Fort Henry Capital, LLC
CIK
1843536
Location
Wheeling, WV
Portfolio Value
Micro
$608,689
Diversification
Highly concentrated
Filing Date
Global Rank
#8,555
/ 8,603
▲ 80
· as of Mar 2026
Top Industry
Specialty Industrial Machinery
67.1%
3Y Alpha vs SPY
-24.1%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
7 quarters · since Mar 2024
Clone Performance
May 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-13.4%
SPY
+44.1%
Annualised alpha
-25.0%
Max drawdown
−56.6%
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
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
67.1%
−32.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,586
Highly concentrated−4,414
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 67.1% | $408,517 |
| Communication Services | 32.9% | $200,172 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SIRI | Sirius Xm Holdings Inc. | 8,673 | $200,172 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$608,689 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GEV |
GE Vernova Inc.
Industrials
|
Held | 468 | $408,517 | 67.11% | |
| SIRI |
Sirius Xm Holdings Inc.
Communication Services
|
NEW | 8,673 | $200,172 | 32.89% |