Michelson Medical Research Foundation, Inc.
EndowmentTop Portfolio Positions
7 positions ·
$36,036,876 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MTN |
Vail Resorts Inc
Consumer Cyclical
|
86,000 | $11,035,520 | 30.62% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
30,000 | $8,117,700 | 22.53% | |
| CNNE |
Cannae Holdings, Inc.
Consumer Cyclical
|
480,600 | $5,464,422 | 15.16% | |
| SAFE |
Safehold Inc.
Real Estate
|
297,477 | $4,024,863 | 11.17% | |
| MANU |
Manchester United plc
Communication Services
|
200,000 | $3,364,000 | 9.33% | |
| CRGY |
Crescent Energy Co
Energy
|
156,166 | $2,108,241 | 5.85% | |
| OCSL |
Oaktree Specialty Lending Corp
Financial Services
|
170,100 | $1,922,130 | 5.33% |
Portfolio Trend
14 quarters · across all stocks
Holdings in SAFE
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,024,863 | 297,477 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,072,460 | 297,477 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,607,918 | 297,477 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,628,742 | 297,477 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||