SEC 13F Intelligence

Managers / Q4 2023 · view latest →

PATTON FUND MANAGEMENT, INC.

CIK 0001689232 · 8117 PRESTON ROAD, SUITE 300, DALLAS, TX, 75225 · 214-234-9900

Reported Value
$450M
Q4 2023
Positions
73
Filings on Record
29
2019–present window
Filed
Jan 12, 2024
original filing

Summary

Patton Fund Management, Inc. reported $450M in U.S.-listed holdings across 73 positions for Q4 2023.

Its largest position, IVV, represents 12.9% of the portfolio.

Compared with Q3 2023, the fund opened 23 new positions and exited 27.

Reported Value by Quarter

13F Reported Value
Q2 ’19: $252MQ2 ’19Q3 ’19: $250MQ4 ’19: $287MQ1 ’20: $162MQ2 ’20: $172MQ2 ’20Q3 ’20: $185MQ4 ’20: $198MQ1 ’21: $188MQ2 ’21: $189MQ2 ’21Q3 ’21: $263MQ4 ’21: $330MQ1 ’22: $366MQ2 ’22: $267MQ2 ’22Q3 ’22: $246MQ4 ’22: $341.9BQ1 ’23: $350MQ2 ’23: $342MQ2 ’23Q3 ’23: $369MQ4 ’23: $450MQ1 ’24: $551MQ2 ’24: $474MQ2 ’24Q3 ’24: $484MQ4 ’24: $510MQ1 ’25: $413MQ2 ’25: $457MQ2 ’25Q3 ’25: $556MQ4 ’25: $746MQ1 ’26: $589Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$589M488Apr 22, 202613F-HRchanges · EDGAR ↗
Q4 2025$746M472Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$556M457Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$457M467Jul 16, 202513F-HRchanges · EDGAR ↗
Q1 2025$413M76Apr 17, 202513F-HRchanges · EDGAR ↗
Q4 2024$510M76Jan 23, 202513F-HRchanges · EDGAR ↗
Q3 2024$484M76Oct 16, 202413F-HRchanges · EDGAR ↗
Q2 2024$474M80Jul 16, 202413F-HRchanges · EDGAR ↗
Q1 2024$551M114May 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$450M73Jan 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$369M77Oct 31, 202313F-HRchanges · EDGAR ↗
Q2 2023$342M80Jul 12, 202313F-HRchanges · EDGAR ↗
Q1 2023$350M83Apr 6, 202313F-HRchanges · EDGAR ↗
Q4 2022$341.9B223Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$246M75Oct 21, 202213F-HRchanges · EDGAR ↗
Q2 2022$267M82Jul 22, 202213F-HRchanges · EDGAR ↗
Q1 2022$366M86Apr 29, 2022RESTATEMENTchanges · EDGAR ↗
Q4 2021$330M91Jan 21, 202213F-HRchanges · EDGAR ↗
Q3 2021$263M65Oct 26, 202113F-HRchanges · EDGAR ↗
Q2 2021$189M64Jul 28, 202113F-HRchanges · EDGAR ↗
Q1 2021$188M92May 6, 202113F-HRchanges · EDGAR ↗
Q4 2020$198M76Jan 29, 202113F-HRchanges · EDGAR ↗
Q3 2020$185M77Oct 20, 202013F-HRchanges · EDGAR ↗
Q2 2020$172M73Jul 8, 202013F-HRchanges · EDGAR ↗
Q1 2020$162M80Apr 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$287M78Jan 24, 202013F-HRchanges · EDGAR ↗
Q3 2019$250M77Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$252M65Aug 9, 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 ↗.