Position in EVR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,604,768
New position
Shares Held
4,700
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#300
of 692 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Capricorn Fund Managers Ltd holds $72,300,090 across 6 Capital Markets names. EVR ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
194,812 | $54,874,644 | |
| 2 | SCHW |
Schwab Charles Corp
|
73,700 | $6,800,299 | |
| 3 | LAZ |
Lazard, Inc.
|
121,900 | $5,112,486 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
33,700 | $3,379,436 | |
| 5 | EVR |
Evercore Inc.
This page
|
4,700 | $1,604,768 | |
| 6 | LCLN |
Lincoln International, Inc.
|
22,139 | $528,457 |
All Filings in EVR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,604,768 | 4,700 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||