SEC 13F Intelligence

Cox Capital Mgt LLC / ATR

Cox Capital Mgt LLC’s Aptargroup Inc Position

Does Cox Capital Mgt LLC own Aptargroup Inc (ATR)? Not currently — the last reported position was 17.4K shares worth $3M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2024
Shares
17.4K
% of Portfolio
+1.67%
Quarters Held
24
position exited

Position History ATR

Reported value by quarter
Q4 ’18: $837,000Q4 ’18Q1 ’19: $925,000Q2 ’19: $1MQ3 ’19: $1MQ3 ’19Q4 ’19: $1MQ1 ’20: $1MQ2 ’20: $1MQ2 ’20Q3 ’20: $1MQ4 ’20: $1MQ1 ’21: $1MQ1 ’21Q2 ’21: $920,000Q3 ’21: $782,000Q4 ’21: $828,000Q4 ’21Q1 ’22: $825,000Q2 ’22: $730,000Q3 ’22: $679,000Q3 ’22Q4 ’22: $809,215Q1 ’23: $859,719Q2 ’23: $808,152Q2 ’23Q3 ’23: $889,718Q4 ’23: $2MQ1 ’24: $3MQ1 ’24Q2 ’24: $2MQ3 ’24: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202417.4K$3M+1.67%
Q2 202417.8K$2M+1.51%
Q1 202418.7K$3M+1.66%
Q4 202319.6K$2M+1.58%
Q3 20237.1K$889,718+0.63%
Q2 20237.0K$808,152+0.60%
Q1 20237.3K$859,719+0.62%
Q4 20227.4K$809,215+0.53%
Q3 20227.1K$679,000+0.49%
Q2 20227.1K$730,000+0.50%
Q1 20227.0K$825,000+0.52%
Q4 20216.8K$828,000+0.49%
Q3 20216.6K$782,000+0.53%
Q2 20216.5K$920,000+0.62%
Q1 20219.4K$1M+0.93%
Q4 20209.7K$1M+1.01%
Q3 20209.4K$1M+0.94%
Q2 20209.5K$1M+1.05%
Q1 20209.1K$1M+0.91%
Q4 20199.1K$1M+0.95%
Q3 20198.7K$1M+1.01%
Q2 20198.7K$1M+1.10%
Q1 20198.7K$925,000+1.00%
Q4 20188.6K$837,000+0.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cox Capital Mgt LLC’s full portfolio or all institutional holders of ATR.