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WAKEFIELD ASSET MANAGEMENT LLLP
WAKEFIELD ASSET MANAGEMENT LLLP
Latest filing: 2026-06-30
WAKEFIELD ASSET MANAGEMENT LLLP runs WAKEFIELD ASSET MANAGEMENT LLLP and currently holds 225 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $444.23M. Their top holdings are EFG, EFV, IEMG, LRCX, NVDA. The top five represent 14.8% of reported portfolio weight. WAKEFIELD ASSET MANAGEMENT LLLP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, WAKEFIELD ASSET MANAGEMENT LLLP initiated 14 new positions. They added to 56 existing positions. They trimmed 26 positions. Their current best-performing preview position is DELL with returns of +162.88%.
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225 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 EFG ISHARES TR | 4.40% | $92.47 | $125.54 | +35.76% | Added +7.36% |
 EFV ISHARES TR | 4.36% | $48.93 | $82.23 | +68.05% | Added +10.81% |
 IEMG ISHARES INC | 2.89% | $50.50 | $81.56 | +61.50% | Trimmed -3.46% |
 LRCX LAM RESEARCH CORP | 1.60% | $133.90 | $314.00 | +134.50% | Trimmed -20.36% |
 NVDA NVIDIA CORPORATION | 1.59% | $119.50 | $214.76 | +79.72% | Held |
 JPM JPMORGAN CHASE & CO | 1.48% | $170.09 | $351.64 | +106.73% | Added +0.78% |
 MPC MARATHON PETE CORP | 1.39% | $166.09 | $360.81 | +117.24% | Added +1.02% |
 COHR COHERENT CORP | 1.39% | $89.77 | $289.26 | +222.22% | Trimmed -9.25% |
 APH AMPHENOL CORP | 1.35% | $66.54 | $157.00 | +135.95% | Added +0.41% |
 VRT VERTIV HOLDINGS CO | 1.35% | $48.03 | $262.00 | +445.49% | Trimmed -0.39% |
Showing 1-10 of 225