KENSINGTON ASSET MANAGEMENT, LLC

PrivateCIK: 1979884
Location

AUSTIN, TX

📋 What this filing means

KENSINGTON ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $495.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

3
Positions
$495.86M
Total AUM (reported)
3.90M
Total Shares

Allocation by class

TOTAL AUM$495.86M3 positions
BARCLAYS 7 10 YR$212.69M42.9%
20 YR TR BD ETF$147.68M29.8%
3 7 YR TREAS BD$135.48M27.3%

Portfolio Concentration

Top 3100.0%TOP 10100.0%0%100%
Top 3$495.86M100.0%

Top 3 weight

100.0%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 3.90M

Sole

Full voting authority

3.90M

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:

ISHARES TR

SOLE
BARCLAYS 7 10 YR
Shares1.85M
TypeSH
Market value$212.69M
42.89%
Sole
1.85M
Shared
0.00
None
0.00

ISHARES TR

SOLE
20 YR TR BD ETF
Shares996.55K
TypeSH
Market value$147.68M
29.78%
Sole
996.55K
Shared
0.00
None
0.00

ISHARES TR

SOLE
3 7 YR TREAS BD
Shares1.05M
TypeSH
Market value$135.48M
27.32%
Sole
1.05M
Shared
0.00
None
0.00
KENSINGTON ASSET MANAGEMENT, LLC 13F Holdings — 3 Positions | Finecho