SEC 13F Intelligence

Managers / Q4 2021 · view latest →

Buckingham Capital Management, Inc.

CIK 0001567634 · 6856 LOOP RD, DAYTON, OH, 45459 · 937-435-2742

Reported Value
$645M
Q4 2021
Positions
122
Filings on Record
25
2019–present window
Filed
Feb 7, 2022
original filing

Summary

Buckingham Capital Management, Inc. reported $645M in U.S.-listed holdings across 122 positions for Q4 2021.

Its largest position, SPSB, represents 5.8% of the portfolio.

Compared with Q3 2021, the fund opened 3 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $456MQ4 ’18Q1 ’19: $509MQ2 ’19: $529MQ3 ’19: $539MQ4 ’19: $577MQ4 ’19Q1 ’20: $398MQ2 ’20: $458MQ3 ’20: $503MQ4 ’20: $568MQ4 ’20Q1 ’21: $594MQ2 ’21: $618MQ3 ’21: $611MQ4 ’21: $645MQ4 ’21Q1 ’22: $609MQ2 ’22: $534MQ3 ’22: $516MQ4 ’22: $574.5BQ4 ’22Q1 ’23: $625MQ2 ’23: $671MQ3 ’23: $656MQ4 ’23: $747MQ4 ’23Q1 ’24: $816MQ2 ’24: $836MQ3 ’24: $874MQ4 ’24: $872MQ4 ’24filingsflow.com

Portfolio Composition

By security type
Common Stock: 57.5%ETP: 35.3%ADR: 4.5%Other: 1.4%REIT: 1.3%Other: 0.0%
  • Common Stock · 57.5% · $371M
  • ETP · 35.3% · $228M
  • ADR · 4.5% · $29M
  • Other · 1.4% · $9M
  • REIT · 1.3% · $9M
  • Other · 0.0% · $202,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2021

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2024$872M131Jan 31, 202513F-HRchanges · EDGAR ↗
Q3 2024$874M141Nov 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$836M135Jul 15, 202413F-HRchanges · EDGAR ↗
Q1 2024$816M130Apr 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$747M119Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$656M113Oct 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$671M113Jul 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$625M113Apr 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$574.5B114Jan 24, 202313F-HRchanges · EDGAR ↗
Q3 2022$516M110Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$534M112Aug 5, 202213F-HRchanges · EDGAR ↗
Q1 2022$609M121May 6, 202213F-HRchanges · EDGAR ↗
Q4 2021$645M122Feb 7, 202213F-HRchanges · EDGAR ↗
Q3 2021$611M122Nov 8, 202113F-HRchanges · EDGAR ↗
Q2 2021$618M125Jul 27, 202113F-HRchanges · EDGAR ↗
Q1 2021$594M119May 4, 202113F-HRchanges · EDGAR ↗
Q4 2020$568M121Feb 4, 202113F-HRchanges · EDGAR ↗
Q3 2020$503M113Nov 2, 202013F-HRchanges · EDGAR ↗
Q2 2020$458M116Jul 20, 202013F-HRchanges · EDGAR ↗
Q1 2020$398M121May 6, 202013F-HRchanges · EDGAR ↗
Q4 2019$577M131Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$539M130Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$529M127Aug 9, 201913F-HRchanges · EDGAR ↗
Q1 2019$509M128May 7, 201913F-HRchanges · EDGAR ↗
Q4 2018$456M131Feb 4, 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 ↗.