CHESAPEAKE CAPITAL CORP /IL/

PrivateCIK: 1093908
Location

TAMPA, FL

156
Positions
$138.70M
Total AUM (reported)
1.47M
Total Shares

Allocation by class

TOTAL AUM$138.70M156 positions
COM$75.56M54.5%
NATIONAL MUN ETF$6.32M4.6%
COM NEW$5.99M4.3%
SPONSORED ADR$4.86M3.5%
SPONSORED ADS$4.24M3.1%
TIPS BD ETF$3.86M2.8%
SHRT TRM CORP BD$3.70M2.7%

Portfolio Concentration

Top 310.0%4–1012.5%11–2516.3%Rest61.3%TOP 1022.5%0%100%
Top 3$13.88M10.0%
4–10$17.31M12.5%
11–25$22.55M16.3%
Rest$84.96M61.3%

Top 3 weight

10.0%

Top 10 weight

22.5%

Voting Authority Distribution

Total shares with voting rights: 1.47M

Sole

Full voting authority

1.47M

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)

Sole156
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings156
Rows:

ISHARES TR

SOLE
NATIONAL MUN ETF
Shares59.52K
TypeSH
Market value$6.32M
4.56%
Sole
59.52K
Shared
0.00
None
0.00

ISHARES TR

SOLE
TIPS BD ETF
Shares34.93K
TypeSH
Market value$3.86M
2.78%
Sole
34.93K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
SHRT TRM CORP BD
Shares46.74K
TypeSH
Market value$3.70M
2.67%
Sole
46.74K
Shared
0.00
None
0.00

LUMENTUM HLDGS INC

SOLE
COM
Shares4.58K
TypeSH
Market value$3.22M
2.32%
Sole
4.58K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares32K
TypeSH
Market value$2.93M
2.11%
Sole
32K
Shared
0.00
None
0.00

WESTERN DIGITAL CORP

SOLE
COM
Shares9.42K
TypeSH
Market value$2.55M
1.84%
Sole
9.42K
Shared
0.00
None
0.00

ISHARES TR

SOLE
PFD AND INCM SEC
Shares82.14K
TypeSH
Market value$2.49M
1.80%
Sole
82.14K
Shared
0.00
None
0.00

CARPENTER TECHNOLOGY CORP

SOLE
COM
Shares5.32K
TypeSH
Market value$2.10M
1.51%
Sole
5.32K
Shared
0.00
None
0.00

AZZ INC

SOLE
COM
Shares16.19K
TypeSH
Market value$2.03M
1.46%
Sole
16.19K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares24.18K
TypeSH
Market value$2.00M
1.44%
Sole
24.18K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MBS ETF
Shares20.11K
TypeSH
Market value$1.91M
1.38%
Sole
20.11K
Shared
0.00
None
0.00

ISHARES TR

SOLE
JPMORGAN USD EMG
Shares20.07K
TypeSH
Market value$1.89M
1.36%
Sole
20.07K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares5.10K
TypeSH
Market value$1.72M
1.24%
Sole
5.10K
Shared
0.00
None
0.00

AGNICO EAGLE MINES LTD

SOLE
COM
Shares8.18K
TypeSH
Market value$1.66M
1.20%
Sole
8.18K
Shared
0.00
None
0.00

CORTEVA INC

SOLE
COM
Shares19.01K
TypeSH
Market value$1.59M
1.15%
Sole
19.01K
Shared
0.00
None
0.00

SUNCOR ENERGY INC NEW

SOLE
COM
Shares23.86K
TypeSH
Market value$1.58M
1.14%
Sole
23.86K
Shared
0.00
None
0.00

NORTHROP GRUMMAN CORP

SOLE
COM
Shares2.31K
TypeSH
Market value$1.57M
1.14%
Sole
2.31K
Shared
0.00
None
0.00

RIO TINTO PLC

SOLE
SPONSORED ADR
Shares15.83K
TypeSH
Market value$1.48M
1.06%
Sole
15.83K
Shared
0.00
None
0.00

TKO GROUP HOLDINGS INC

SOLE
CL A
Shares7.17K
TypeSH
Market value$1.45M
1.04%
Sole
7.17K
Shared
0.00
None
0.00

ANGLOGOLD ASHANTI PLC

SOLE
COM SHS
Shares14.47K
TypeSH
Market value$1.41M
1.02%
Sole
14.47K
Shared
0.00
None
0.00

BANK NOVA SCOTIA B C

SOLE
COM
Shares18.77K
TypeSH
Market value$1.30M
0.94%
Sole
18.77K
Shared
0.00
None
0.00

KRATOS DEFENSE & SEC SOLUTIO

SOLE
COM NEW
Shares18.16K
TypeSH
Market value$1.28M
0.92%
Sole
18.16K
Shared
0.00
None
0.00

ROSS STORES INC

SOLE
COM
Shares5.78K
TypeSH
Market value$1.25M
0.90%
Sole
5.78K
Shared
0.00
None
0.00

VALE S A

SOLE
SPONSORED ADS
Shares77.85K
TypeSH
Market value$1.24M
0.89%
Sole
77.85K
Shared
0.00
None
0.00

ARCH CAP GROUP LTD

SOLE
ORD
Shares12.73K
TypeSH
Market value$1.22M
0.88%
Sole
12.73K
Shared
0.00
None
0.00
Page 1 of 7