SEC 13F Intelligence

Managers / Q2 2019 · view latest →

Osborn Williams & Donohoe LLC

CIK 0001583000 · 312 WALNUT STREET, SUITE 1000, CINCINNATI, OH, 45202 · 513-621-2875

Reported Value
$970M
Q2 2019
Positions
318
Filings on Record
7
2019–present window
Filed
Jul 26, 2019
original filing

Summary

Osborn Williams & Donohoe Llc reported $970M in U.S.-listed holdings across 318 positions for Q2 2019.

Its largest position, PG, represents 3.6% of the portfolio.

Compared with Q1 2019, the fund opened 7 new positions and exited 440.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $567MQ4 ’18Q1 ’19: $973MQ1 ’19Q2 ’19: $970MQ2 ’19Q3 ’19: $993MQ3 ’19Q1 ’20: $762MQ1 ’20filingsflow.com

Portfolio Composition

By security type
Common Stock: 85.8%ETP: 7.5%Other: 3.2%ADR: 1.9%REIT: 1.0%Other: 0.6%
  • Common Stock · 85.8% · $832M
  • ETP · 7.5% · $73M
  • Other · 3.2% · $31M
  • ADR · 1.9% · $18M
  • REIT · 1.0% · $9M
  • Other · 0.6% · $6M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2020$762M259May 6, 2020RESTATEMENTchanges · EDGAR ↗
Q3 2019$993M303Oct 16, 201913F-HRchanges · EDGAR ↗
Q2 2019$970M318Jul 26, 201913F-HRchanges · EDGAR ↗
Q1 2019$973M751Apr 29, 201913F-HRchanges · EDGAR ↗
Q4 2018$567M260Jan 24, 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 ↗.