SEC 13F Intelligence

Managers / Q3 2024 · view latest →

OARSMAN CAPITAL, INC.

CIK 0001569667 · 790 N. WATER ST., STE 1850, MILWAUKEE, WI, 53202 · 414-221-0081

Reported Value
$543M
Q3 2024
Positions
918
Filings on Record
30
2019–present window
Filed
Nov 8, 2024
original filing

Summary

Oarsman Capital, Inc. reported $543M in U.S.-listed holdings across 918 positions for Q3 2024.

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

Compared with Q2 2024, the fund opened 676 new positions and exited 0.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $195MQ4 ’18Q1 ’19: $211MQ2 ’19: $221MQ3 ’19: $210MQ4 ’19: $219MQ4 ’19Q1 ’20: $108MQ2 ’20: $202MQ3 ’20: $222MQ4 ’20: $257MQ4 ’20Q1 ’21: $231MQ2 ’21: $252MQ3 ’21: $247MQ4 ’21: $254MQ4 ’21Q1 ’22: $256MQ2 ’22: $201MQ3 ’22: $187MQ4 ’22: $195.9BQ4 ’22Q1 ’23: $214MQ2 ’23: $228MQ3 ’23: $239MQ4 ’23: $377MQ4 ’23Q1 ’24: $419MQ2 ’24: $457MQ3 ’24: $543MQ4 ’24: $574MQ4 ’24Q1 ’25: $557MQ2 ’25: $638MQ3 ’25: $713MQ4 ’25: $771MQ4 ’25Q1 ’26: $806Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$806M239Apr 28, 202613F-HRchanges · EDGAR ↗
Q4 2025$771M245Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$713M251Nov 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$638M251Aug 1, 202513F-HRchanges · EDGAR ↗
Q1 2025$557M235May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$574M909Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$543M918Nov 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$457M239Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$419M240May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$377M235Feb 16, 202413F-HRchanges · EDGAR ↗
Q3 2023$239M180Oct 27, 202313F-HRchanges · EDGAR ↗
Q2 2023$228M176Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$214M175May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$195.9B163Feb 9, 202313F-HRchanges · EDGAR ↗
Q3 2022$187M163Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$201M165Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$256M191May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$254M183Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$247M196Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$252M193Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$231M190May 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$257M185Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$222M176Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$202M174Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$108M120May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$219M184Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$210M184Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$221M180Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$211M177May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$195M174Feb 13, 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 ↗.