MATTERN CAPITAL MANAGEMENT, LLC

PrivateCIK: 1803227
Location

LAKEWOOD, CO

170
Positions
$834.89M
Total AUM (reported)
5.90M
Total Shares

Allocation by class

TOTAL AUM$834.89M170 positions
COM$652.03M78.1%
CL A$33.40M4.0%
SHS$30.47M3.7%
COM NEW$10.87M1.3%
SHS CLASS A$9.53M1.1%
COM CL A$8.15M1.0%
CL B$7.14M0.9%

Portfolio Concentration

Top 36.1%4–1010.8%11–2520.1%Rest63.0%TOP 1017.0%0%100%
Top 3$51.14M6.1%
4–10$90.50M10.8%
11–25$167.43M20.1%
Rest$525.82M63.0%

Top 3 weight

6.1%

Top 10 weight

17.0%

Voting Authority Distribution

Total shares with voting rights: 5.90M

Sole

Full voting authority

5.87M

shares

% of voting shares99.5%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

28.52K

shares

% of voting shares0.5%

Investment Discretion (by position count)

Sole170
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings170
Rows:

APPLE INC

SOLE
COM
Shares77.60K
TypeSH
Market value$19.69M
2.36%
Sole
77.49K
Shared
0.00
None
109.00

PHILLIPS 66

SOLE
COM
Shares88.60K
TypeSH
Market value$16.14M
1.93%
Sole
88.39K
Shared
0.00
None
206.00

MICROSOFT CORP

SOLE
COM
Shares41.34K
TypeSH
Market value$15.30M
1.83%
Sole
41.26K
Shared
0.00
None
81.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares14.41K
TypeSH
Market value$14.36M
1.72%
Sole
14.39K
Shared
0.00
None
29.00

CENCORA INC

SOLE
COM
Shares41.99K
TypeSH
Market value$13.19M
1.58%
Sole
41.91K
Shared
0.00
None
83.00

WW GRAINGER INC

SOLE
COM
Shares12.01K
TypeSH
Market value$13.10M
1.57%
Sole
11.98K
Shared
0.00
None
27.00

WEC ENERGY GROUP INC

SOLE
COM
Shares109.95K
TypeSH
Market value$12.73M
1.52%
Sole
109.62K
Shared
0.00
None
327.00

NEXTERA ENERGY INC

SOLE
COM
Shares133.94K
TypeSH
Market value$12.44M
1.49%
Sole
133.61K
Shared
0.00
None
330.00

CMS ENERGY CORP

SOLE
COM
Shares159.66K
TypeSH
Market value$12.39M
1.48%
Sole
159.19K
Shared
0.00
None
472.00

LOWES COS INC

SOLE
COM
Shares52.01K
TypeSH
Market value$12.29M
1.47%
Sole
51.90K
Shared
0.00
None
108.00

AFLAC INC

SOLE
COM
Shares110.63K
TypeSH
Market value$12.14M
1.45%
Sole
110.39K
Shared
0.00
None
238.00

L3HARRIS TECHNOLOGIES INC

SOLE
COM
Shares34.74K
TypeSH
Market value$11.99M
1.44%
Sole
34.66K
Shared
0.00
None
84.00

LINDE PLC

SOLE
SHS
Shares24.08K
TypeSH
Market value$11.94M
1.43%
Sole
24.02K
Shared
0.00
None
64.00

AMERICAN WTR WKS CO INC NEW

SOLE
COM
Shares87.60K
TypeSH
Market value$11.92M
1.43%
Sole
87.34K
Shared
0.00
None
265.00

CHUBB LTD SWITZ

SOLE
COM
Shares36.12K
TypeSH
Market value$11.77M
1.41%
Sole
36.03K
Shared
0.00
None
94.00

BROADCOM INC

SOLE
COM
Shares37.22K
TypeSH
Market value$11.52M
1.38%
Sole
37.14K
Shared
0.00
None
77.00

GENERAL DYNAMICS CORP

SOLE
COM
Shares32.97K
TypeSH
Market value$11.32M
1.36%
Sole
32.88K
Shared
0.00
None
87.00

ATMOS ENERGY CORP

SOLE
COM
Shares59.71K
TypeSH
Market value$11.03M
1.32%
Sole
59.55K
Shared
0.00
None
161.00

WALMART INC

SOLE
COM
Shares88.22K
TypeSH
Market value$10.96M
1.31%
Sole
88.04K
Shared
0.00
None
175.00

ABBOTT LABORATORIES

SOLE
COM
Shares105.89K
TypeSH
Market value$10.87M
1.30%
Sole
105.59K
Shared
0.00
None
295.00

MOTOROLA SOLUTIONS INC

SOLE
COM NEW
Shares24.56K
TypeSH
Market value$10.66M
1.28%
Sole
24.49K
Shared
0.00
None
70.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares38.78K
TypeSH
Market value$10.49M
1.26%
Sole
38.68K
Shared
0.00
None
106.00

CONSTELLATION ENERGY CORP

SOLE
COM
Shares37.11K
TypeSH
Market value$10.36M
1.24%
Sole
37K
Shared
0.00
None
107.00

ROPER TECHNOLOGIES INC

SOLE
COM
Shares29.05K
TypeSH
Market value$10.28M
1.23%
Sole
28.97K
Shared
0.00
None
81.00

BROADRIDGE FINL SOLUTIONS IN

SOLE
COM
Shares62.64K
TypeSH
Market value$10.18M
1.22%
Sole
62.47K
Shared
0.00
None
169.00
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