SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Longbow Finance SA

CIK 0001965552 · 36, ROUTE DE LAVAUX, LUTRY, V8, 1095 · 41 (0)58 800 52 00

Reported Value
$937M
Q3 2024
Positions
87
Filings on Record
15
2019–present window
Filed
Nov 12, 2024
original filing

Summary

Longbow Finance Sa reported $937M in U.S.-listed holdings across 87 positions for Q3 2024.

Its largest position, XLY, represents 8.3% of the portfolio.

Compared with Q2 2024, the fund opened 9 new positions and exited 7.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $742.4BQ4 ’22Q1 ’23: $794MQ3 ’23: $831MQ3 ’23Q4 ’23: $985MQ1 ’24: $989MQ1 ’24Q2 ’24: $967MQ3 ’24: $937MQ3 ’24Q4 ’24: $915MQ1 ’25: $835MQ1 ’25Q2 ’25: $937MQ3 ’25: $1.0BQ3 ’25Q4 ’25: $591MQ1 ’26: $552MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 84.6%ETP: 11.7%REIT: 2.5%Other: 1.2%
  • Common Stock · 84.6% · $793M
  • ETP · 11.7% · $110M
  • REIT · 2.5% · $24M
  • Other · 1.2% · $11M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$552M55May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$591M62Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.0B69Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$937M71Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$835M80May 7, 202513F-HRchanges · EDGAR ↗
Q4 2024$915M72Feb 4, 202513F-HRchanges · EDGAR ↗
Q3 2024$937M87Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$967M85Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$989M84Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$985M63Feb 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$831M60Nov 13, 202313F-HRchanges · EDGAR ↗
Q1 2023$794M60May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$742.4B57Feb 13, 202313F-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 ↗.