Golden Green, Inc.

CIK

1839419

Location

Seneca, SC

Portfolio Value

Micro $64,982,663

Diversification

Diversified

Filing Date

Global Rank

#5,148 / 6,900 ▲ 83 · as of Sep 2023

Top Industry

Asset Management 34.2%

3Y Alpha vs SPY

-6.3%

Period ended 2 years ago

Filed Oct 31, 2023 · 2y

12 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

+51.7%

SPY

+76.5%

Annualised alpha

-5.9%

Max drawdown

−21.3%

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

63 positions · as of Sep 30, 2023 · Δ vs Jun 30, 2023

Top Position

17.9%

−3.1 pts

Top 5

32.3%

−1.9 pts

Top 10

46.7%

−1.1 pts

HHI

497

Diversified−107

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2023

Sector	% Portfolio	Value	Positions
Financial Services	37.0%	$24,041,437	21
Technology	25.2%	$16,390,602	11
Real Estate	11.3%	$7,339,911	8
Energy	8.4%	$5,473,421	7
Communication Services	6.2%	$4,010,795	5
Consumer Cyclical	4.9%	$3,153,186	6
Healthcare	3.7%	$2,431,363	2
Industrials	1.8%	$1,191,686	2
Consumer Defensive	1.5%	$950,262	1

Last Quarter's Activity

Export CSV

Sep 30, 2023 vs Jun 30, 2023

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IVR	Invesco Mortgage Capital Inc.	+6,109	82,579	$826,615
AGNC	AGNC Investment Corp.	+5,689	155,588	$1,468,750
RITM	Rithm Capital Corp.	+5,490	171,452	$1,592,789
PNNT	Pennantpark Investment Corp	+4,854	252,512	$1,661,528
OBDC	Blue Owl Capital Corp	+3,865	118,606	$1,642,693
NLY	Annaly Capital Management Inc	+3,261	70,182	$1,320,123
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	+3,194	103,233	$1,191,308
TPVG	TriplePoint Venture Growth BDC Corp.	+2,971	143,506	$1,501,072
MFA	Mfa Financial, Inc.	+2,666	129,667	$1,246,099
PFLT	PennantPark Floating Rate Capital Ltd.	+2,634	153,476	$1,636,054
ARCC	Ares Capital Corp	+2,374	97,265	$1,893,749
HTD	John Hancock Tax-Advantaged Dividend Income Fund	+2,355	48,872	$867,966
FBRT	Franklin BSP Realty Trust, Inc.	+2,233	21,256	$281,429
SEVN	Seven Hills Realty Trust	+2,149	30,703	$335,276
FSK	FS KKR Capital Corp	+2,025	64,873	$1,277,349
LVS	Las Vegas Sands Corp	+1,688	9,348	$428,512
META	Meta Platforms, Inc.	+1,478	7,659	$2,299,308
MAIN	Main Street Capital CORP	+1,474	42,454	$1,724,906
BXMT	Blackstone Mortgage Trust, Inc.	+1,358	12,360	$268,830
CSWC	Capital Southwest Corp	+1,317	122,481	$2,804,814
AMD	Advanced Micro Devices Inc	+1,289	4,425	$454,978
SBLK	Star Bulk Carriers Corp.	+1,193	46,347	$893,570
HTGC	Hercules Capital, Inc.	+1,188	138,408	$2,272,659
NVDA	Nvidia Corp	+1,152	3,442	$149,723
DVN	Devon Energy Corp/De	+1,135	40,030	$1,909,431
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
KEY	Keycorp /New/	−434	20,642	$222,107
AAPL	Apple Inc.	−278	67,918	$11,628,240
UBER	Uber Technologies, Inc	−209	11,212	$515,639
WDS	Woodside Energy Group Ltd	−153	8,946	$208,352
OXY	Occidental Petroleum Corp /De/	−113	11,296	$732,884
CVX	Chevron Corp	−61	3,737	$630,132
COP	Conocophillips	−59	5,979	$716,284
TTD	Trade Desk, Inc.	−50	3,134	$244,922
TTWO	Take Two Interactive Software Inc	−49	2,498	$350,694
AVGO	Broadcom Inc.	−41	1,036	$86,048
SCHW	Schwab Charles Corp	−27	4,847	$266,100
MCD	Mcdonalds Corp	−24	1,619	$426,509
WDAY	Workday, Inc.	−19	1,753	$376,632
NOW	ServiceNow, Inc.	−4	663	$74,118
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
ET	Energy Transfer LP	61,912	$868,625
BRSL	Brightstar Lottery PLC	10,000	$303,200
CAT	Caterpillar Inc	1,092	$298,116
PANW	Palo Alto Networks Inc	958	$112,296
HIVE	HIVE Digital Technologies Ltd.	10,000	$30,800
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
FITB	Fifth Third Bancorp	10,000	$262,100
DIS	Walt Disney Co	2,567	$229,181
LOW	Lowes Companies Inc	912	$205,838
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 positions · $64,982,663 total · as of Sep 30, 2023

