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Park Capital Group

Location
Redondo Beach, CA
Portfolio Value
Micro $1,347,909
Diversification
Highly concentrated
Filing Date
Global Rank
#5,840 / 5,905 ▼ 111 · as of Mar 2021
Top Industry
Specialty Retail 50.1%
3Y Alpha vs SPY
-6.7%
Period ended 5 years ago
Filed May 27, 2021 · 5y
2 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio
+47.4%
SPY
+76.5%
Annualised alpha
-7.1%
Max drawdown
−32.9%

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

2 positions · as of Mar 31, 2021 · Δ vs Dec 31, 2020
Top Position
50.1%
+2.4 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,000
Dec 2020 → Mar 2021 · range 3,829 – 5,000
Highly concentrated+1,171

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2021
Sector % Portfolio Value
Consumer Cyclical 50.1% $675,222
Basic Materials 49.9% $672,687

Last Quarter's Activity

Export CSV
Mar 31, 2021 vs Dec 31, 2020

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
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
4 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
2 positions · $1,347,909 total · as of Mar 31, 2021
Ticker Company Shares Value (USD) % of Portfolio History