Skip to main content

TEGEAN CAPITAL MANAGEMENT, LLC

Location
New York, NY
Portfolio Value
Micro $63,488,763
Diversification
Diversified
Filing Date
Global Rank
#5,570 / 7,317 ▼ 761
Top Industry
Banks - Diversified 30.9%
3Y Alpha vs SPY
+32.7%
Period ended 2 years ago
Filed Feb 14, 2024 · 2y
12 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
+261.9%
SPY
+76.3%
Annualised alpha
+32.7%
Max drawdown
−31.3%

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

11 positions · as of Dec 31, 2023 · Δ vs Sep 30, 2023
Top Position
20.3%
+5.5 pts
Top 5
68.9%
+22.1 pts
Top 10
99.0%
+26.7 pts
HHI
1,216
Mar 2020 → Dec 2023 · range 706 – 2,093
Diversified+510

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2023
Sector % Portfolio Value
Financial Services 30.9% $19,630,008
Technology 27.5% $17,489,252
Communication Services 22.7% $14,413,400
Consumer Cyclical 17.9% $11,343,000
Energy 1.0% $613,103

Last Quarter's Activity

Export CSV
Dec 31, 2023 vs Sep 30, 2023

Added To

Positions the filer increased
4 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
3 positions
Ticker Δ Shares Shares Value Open

New Positions

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

Sold Out

Positions the filer fully exited
11 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
11 positions · $63,488,763 total · as of Dec 31, 2023
Ticker Company Shares Value (USD) % of Portfolio History