BARNETT & COMPANY, INC.

PrivateCIK: 1426588
Location

CHATTANOOGA, TN

88
Positions
$128.67M
Total AUM (reported)
2.85M
Total Shares

Allocation by class

TOTAL AUM$128.67M88 positions
COM$106.03M82.4%
SHS$8.90M6.9%
COM CL A$7.39M5.7%
CL C$5.51M4.3%
COM CL C$608.1K0.5%
COM CL B$226.7K0.2%

Portfolio Concentration

Top 318.0%4–1025.1%11–2527.1%Rest29.8%TOP 1043.1%0%100%
Top 3$23.13M18.0%
4–10$32.31M25.1%
11–25$34.85M27.1%
Rest$38.38M29.8%

Top 3 weight

18.0%

Top 10 weight

43.1%

Voting Authority Distribution

Total shares with voting rights: 2.85M

Sole

Full voting authority

2.85M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole88
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings88
Rows:

UNUM GROUP

SOLE
COM
Shares122.06K
TypeSH
Market value$8.91M
6.93%
Sole
122.06K
Shared
0.00
None
0.00

WILLIAMS COS INC

SOLE
COM
Shares112.42K
TypeSH
Market value$8.18M
6.36%
Sole
112.42K
Shared
0.00
None
0.00

ONEMAIN HLDGS INC

SOLE
COM
Shares112.79K
TypeSH
Market value$6.03M
4.69%
Sole
112.79K
Shared
0.00
None
0.00

FEDERAL AGRIC MTG CORP

SOLE
CL C
Shares37.17K
TypeSH
Market value$5.51M
4.29%
Sole
37.17K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares22.93K
TypeSH
Market value$4.99M
3.88%
Sole
22.93K
Shared
0.00
None
0.00

ONEOK INC NEW

SOLE
COM
Shares53.47K
TypeSH
Market value$4.83M
3.76%
Sole
53.47K
Shared
0.00
None
0.00

HEWLETT PACKARD ENTERPRISE C

SOLE
COM
Shares191.28K
TypeSH
Market value$4.55M
3.54%
Sole
191.28K
Shared
0.00
None
0.00

GENERAC HLDGS INC

SOLE
COM
Shares22.75K
TypeSH
Market value$4.44M
3.45%
Sole
22.75K
Shared
0.00
None
0.00

NATIONAL FUEL GAS CO

SOLE
COM
Shares44.03K
TypeSH
Market value$4.14M
3.22%
Sole
44.03K
Shared
0.00
None
0.00

PFIZER INC

SOLE
COM
Shares136.86K
TypeSH
Market value$3.84M
2.99%
Sole
136.86K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares6.50K
TypeSH
Market value$3.19M
2.48%
Sole
6.50K
Shared
0.00
None
0.00

RTX CORPORATION

SOLE
COM
Shares15.32K
TypeSH
Market value$2.96M
2.30%
Sole
15.32K
Shared
0.00
None
0.00

CONOCOPHILLIPS

SOLE
COM
Shares20.89K
TypeSH
Market value$2.76M
2.14%
Sole
20.89K
Shared
0.00
None
0.00

ANTERO MIDSTREAM CORP

SOLE
COM
Shares115.78K
TypeSH
Market value$2.64M
2.05%
Sole
115.78K
Shared
0.00
None
0.00

OUTFRONT MEDIA INC

SOLE
COM
Shares97.30K
TypeSH
Market value$2.58M
2.00%
Sole
97.30K
Shared
0.00
None
0.00

SUNOCO LP/SUNOCO FIN CORP

SOLE
COM
Shares39.58K
TypeSH
Market value$2.57M
2.00%
Sole
39.58K
Shared
0.00
None
0.00

SCOTTS MIRACLE-GRO CO

SOLE
COM CL A
Shares39.31K
TypeSH
Market value$2.39M
1.86%
Sole
39.31K
Shared
0.00
None
0.00

MATIV HOLDINGS INC

SOLE
COM
Shares245.38K
TypeSH
Market value$2.13M
1.66%
Sole
245.38K
Shared
0.00
None
0.00

MPLX LP

SOLE
COM
Shares37.25K
TypeSH
Market value$2.13M
1.65%
Sole
37.25K
Shared
0.00
None
0.00

BLUE OWL CAPITAL CORPORATION

SOLE
COM
Shares191K
TypeSH
Market value$2.11M
1.64%
Sole
191K
Shared
0.00
None
0.00

BLACK HILLS CORP

SOLE
COM
Shares29.20K
TypeSH
Market value$2.03M
1.58%
Sole
29.20K
Shared
0.00
None
0.00

KINETIK HOLDINGS INC

SOLE
COM CL A
Shares40.60K
TypeSH
Market value$1.97M
1.53%
Sole
40.60K
Shared
0.00
None
0.00

PAPA JOHNS INTL INC

SOLE
COM
Shares58.10K
TypeSH
Market value$1.88M
1.46%
Sole
58.10K
Shared
0.00
None
0.00

FMC CORP

SOLE
COM
Shares102.05K
TypeSH
Market value$1.76M
1.37%
Sole
102.05K
Shared
0.00
None
0.00

ALLY FINL INC

SOLE
COM
Shares44.73K
TypeSH
Market value$1.75M
1.36%
Sole
44.73K
Shared
0.00
None
0.00
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