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WAKEFIELD ASSET MANAGEMENT LLLP 13F portfolio summary

WAKEFIELD ASSET MANAGEMENT LLLP of WAKEFIELD ASSET MANAGEMENT LLLP has 209 current stock holdings with a reported portfolio value of $377.4M. The portfolio 1 year return is +20.91%. Top holdings include MWA (0.00%), EFV (4.52%), EFG (4.34%), IEMG (2.99%), NVDA (1.64%).

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WAKEFIELD ASSET MANAGEMENT LLLP

WAKEFIELD ASSET MANAGEMENT LLLP
Latest filing: 2026-03-31

WAKEFIELD ASSET MANAGEMENT LLLP runs WAKEFIELD ASSET MANAGEMENT LLLP and currently holds 209 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $377.42M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WAKEFIELD ASSET MANAGEMENT LLLP ranks #717 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WAKEFIELD ASSET MANAGEMENT LLLP's portfolio at WAKEFIELD ASSET MANAGEMENT LLLP has delivered returns of +20.91%. Their 3-year annualized return is +54.40%. Looking at the 5-year horizon, WAKEFIELD ASSET MANAGEMENT LLLP has achieved +64.52% annualized returns at WAKEFIELD ASSET MANAGEMENT LLLP.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+20.91%
#619/1000
3 Year
+54.40%
#765/1000
5 Year
+64.52%
#610/1000

Portfolio Value

$377.42M

Alpha Score

46.5

#717 of 1000

Holdings

209

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change