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CAPE ANN ASSET MANAGEMENT LTD 13F portfolio summary

CAPE ANN ASSET MANAGEMENT LTD of CAPE ANN ASSET MANAGEMENT LTD has 11 current stock holdings with a reported portfolio value of $440.3M. The portfolio 1 year return is +69.88%. Top holdings include KGC (26.14%), VIST (15.97%), ERO (11.81%), TX (9.74%), BAP (8.50%).

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CAPE ANN ASSET MANAGEMENT LTD

CAPE ANN ASSET MANAGEMENT LTD
Latest filing: 2026-03-31

CAPE ANN ASSET MANAGEMENT LTD runs CAPE ANN ASSET MANAGEMENT LTD and currently holds 11 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $440.32M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CAPE ANN ASSET MANAGEMENT LTD ranks #113 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CAPE ANN ASSET MANAGEMENT LTD's portfolio at CAPE ANN ASSET MANAGEMENT LTD has delivered returns of +69.88%. Their 3-year annualized return is +127.28%. Looking at the 5-year horizon, CAPE ANN ASSET MANAGEMENT LTD has achieved +144.38% annualized returns at CAPE ANN ASSET MANAGEMENT LTD.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+69.88%
#91/1000
3 Year
+127.28%
#146/1000
5 Year
+144.38%
#120/1000

Portfolio Value

$440.32M

Alpha Score

110.7

#113 of 1000

Holdings

11

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change