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Hall Kathryn A.

Location
SAN FRANCISCO, CA
Portfolio Value
Small $165,632,519
Diversification
Highly concentrated
Filing Date
Global Rank
#4,578 / 7,976 ▼ 27
Top Industry
Apparel Retail 43.8%
3Y Alpha vs SPY
-4.4%
Period ended 9 months ago
Filed Nov 14, 2025 · 7mo
23 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+59.3%
SPY
+76.3%
Annualised alpha
-4.0%
Max drawdown
−28.9%

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

12 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025
Top Position
43.8%
−3.6 pts
Top 5
93.2%
−1.1 pts
Top 10
99.8%
−0.2 pts
HHI
2,990
Dec 2022 → Sep 2025 · range 1,587 – 3,315
Highly concentrated−91

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025
Sector % Portfolio Value
Consumer Cyclical 75.8% $125,537,350
Communication Services 24.2% $40,095,169

Last Quarter's Activity

Export CSV
Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
12 positions · $165,632,519 total · as of Sep 30, 2025
Ticker Company Shares Value (USD) % of Portfolio History