SCHOONER CAPITAL CORP
CIK
1279915
Location
VERO BEACH, FL
Portfolio Value
Micro
$23,222,429
Diversification
Highly concentrated
Filing Date
Global Rank
#4,754
/ 5,288
▼ 50
Top Industry
REIT - Specialty
100.0%
3Y Alpha vs SPY
+14.2%
Period ended 5 years ago
Filed Nov 10, 2020 · 5y
3 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+145.9%
SPY
+76.3%
Annualised alpha
+14.2%
Max drawdown
−39.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1 positions · as of Sep 30, 2020 · Δ vs Jun 30, 2020Top Position
100.0%
0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated0
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2020| Sector | % Portfolio | Value |
|---|---|---|
| Real Estate | 100.0% | $23,222,429 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IRM | Iron Mountain Inc | −85,700 | 866,832 | $23,222,429 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$23,222,429 total
· as of Sep 30, 2020
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IRM |
Iron Mountain Inc
Real Estate
|
Reduced | 866,832 | $23,222,429 | 100.00% |