q4 2024
Positions
21
Filings on Record
33
Filed
Feb 12, 2025
original filing

Summary

Hall Kathryn A. reported $178M in U.S.-listed holdings across 21 positions for Q4 2024.

The portfolio is heavily concentrated: GAP alone accounts for 45.0% of reported value.

Compared with Q3 2024, the fund opened 3 new positions and exited 31.

Portfolio Metrics

Turnover
+3.7%
vs prior filed quarter
Top-10 Concentration
+97.6%
share of reported value
Largest Position
+45.0%
Gap
New / Exited
3 / 31
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: $148MQ1 ’19Q2 ’19: $125MQ3 ’19: $123MQ4 ’19: $161MQ1 ’20: $120MQ1 ’20Q2 ’20: $174MQ3 ’20: $211MQ4 ’20: $287MQ1 ’21: $305MQ1 ’21Q2 ’21: $315MQ3 ’21: $331MQ4 ’21: $433MQ1 ’22: $332MQ1 ’22Q2 ’22: $274MQ3 ’22: $241MQ4 ’22: $243MQ1 ’23: $341MQ1 ’23Q2 ’23: $307MQ3 ’23: $295MQ4 ’23: $354MQ1 ’24: $434MQ1 ’24Q2 ’24: $433MQ3 ’24: $477MQ4 ’24: $178MQ1 ’25: $167MQ1 ’25Q2 ’25: $180MQ3 ’25: $186MQ4 ’25: $0Q1 ’26: $0Q1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 94.4%Tracking Stk: 4.0%ADR: 1.6%
  • Common Stock · 94.4% · $168M
  • Tracking Stk · 4.0% · $7M
  • ADR · 1.6% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SUNRISE COMMUNICATIONS AGNEW+64.8K64.8K+$3M$3M
QBTSD-WAVE QUANTUM INCNEW+39.1K39.1K+$328,633$328,633
SFIXSTITCH FIX INCNEW+65.2K65.2K+$280,952$280,952
VOOVANGUARD INDEX FDSSOLD OUT282.7K0$149M$0
SPYSPDR S&P 500 ETF TRSOLD OUT69.1K0$40M$0
RSPINVESCO EXCHANGE TRADED FD TSOLD OUT68.8K0$12M$0
IWBISHARES TRSOLD OUT35.3K0$11M$0
EFAISHARES TRSOLD OUT104.6K0$9M$0

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

Holdings — Q4 2024

16 positions (from 21 filing rows — )
#IssuerClass% PortfolioValueShares
1GAPGAP INChistory →COM44.97%$80M3.39M
2LEVILEVI STRAUSS & CO NEWhistory →CL A COM STK20.99%$37M2.16M
3CMCSACOMCAST CORP NEWhistory →CL A7.26%$13M344.3K
4TAT&T INChistory →COM6.92%$12M541.4K
5LBRDKLIBERTY BROADBAND CORPCOM SER C · COM SER A4.59%$8M109.4K
6FWONKLIBERTY MEDIA CORP DELCOM LBTY LIV S C · COM LBTY ONE S C · COM LBTY LIV S A4.00%$7M98.3K
7SIRISIRIUSXM HOLDINGS INChistory →COMMON STOCK3.35%$6M262.0K
8LBTYBLIBERTY GLOBAL LTDCOM CL C · COM CL A2.37%$4M324.1K
9WBDWARNER BROS. DISCOVERY INChistory →COM SER A1.62%$3M273.0K
10SUNRISE COMMUNICATIONS AGADS CL A1.57%$3M64.8K
11EXPEEXPEDIA GROUP INChistory →COM NEW1.27%$2M12.2K
12BRK/ABERKSHIRE HATHAWAY INC DELCL A0.38%$680,9201
13DISDISNEY WALT COCOM0.28%$503,7724.5K
14QBTSD-WAVE QUANTUM INCCOM0.18%$328,63339.1K
15SFIXSTITCH FIX INCCOM CL A0.16%$280,95265.2K
16QURATE RETAIL INCCOM SER A0.07%$130,032394.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$01May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$01Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$186M21Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$180M20Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$167M19May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$178M21Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$477M49Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$433M50Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$434M54May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$354M51Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$295M51Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$307M51Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$341M59May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$243M50Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$241M53Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$274M54Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$332M53May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$433M54Feb 15, 202213F-HRchanges · EDGAR ↗
Q3 2021$331M55Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$315M55Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$305M56May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$287M56Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$211M49Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$174M41Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$120M37Aug 25, 2020RESTATEMENTchanges · EDGAR ↗
Q4 2019$161M31Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$123M35Apr 20, 2021RESTATEMENTchanges · EDGAR ↗
Q2 2019$125M35Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$148M32Aug 6, 2019RESTATEMENTchanges · 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 ↗.