SEC 13F Intelligence

Managers / Q3 2022 · view latest →

Fractal Investments LLC

CIK 0001843590 · 226 KNOLLWOOD DRIVE, GLASTONBURY, CT, 06033 · 860-839-0257

Reported Value
$378M
Q3 2022
Positions
86
Filings on Record
18
2019–present window
Filed
Oct 27, 2022
original filing

Summary

Fractal Investments Llc reported $378M in U.S.-listed holdings across 86 positions for Q3 2022.

Its largest position, ET, represents 13.2% of the portfolio.

Compared with Q2 2022, the fund opened 25 new positions and exited 7.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $289MQ4 ’21Q1 ’22: $340MQ2 ’22: $304MQ3 ’22: $378MQ3 ’22Q4 ’22: $419.6BQ1 ’23: $430MQ2 ’23: $449MQ2 ’23Q3 ’23: $487MQ4 ’23: $486MQ1 ’24: $551MQ1 ’24Q2 ’24: $575MQ3 ’24: $592MQ4 ’24: $653MQ4 ’24Q1 ’25: $720MQ2 ’25: $701MQ3 ’25: $693MQ3 ’25Q4 ’25: $716MQ1 ’26: $845Mfilingsflow.com

Portfolio Composition

By security type
MLP: 66.8%Common Stock: 24.5%Unit: 5.9%ADR: 1.6%Other: 0.8%Other: 0.4%
  • MLP · 66.8% · $252M
  • Common Stock · 24.5% · $93M
  • Unit · 5.9% · $22M
  • ADR · 1.6% · $6M
  • Other · 0.8% · $3M
  • Other · 0.4% · $2M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$845M81Apr 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$716M80Jan 27, 202613F-HRchanges · EDGAR ↗
Q3 2025$693M77Oct 27, 202513F-HRchanges · EDGAR ↗
Q2 2025$701M76Jul 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$720M73May 6, 202513F-HRchanges · EDGAR ↗
Q4 2024$653M76Jan 27, 202513F-HRchanges · EDGAR ↗
Q3 2024$592M83Oct 30, 202413F-HRchanges · EDGAR ↗
Q2 2024$575M82Jul 30, 202413F-HRchanges · EDGAR ↗
Q1 2024$551M81May 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$486M74Feb 2, 202413F-HRchanges · EDGAR ↗
Q3 2023$487M95Oct 31, 202313F-HRchanges · EDGAR ↗
Q2 2023$449M103Aug 4, 202313F-HRchanges · EDGAR ↗
Q1 2023$430M96May 3, 202313F-HRchanges · EDGAR ↗
Q4 2022$419.6B92Jan 24, 202313F-HRchanges · EDGAR ↗
Q3 2022$378M86Oct 27, 202213F-HRchanges · EDGAR ↗
Q2 2022$304M68Jul 19, 202213F-HRchanges · EDGAR ↗
Q1 2022$340M117Apr 20, 202213F-HRchanges · EDGAR ↗
Q4 2021$289M126Feb 9, 202213F-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 ↗.