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Caption Management, LLC

CIK
1706766
City
OKLAHOMA CITY
State / Country
OK

Top Portfolio Positions

817 positions · $16,086,428,662 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in HLF

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Shares Held

Position Value (USD)

30 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,337,727 158,813
2026-03-31 $5,888,000 400,000
2025-12-31 $692,193 53,700
2025-12-31 $576,183 44,700
2025-09-30 $548,600 65,000
2024-12-31 $669,000 100,000
2024-06-30 $1,227,059 118,100
2024-06-30 $701,325 67,500
2024-03-31 $678,375 67,500
2023-12-31 $5,214,342 341,700
2023-12-31 $5,456,976 357,600
2023-12-31 $305,200 20,000
2023-09-30 $1,955,312 139,765
2023-09-30 $7,015,985 501,500
2023-09-30 $4,082,282 291,800
2023-06-30 $7,301,860 551,500
2023-06-30 $2,556,167 193,064
2023-06-30 $6,402,864 483,600
2023-03-31 $5,401,550 335,500
2023-03-31 $5,800,830 360,300
2023-03-31 $7,787,570 483,700
2022-12-31 $5,007,120 336,500
2022-12-31 $4,185,744 281,300
2022-12-31 $7,213,824 484,800
2022-09-30 $1,428,102 71,800
2022-09-30 $9,765,990 491,000
2022-09-30 $2,486,250 125,000
2022-06-30 $1,329,168 64,996
2022-06-30 $8,180,000 400,000
2022-06-30 $1,468,310 71,800