Inherent Management Corp.

CIK

2026217

Location

NEW YORK, NY

Portfolio Value

Micro $81,788,703

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,743 / 8,232 ▲ 258

Top Industry

Utilities - Regulated Electric 32.3%

3Y Alpha vs SPY

-26.6%

Period ended 2 months ago

Filed May 14, 2026 · 31d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio

-12.2%

SPY

+23.4%

Annualised alpha

-26.5%

Max drawdown

−22.7%

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

6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

32.3%

+3.7 pts

Top 5

95.1%

−4.9 pts

Top 10

100.0%

0.0 pts

HHI

2,336

Moderately concentrated+21

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Utilities	32.3%	$26,424,360	1
Healthcare	29.1%	$23,806,235	1
Industrials	20.1%	$16,411,561	2
Financial Services	18.5%	$15,146,547	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
EVTL	Vertical Aerospace Ltd.	+850,000	2,181,883	$4,821,961
SHC	Sotera Health Co	+487,333	1,660,128	$23,806,235
NEE	Nextera Energy Inc	+24,500	284,500	$26,424,360
TDG	TransDigm Group INC	+2,300	10,000	$11,589,600
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
STEP	StepStone Group Inc.	233,729	$11,153,547
RPC	Ridgepost Capital, Inc.	550,000	$3,993,000
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
PAX	Patria Investments Ltd	1,484,199	$23,583,922
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $81,788,703 total · as of Mar 31, 2026

All sectors Financial Services Healthcare Industrials Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NEE	Nextera Energy Inc Utilities	Added	284,500	+24,500	$26,424,360	+26.6%	32.31%
SHC	Sotera Health Co Healthcare	Added	1,660,128	+487,333	$23,806,235	+15.1%	29.11%
TDG	TransDigm Group INC Industrials	Added	10,000	+2,300	$11,589,600	+13.2%	14.17%
STEP	StepStone Group Inc. Financial Services	NEW	233,729	NEW	$11,153,547	NEW	13.64%
EVTL	Vertical Aerospace Ltd. Industrials	Added	2,181,883	+850,000	$4,821,961	−32.1%	5.90%
RPC	Ridgepost Capital, Inc. Financial Services	NEW	550,000	NEW	$3,993,000	NEW	4.88%