SEC 13F Intelligence

Managers / Q2 2021 · view latest →

Hill Winds Capital LP

CIK 0001683073 · 2233 LUCAS TURNPIKE, HIGH FALLS, NY, 12440 · 212-991-1007

Reported Value
$189M
Q2 2021
Positions
42
Filings on Record
18
2019–present window
Filed
Aug 13, 2021
original filing

Summary

Hill Winds Capital Lp reported $189M in U.S.-listed holdings across 42 positions for Q2 2021.

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

Compared with Q1 2021, the fund opened 17 new positions and exited 14.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $103MQ4 ’18Q1 ’19: $123MQ2 ’19: $123MQ3 ’19: $141MQ3 ’19Q4 ’19: $148MQ1 ’20: $13MQ2 ’20: $70MQ2 ’20Q3 ’20: $126MQ4 ’20: $135MQ1 ’21: $183MQ1 ’21Q2 ’21: $189MQ3 ’21: $212MQ4 ’21: $394MQ4 ’21Q1 ’22: $252MQ2 ’22: $207MQ3 ’22: $225MQ3 ’22Q4 ’22: $196.9Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2022$196.9B37Feb 3, 202313F-HRchanges · EDGAR ↗
Q3 2022$225M40Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$207M35Aug 4, 202213F-HRchanges · EDGAR ↗
Q1 2022$252M36May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021REVEALED$394M88Feb 3, 202213F-HRchanges · EDGAR ↗
Q3 2021$212M47Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$189M42Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$183M39May 4, 202113F-HRchanges · EDGAR ↗
Q4 2020$135M31Jan 28, 202113F-HRchanges · EDGAR ↗
Q3 2020$126M31Nov 10, 202013F-HRchanges · EDGAR ↗
Q2 2020$70M29Aug 6, 202013F-HRchanges · EDGAR ↗
Q1 2020$13M14May 7, 202013F-HRchanges · EDGAR ↗
Q4 2019$148M28Feb 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$141M26Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$123M26Aug 6, 201913F-HRchanges · EDGAR ↗
Q1 2019$123M25Apr 29, 201913F-HRchanges · EDGAR ↗
Q4 2018$103M17Jan 15, 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 ↗.