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LATASH INVESTMENTS, LLC 13F portfolio summary

LATASH INVESTMENTS, LLC of LATASH INVESTMENTS, LLC has 20 current stock holdings with a reported portfolio value of $136.5M. The portfolio 1 year return is +7.46%. Top holdings include WFC (83.96%), GOOGL (3.26%), GOOG (3.23%), WLFC (2.26%), MSFT (1.26%).

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LATASH INVESTMENTS, LLC

LATASH INVESTMENTS, LLC
Latest filing: 2026-06-30

LATASH INVESTMENTS, LLC runs LATASH INVESTMENTS, LLC and currently holds 20 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $136.49M. Their top holdings are WFC, GOOGL, GOOG, WLFC, MSFT. The top five represent 94.0% of reported portfolio weight. LATASH INVESTMENTS, LLC ranks #394 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LATASH INVESTMENTS, LLC initiated 1 new position. Their current best-performing preview position is ANAB with returns of +82.57%.

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Top 5 Holdings
WFC84.0%
GOOGL3.3%
GOOG3.2%
WLFC2.3%
MSFT1.3%
Top 5: 94.0%
Portfolio Returns
1 Year
+7.46%
#956/1000
3 Year
+98.26%
#263/1000
5 Year
+81.56%
#418/1000

Portfolio Value

$136.49M

Alpha Score

64.2

#394 of 1000

Holdings

20

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20 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
WFC
WELLS FARGO & CO
83.96%$45.32$83.85+85.02%
Held
GOOGL
ALPHABET INC
3.26%$122.09$344.82+182.43%
Held
GOOG
ALPHABET INC
3.23%$125.32$341.75+172.70%
Held
WLFC
WILLIS LEASE FIN CORP COM
2.26%$42.86$54.37+26.85%
Held
MSFT
MICROSOFT CORP
1.26%$270.90$483.24+78.38%
Held
UAL
UNITED AIRLS HLDGS INC
0.77%$52.29$113.17+116.43%
Held
AQST
AQUESTIVE THERAPEUTICS INC
0.74%$3.97$4.66+17.38%
Held
BX
BLACKSTONE INC
0.67%$97.14$143.37+47.59%
Held
ITW
ILLINOIS TOOL WKS INC
0.58%$223.56$282.29+26.27%
Held
EIPI
FIRST TR EXCHNG TRADED FD VI
0.51%$19.35$22.51+16.33%
Held

Showing 1-10 of 20