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Emerson Point Capital LP

Location
STAMFORD, CT
Portfolio Value
Micro $81,740,487
Diversification
Moderately concentrated
Filing Date
Global Rank
#4,675 / 6,944 ▼ 1305
Top Industry
Auto Manufacturers 30.1%
3Y Alpha vs SPY
-23.2%
Period ended 3 years ago
Filed Feb 14, 2023 · 3y
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
-7.0%
SPY
+76.3%
Annualised alpha
-23.2%
Max drawdown
−28.6%

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

13 positions · as of Dec 31, 2022 · Δ vs Sep 30, 2022
Top Position
30.1%
+13.4 pts
Top 5
87.1%
+16.6 pts
Top 10
99.0%
+10.2 pts
HHI
1,974
Mar 2020 → Dec 2022 · range 570 – 1,974
Moderately concentrated+876

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2022
Sector % Portfolio Value
Consumer Cyclical 55.4% $45,291,403
Consumer Defensive 39.9% $32,585,621
Communication Services 4.0% $3,301,792
Technology 0.7% $561,671

Last Quarter's Activity

Export CSV
Dec 31, 2022 vs Sep 30, 2022

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

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

New Positions

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

Sold Out

Positions the filer fully exited
14 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
13 positions · $81,740,487 total · as of Dec 31, 2022
Ticker Company Shares Value (USD) % of Portfolio History