Hyundai Investments Co., Ltd.
CIK
1892772
Location
YEONGDEUNGPO-GU, SEOUL, M5
Portfolio Value
Micro
$52,339,809
Diversification
Highly concentrated
Filing Date
Global Rank
#6,788
/ 8,607
▼ 187
· as of Mar 2026
Top Industry
REIT - Mortgage
100.0%
3Y Alpha vs SPY
-60.5%
Period ended 3 months ago
Filed May 15, 2026 · 58d
18 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-78.7%
SPY
+75.2%
Annualised alpha
-60.9%
Max drawdown
−84.3%
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
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
93.1%
−2.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,710
Highly concentrated−409
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Real Estate | 93.1% | $48,712,895 |
| Unclassified | 6.9% | $3,626,914 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLD | Spdr Gold Trust | +758 | 8,429 | $3,626,914 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMTG | Claros Mortgage Trust, Inc. | −51,000 | 20,467,603 | $48,712,895 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$52,339,809 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CMTG |
Claros Mortgage Trust, Inc.
Real Estate
|
Reduced | 20,467,603 | $48,712,895 | 93.07% | |
| GLD |
Spdr Gold Trust
|
Added | 8,429 | $3,626,914 | 6.93% |