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	67,918	-278	$11,628,240	−12.1%	17.89%
CSWC	Capital Southwest Corp Financial Services	Added	122,481	+1,317	$2,804,814	+17.4%	4.32%
META	Meta Platforms, Inc. Communication Services	Added	7,659	+1,478	$2,299,308	+29.6%	3.54%
HTGC	Hercules Capital, Inc. Financial Services	Added	138,408	+1,188	$2,272,659	+11.9%	3.50%
TSLX	Sixth Street Specialty Lending, Inc. Financial Services	Added	96,655	+1,029	$1,975,628	+10.5%	3.04%
MSFT	Microsoft Corp Technology	Added	6,250	+296	$1,973,437	−2.7%	3.04%
DVN	Devon Energy Corp/De Energy	Added	40,030	+1,135	$1,909,431	+1.6%	2.94%
ARCC	Ares Capital Corp Financial Services	Added	97,265	+2,374	$1,893,749	+6.2%	2.91%
LLY	ELI LILLY & Co Healthcare	Added	3,510	+8	$1,885,326	+14.8%	2.90%
MAIN	Main Street Capital CORP Financial Services	Added	42,454	+1,474	$1,724,906	+5.1%	2.65%
PNNT	Pennantpark Investment Corp Financial Services	Added	252,512	+4,854	$1,661,528	+13.9%	2.56%
OBDC	Blue Owl Capital Corp Financial Services	Added	118,606	+3,865	$1,642,693	+6.7%	2.53%
PFLT	PennantPark Floating Rate Capital Ltd. Financial Services	Added	153,476	+2,634	$1,636,054	+1.8%	2.52%
RITM	Rithm Capital Corp. Real Estate	Added	171,452	+5,490	$1,592,789	+2.6%	2.45%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,870	+824	$1,508,914	+4.8%	2.32%
TPVG	TriplePoint Venture Growth BDC Corp. Financial Services	Added	143,506	+2,971	$1,501,072	−9.3%	2.31%
AGNC	AGNC Investment Corp. Real Estate	Added	155,588	+5,689	$1,468,750	−3.3%	2.26%
NLY	Annaly Capital Management Inc Real Estate	Added	70,182	+3,261	$1,320,123	−1.4%	2.03%
FSK	FS KKR Capital Corp Financial Services	Added	64,873	+2,025	$1,277,349	+6.0%	1.97%
MFA	Mfa Financial, Inc. Real Estate	Added	129,667	+2,666	$1,246,099	−12.7%	1.92%
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund Financial Services	Added	103,233	+3,194	$1,191,308	−4.4%	1.83%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,682	+202	$950,262	+19.3%	1.46%
GOOGL	Alphabet Inc. Communication Services	Added	7,111	+563	$930,545	+18.7%	1.43%
SBLK	Star Bulk Carriers Corp. Industrials	Added	46,347	+1,193	$893,570	+11.8%	1.38%
ET	Energy Transfer LP Energy	NEW	61,912	NEW	$868,625	NEW	1.34%
HTD	John Hancock Tax-Advantaged Dividend Income Fund Financial Services	Added	48,872	+2,355	$867,966	−8.5%	1.34%
IVR	Invesco Mortgage Capital Inc. Real Estate	Added	82,579	+6,109	$826,615	−5.8%	1.27%
V	Visa Inc. Financial Services	Added	3,432	+2	$789,394	−3.1%	1.21%
OXY	Occidental Petroleum Corp /De/ Energy	Reduced	11,296	-113	$732,884	+9.2%	1.13%
COP	Conocophillips Energy	Reduced	5,979	-59	$716,284	+14.5%	1.10%
CVX	Chevron Corp Energy	Reduced	3,737	-61	$630,132	+5.4%	0.97%
HPF	John Hancock Preferred Income Fund II Financial Services	Added	40,524	+979	$586,382	−1.7%	0.90%
HPS	John Hancock Preferred Income Fund III Financial Services	Added	43,769	+1,027	$583,440	−2.6%	0.90%
HPI	John Hancock Preferred Income Fund Financial Services	Added	39,793	+987	$579,784	−1.9%	0.89%
CRM	Salesforce, Inc. Technology	Added	2,717	+377	$550,953	+11.5%	0.85%
UNH	Unitedhealth Group Inc Healthcare	Added	1,083	+81	$546,037	+13.4%	0.84%
UBER	Uber Technologies, Inc Technology	Reduced	11,212	-209	$515,639	+4.6%	0.79%
SHOP	Shopify Inc. Technology	Added	8,586	+345	$468,538	−12.0%	0.72%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,520	+500	$459,283	+45.0%	0.71%
AMD	Advanced Micro Devices Inc Technology	Added	4,425	+1,289	$454,978	+27.4%	0.70%
LVS	Las Vegas Sands Corp Consumer Cyclical	Added	9,348	+1,688	$428,512	−3.5%	0.66%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,619	-24	$426,509	−13.0%	0.66%
PBR	Petrobras - Petroleo Brasileiro SA Energy	Added	27,199	+334	$407,713	+9.7%	0.63%
WDAY	Workday, Inc. Technology	Reduced	1,753	-19	$376,632	−5.9%	0.58%
TTWO	Take Two Interactive Software Inc Communication Services	Reduced	2,498	-49	$350,694	−6.4%	0.54%
SEVN	Seven Hills Realty Trust Real Estate	Added	30,703	+2,149	$335,276	+14.4%	0.52%
MA	Mastercard Inc Financial Services	Held	796	0	$315,144	+0.7%	0.48%
BRSL	Brightstar Lottery PLC Consumer Cyclical	NEW	10,000	NEW	$303,200	NEW	0.47%
CAT	Caterpillar Inc Industrials	NEW	1,092	NEW	$298,116	NEW	0.46%
FBRT	Franklin BSP Realty Trust, Inc. Real Estate	Added	21,256	+2,233	$281,429	+4.5%	0.43%