CONCENTRIC CAPITAL STRATEGIES, LP

PrivateCIK: 1851869
Location

STAMFORD, CT

309
Positions
$1.19B
Total AUM (reported)
8.18M
Total Shares

Allocation by class

TOTAL AUM$1.19B309 positions
TR UNIT$499.46M42.1%
COM$422.62M35.6%
CL A$55.03M4.6%
SHS$26.97M2.3%
COM NEW$17.48M1.5%
CAP STK CL A$15.91M1.3%
20 YR TR BD ETF$12.87M1.1%

Portfolio Concentration

Top 346.1%4–108.2%11–2511.4%Rest34.3%TOP 1054.3%0%100%
Top 3$547.09M46.1%
4–10$97.36M8.2%
11–25$135.39M11.4%
Rest$407.22M34.3%

Top 3 weight

46.1%

Top 10 weight

54.3%

Voting Authority Distribution

Total shares with voting rights: 7.01M

Sole

Full voting authority

7.01M

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)

Sole309
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings309
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares767.99K
TypeSH
Market value$499.46M
42.08%
Sole
767.99K
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares568.34K
TypeSH
Market value$25.08M
2.11%
Sole
52.55K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares88.85K
TypeSH
Market value$22.55M
1.90%
Sole
88.85K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares94.62K
TypeSH
Market value$16.50M
1.39%
Sole
94.62K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares55.34K
TypeSH
Market value$15.91M
1.34%
Sole
55.34K
Shared
0.00
None
0.00

MADISON SQUARE GRDN SPRT COR

SOLE
CL A
Shares49.47K
TypeSH
Market value$15.90M
1.34%
Sole
49.47K
Shared
0.00
None
0.00

ISHARES TR

SOLE
20 YR TR BD ETF
Shares148.42K
TypeSH
Market value$12.87M
1.08%
Sole
148.42K
Shared
0.00
None
0.00

GAMESTOP CORP

SOLE
CL A
Shares538.38K
TypeSH
Market value$12.40M
1.04%
Sole
21.40K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares59.01K
TypeSH
Market value$12.29M
1.04%
Sole
59.01K
Shared
0.00
None
0.00

ECOLAB INC

SOLE
COM
Shares43.17K
TypeSH
Market value$11.48M
0.97%
Sole
43.17K
Shared
0.00
None
0.00

PACKAGING CORP AMER

SOLE
COM
Shares52.96K
TypeSH
Market value$11.24M
0.95%
Sole
52.96K
Shared
0.00
None
0.00

LINDE PLC

SOLE
SHS
Shares22.62K
TypeSH
Market value$11.21M
0.94%
Sole
22.62K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares57.54K
TypeSH
Market value$11.04M
0.93%
Sole
57.54K
Shared
0.00
None
0.00

BARCLAYS BANK PLC

SOLE
IPATH S&P 500 SH
Shares301.43K
TypeSH
Market value$10.76M
0.91%
Sole
301.43K
Shared
0.00
None
0.00

ISHARES TR

SOLE
EXPANDED TECH
Shares130.65K
TypeSH
Market value$10.46M
0.88%
Sole
130.65K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares10.09K
TypeSH
Market value$10.06M
0.85%
Sole
10.09K
Shared
0.00
None
0.00

PARKER-HANNIFIN CORP

SOLE
COM
Shares10.74K
TypeSH
Market value$9.61M
0.81%
Sole
10.74K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares18.59K
TypeSH
Market value$8.91M
0.75%
Sole
18.59K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares22.96K
TypeSH
Market value$8.50M
0.72%
Sole
22.96K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares13.61K
TypeSH
Market value$7.79M
0.66%
Sole
13.61K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares61.25K
TypeSH
Market value$7.61M
0.64%
Sole
61.25K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares89.99K
TypeSH
Market value$7.38M
0.62%
Sole
89.99K
Shared
0.00
None
0.00

WISDOMTREE TR

SOLE
CLOUD COMPUTNG
Shares260.10K
TypeSH
Market value$7.11M
0.60%
Sole
260.10K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET HEA
Shares47.84K
TypeSH
Market value$7.01M
0.59%
Sole
47.84K
Shared
0.00
None
0.00

BOISE CASCADE CO DEL

SOLE
COM
Shares88.30K
TypeSH
Market value$6.70M
0.56%
Sole
88.30K
Shared
0.00
None
0.00
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