SEC 13F Intelligence

Managers / Q3 2022 · view latest →

Warwick Investment Management, Inc.

CIK 0001931041 · 4444 CARTER CREEK PARKWAY, SUITE 109, BRYAN, TX, 77802 · 9792609777

Reported Value
$169M
Q3 2022
Positions
50
Filings on Record
18
2019–present window
Filed
Nov 14, 2022
original filing

Summary

Warwick Investment Management, Inc. reported $169M in U.S.-listed holdings across 50 positions for Q3 2022.

The portfolio is heavily concentrated: DFAC alone accounts for 37.0% of reported value.

Compared with Q2 2022, the fund opened 18 new positions and exited 22.

Reported Value by Quarter

13F Reported Value
Q2 ’22: $206MQ2 ’22Q3 ’22: $169MQ4 ’22: $244.9BQ4 ’22Q1 ’23: $236MQ2 ’23: $255MQ2 ’23Q3 ’23: $267MQ4 ’23: $340MQ4 ’23Q1 ’24: $417MQ2 ’24: $427MQ2 ’24Q3 ’24: $422MQ4 ’24: $485MQ4 ’24Q1 ’25: $481MQ2 ’25: $515MQ2 ’25Q3 ’25: $576MQ4 ’25: $649MQ4 ’25Q1 ’26: $690Mfilingsflow.com

Portfolio Composition

By security type
ETP: 96.7%Common Stock: 3.2%REIT: 0.1%
  • ETP · 96.7% · $163M
  • Common Stock · 3.2% · $5M
  • REIT · 0.1% · $211,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2022

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$690M138May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$649M149Jan 15, 202613F-HRchanges · EDGAR ↗
Q3 2025$576M153Oct 24, 202513F-HRchanges · EDGAR ↗
Q2 2025$515M122Jul 22, 202513F-HRchanges · EDGAR ↗
Q1 2025$481M111May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$485M96Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$422M95Nov 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$427M109Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$417M97May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$340M87Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$267M66Nov 8, 202313F-HRchanges · EDGAR ↗
Q2 2023$255M66Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$236M63May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$244.9B85Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$169M50Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$206M54Aug 12, 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 ↗.