Skip to main content

Cabana LLC

Location
Fayetteville, AR
Portfolio Value
Micro $1,043,924
Diversification
Highly concentrated
Filing Date
Global Rank
#7,991 / 8,034 ▲ 7 · as of Sep 2025
3Y Alpha vs SPY
+19.5%
Period ended 11 months ago
Filed Oct 15, 2025 · 10mo
17 quarters · since Mar 2020

Clone Performance

Aug 2023–Apr 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+135.5%
SPY
+56.1%
Annualised alpha
+19.8%
Max drawdown
−22.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters.Cabana LLC has stopped filing, so the simulation ends in Apr 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

2 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025
Top Position
73.8%
−1.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,128
Dec 2021 → Sep 2025 · range 3,061 – 10,000
Highly concentrated−177

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025
Sector % Portfolio Value
Unclassified 100.0% $1,043,924

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
2 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
2 tracked positions · $1,043,924 total · filing declares 15 positions · $16,350,013 · as of Sep 30, 2025
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.