Salzman & Co., Inc.
CIK
1390111
Location
Pittsford, NY
Portfolio Value
Micro
$14,800,880
Diversification
Highly concentrated
Filing Date
Mar 31, 2020
Global Rank
#4,798
/ 5,300
Top Industry
Credit Services
49.9%
3Y Alpha vs SPY
-5.9%
Period ended 6 years ago
Filed May 15, 2020 · 6y
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
+51.5%
SPY
+76.3%
Annualised alpha
-5.9%
Max drawdown
−22.1%
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
5 positions · as of Mar 31, 2020Top Position
49.9%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
3,198
Highly concentrated
Sector Breakdown
As of Mar 31, 2020| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 63.2% | $9,353,959 |
| Healthcare | 36.8% | $5,446,921 |
5 positions ·
$14,800,880 total
· as of Mar 31, 2020
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AXP |
American Express Co
Financial Services
|
First | 86,225 | $7,381,722 | 49.87% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
First | 11,606 | $2,635,026 | 17.80% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 8,150 | $2,032,447 | 13.73% | |
| MCO |
Moodys Corp /De/
Financial Services
|
First | 9,325 | $1,972,237 | 13.33% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
First | 8,675 | $779,448 | 5.27% |