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OPPENHEIMER & CLOSE, LLC
OPPENHEIMER & CLOSE, LLC
Latest filing: 2026-06-30
OPPENHEIMER & CLOSE, LLC runs OPPENHEIMER & CLOSE, LLC and currently holds 57 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $158.50M. Their top holdings are AEM, UHAL-B, BRT, IIIN, PGC. The top five represent 21.5% of reported portfolio weight. OPPENHEIMER & CLOSE, LLC ranks #324 out of 1000 investors tracked by Alpha Score. In the most recent quarter, OPPENHEIMER & CLOSE, LLC initiated 4 new positions. They added to 12 existing positions. They trimmed 2 positions. Their current best-performing preview position is GLW with returns of +87.86%.
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57 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AEM AGNICO EAGLE MINES LTD | 5.07% | $69.79 | $216.20 | +209.79% | Added +12.70% |
 UHAL-B U HAUL HOLDING COMPANY | 4.99% | $49.55 | $63.08 | +27.31% | Added +1.74% |
 BRT BRT APARTMENTS CORP | 3.90% | $10.77 | $14.55 | +35.10% | Trimmed -0.81% |
 IIIN INSTEEL INDS INC | 3.81% | $28.07 | $30.95 | +10.26% | Added +40.40% |
 PGC PEAPACK-GLADSTONE FINL CORP | 3.73% | $32.82 | $45.58 | +38.88% | Held |
 CCNE CNB FINL CORP PA | 3.54% | $26.85 | $33.84 | +26.03% | Held |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 3.52% | $479.48 | $495.77 | +3.40% | Added +1.32% |
 GLD SPDR GOLD TR | 3.33% | $122.04 | $423.45 | +246.98% | Held |
 HL HECLA MINING COMPANY | 3.23% | $6.59 | $20.72 | +214.42% | Added +16.51% |
 NEM NEWMONT CORP | 3.04% | $43.18 | $131.59 | +204.75% | Added +0.78% |
Showing 1-10 of 57