Forrestal Agricultural Corp
CIK
1909343
Location
PRINCETON, NJ
Portfolio Value
Small
$183,175,319
Diversification
Highly concentrated
Filing Date
Dec 31, 2021
Global Rank
#3,541
/ 6,772
Top Industry
Oil & Gas E&P
100.0%
3Y Alpha vs SPY
-8.8%
Period ended 4 years ago
Filed Feb 10, 2022 · 4y
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+40.6%
SPY
+76.3%
Annualised alpha
-8.8%
Max drawdown
−31.6%
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
1 positions · as of Dec 31, 2021Top Position
100.0%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
10,000
Highly concentrated
Sector Breakdown
As of Dec 31, 2021| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 100.0% | $183,175,319 |
1 positions ·
$183,175,319 total
· as of Dec 31, 2021
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EQT |
EQT Corp
Energy
|
First | 8,398,685 | $183,175,319 | 100.00% |