DELAWARE LADERA MANAGEMENT COMPANY, INC.

PrivateCIK: 2056289
Location

BOSTON, MA

📋 What this filing means

DELAWARE LADERA MANAGEMENT COMPANY, INC. filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $298.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

3
Positions
$298.3K
Total AUM (reported)
5.42K
Total Shares

Allocation by class

TOTAL AUM$298.3K3 positions
COM$298.3K100.0%

Portfolio Concentration

Top 3100.0%TOP 10100.0%0%100%
Top 3$298.3K100.0%

Top 3 weight

100.0%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 5.42K

Sole

Full voting authority

5.42K

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)

Sole3
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3
Rows:

EOG RES INC

SOLE
COM
Shares890.00
TypeSH
Market value$109.1K
36.57%
Sole
890.00
Shared
0.00
None
0.00

CONOCOPHILLIPS

SOLE
COM
Shares1K
TypeSH
Market value$99.2K
33.25%
Sole
1K
Shared
0.00
None
0.00

COTERRA ENERGY INC

SOLE
COM
Shares3.52K
TypeSH
Market value$90.0K
30.18%
Sole
3.52K
Shared
0.00
None
0.00
DELAWARE LADERA MANAGEMENT COMPANY, INC. 13F Holdings — 3 Positions | Finecho