West-Branch-Capital

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-16
Total Holdings
530
Total Value
299749255
Accession Number
0001738723-25-000002
Form Type
13F-HR
Manager Name
West-Branch-Capital
Data Enrichment
89% identified
472 identified58 unidentified

Holdings

530 positions • $299.7M total value
Manager:
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DIVERSIFIED HEALTHCARE TRUST
Shares:
Value:$80
% of Portfolio:0.0% ($80/$299.7M)
316092600
Shares:
Value:$80
% of Portfolio:0.0% ($80/$299.7M)
FIFTH THIRD BANCORP
Shares:
Value:$79
% of Portfolio:0.0% ($79/$299.7M)
SCHWAB CHARLES CORP
Shares:
Value:$79
% of Portfolio:0.0% ($79/$299.7M)
United Airlines Holdings, Inc.
Shares:
Value:$70
% of Portfolio:0.0% ($70/$299.7M)
Ventas, Inc.
Shares:
Value:$69
% of Portfolio:0.0% ($69/$299.7M)
Synchrony Financial
Shares:
Value:$53
% of Portfolio:0.0% ($53/$299.7M)
PubMatic, Inc.
Shares:
Value:$46
% of Portfolio:0.0% ($46/$299.7M)
System1, Inc.
Shares:
Value:$44
% of Portfolio:0.0% ($44/$299.7M)
Karyopharm Therapeutics Inc.
Shares:
Value:$12
% of Portfolio:0.0% ($12/$299.7M)