SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Waterloo Capital, L.P.

CIK 0001730942 · 2700 VIA FORTUNA, SUITE 100, AUSTIN, TX, 78746 · 5126934363

Reported Value
$916M
Q3 2024
Positions
354
Filings on Record
14
2019–present window
Filed
Nov 14, 2024
original filing

Summary

Waterloo Capital, L.P. reported $916M in U.S.-listed holdings across 354 positions for Q3 2024.

Its largest position, IVV, represents 3.5% of the portfolio.

Compared with Q2 2024, the fund opened 57 new positions and exited 50.

Reported Value by Quarter

13F Reported Value
Q2 ’20: $141MQ2 ’20Q1 ’23: $323MQ2 ’23: $339MQ2 ’23Q3 ’23: $341MQ4 ’23: $618MQ4 ’23Q1 ’24: $783MQ2 ’24: $833MQ2 ’24Q3 ’24: $916MQ4 ’24: $949MQ4 ’24Q1 ’25: $1.1BQ2 ’25: $1.2BQ2 ’25Q3 ’25: $1.3BQ4 ’25: $1.4BQ4 ’25Q1 ’26: $1.4Bfilingsflow.com

Portfolio Composition

By security type
ETP: 62.0%Common Stock: 31.9%REIT: 4.3%Other: 1.5%MLP: 0.1%Other: 0.1%
  • ETP · 62.0% · $568M
  • Common Stock · 31.9% · $292M
  • REIT · 4.3% · $39M
  • Other · 1.5% · $14M
  • MLP · 0.1% · $1M
  • Other · 0.1% · $1M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.4B481May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.4B456Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.3B455Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.2B457Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.1B390May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$949M363Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$916M354Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$833M347Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$783M361May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$618M371Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$341M181Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$339M206Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$323M200May 15, 202313F-HRchanges · EDGAR ↗
Q2 2020$141M154Jun 1, 202013F-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 ↗.