SEC 13F Intelligence

Managers / Q2 2021 · view latest →

Crescent Capital Consulting, LLC

CIK 0001676613 · 1100 POYDRAS STREET, SUITE 1350, NEW ORLEANS, LA, 70163 · 5042078555

Reported Value
$534M
Q2 2021
Positions
5,633
Filings on Record
5
2019–present window
Filed
Jul 15, 2021
original filing

Summary

Crescent Capital Consulting, Llc reported $534M in U.S.-listed holdings across 5,633 positions for Q2 2021.

Its largest position, IVV, represents 8.4% of the portfolio.

Compared with Q1 2021, the fund opened 52 new positions and exited 68.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $388MQ4 ’20Q1 ’21: $456MQ1 ’21Q2 ’21: $534MQ2 ’21Q3 ’21: $546MQ3 ’21Q4 ’21: $607MQ4 ’21filingsflow.com

Portfolio Composition

By security type
ETP: 65.0%Common Stock: 26.3%Other: 7.1%ADR: 0.8%MLP: 0.3%Other: 0.4%
  • ETP · 65.0% · $347M
  • Common Stock · 26.3% · $141M
  • Other · 7.1% · $38M
  • ADR · 0.8% · $4M
  • MLP · 0.3% · $2M
  • Other · 0.4% · $2M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2021$607M6,276Jan 18, 202213F-HRchanges · EDGAR ↗
Q3 2021$546M5,727Oct 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$534M5,633Jul 15, 202113F-HRchanges · EDGAR ↗
Q1 2021$456M5,463Apr 15, 202113F-HRchanges · EDGAR ↗
Q4 2020$388M5,024Jan 19, 202113F-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 ↗.