SEC 13F Intelligence

Managers / Q1 2019 · view latest →

InterOcean Capital, LLC

CIK 0001537703 · 980 NORTH MICHIGAN AVENUE, SUITE 1780, CHICAGO, IL, 60611 · (312) 648-1720

Reported Value
$1.1B
Q1 2019
Positions
175
Filings on Record
7
2019–present window
Filed
May 15, 2019
original filing

Summary

Interocean Capital, Llc reported $1.1B in U.S.-listed holdings across 175 positions for Q1 2019.

Its largest position, Spdr S P 500 Etf, represents 8.0% of the portfolio.

Compared with Q4 2018, the fund opened 10 new positions and exited 13.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $944MQ4 ’18Q1 ’19: $1.1BQ1 ’19Q2 ’19: $1.1BQ2 ’19Q3 ’19: $1.2BQ3 ’19Q4 ’19: $1.3BQ4 ’19Q1 ’20: $1.1BQ1 ’20Q2 ’20: $1.3BQ2 ’20filingsflow.com

Portfolio Composition

By security type
Common Stock: 48.5%Other: 45.0%ETP: 5.8%ADR: 0.8%
  • Common Stock · 48.5% · $521M
  • Other · 45.0% · $484M
  • ETP · 5.8% · $62M
  • ADR · 0.8% · $8M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2019

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2020$1.3B202Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.1B178May 11, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.3B201Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.2B200Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.1B180Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.1B175May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$944M178Feb 7, 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 ↗.