OPPENHEIMER & CLOSE, LLC

PrivateCIK: 1591377
Location

NEW YORK, NY

📋 What this filing means

OPPENHEIMER & CLOSE, LLC filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $158.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

57
Positions
$158.50M
Total AUM (reported)
6.71M
Total Shares

Allocation by class

TOTAL AUM$158.50M57 positions
COM$116.69M73.6%
COM NEW$9.65M6.1%
COM SER N$7.91M5.0%
CL B NEW$5.58M3.5%
GOLD SHS$5.27M3.3%
COM CL A$4.75M3.0%
COM SHS$4.45M2.8%

Portfolio Concentration

Top 318.4%4–1027.7%11–2537.9%Rest16.0%TOP 1046.1%0%100%
Top 3$29.16M18.4%
4–10$43.90M27.7%
11–25$60.02M37.9%
Rest$25.42M16.0%

Top 3 weight

18.4%

Top 10 weight

46.1%

Voting Authority Distribution

Total shares with voting rights: 6.71M

Sole

Full voting authority

5.44M

shares

% of voting shares81.1%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.27M

shares

% of voting shares18.9%

Investment Discretion (by position count)

Sole57
Shared0
Other0
Dominant voting typeSole · 81.1% of voting shares
Institutional Holdings57
Rows:

SEACOR MARINE HLDGS INC

SOLE
COM
Shares1.38M
TypeSH
Market value$10.59M
6.68%
Sole
780.74K
Shared
0.00
None
603.05K

HURCO CO

SOLE
COM
Shares460.21K
TypeSH
Market value$10.54M
6.65%
Sole
309.77K
Shared
0.00
None
150.44K

AGNICO EAGLE MINES LTD

SOLE
COM
Shares51.84K
TypeSH
Market value$8.04M
5.07%
Sole
28.27K
Shared
0.00
None
23.57K

U HAUL HOLDING COMPANY

SOLE
COM SER N
Shares137.03K
TypeSH
Market value$7.91M
4.99%
Sole
34.78K
Shared
0.00
None
102.25K

TAYLOR DEVICES INC

SOLE
COM
Shares113.59K
TypeSH
Market value$6.67M
4.21%
Sole
113.59K
Shared
0.00
None
0.00

BRT APARTMENTS CORP

SOLE
COM
Shares402.62K
TypeSH
Market value$6.19M
3.90%
Sole
221K
Shared
0.00
None
181.62K

INSTEEL INDS INC

SOLE
COM
Shares200.18K
TypeSH
Market value$6.05M
3.81%
Sole
138.46K
Shared
0.00
None
61.72K

PEAPACK-GLADSTONE FINL CORP

SOLE
COM
Shares124.94K
TypeSH
Market value$5.91M
3.73%
Sole
124.94K
Shared
0.00
None
0.00

CNB FINL CORP PA

SOLE
COM
Shares166.25K
TypeSH
Market value$5.60M
3.54%
Sole
166.25K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares11.15K
TypeSH
Market value$5.58M
3.52%
Sole
3.37K
Shared
0.00
None
7.78K

SPDR GOLD TR

SOLE
GOLD SHS
Shares14.32K
TypeSH
Market value$5.27M
3.33%
Sole
200.00
Shared
0.00
None
14.12K

HECLA MINING COMPANY

SOLE
COM
Shares331.28K
TypeSH
Market value$5.11M
3.22%
Sole
301.88K
Shared
0.00
None
29.41K

NEWMONT CORP

SOLE
COM
Shares51.59K
TypeSH
Market value$4.82M
3.04%
Sole
49.50K
Shared
0.00
None
2.09K

ALAMOS GOLD INC

SOLE
COM CL A
Shares156.54K
TypeSH
Market value$4.75M
2.99%
Sole
144.28K
Shared
0.00
None
12.27K

COEUR MNG INC

SOLE
COM NEW
Shares286.48K
TypeSH
Market value$4.68M
2.95%
Sole
268.86K
Shared
0.00
None
17.62K

BUILD-A-BEAR WORKSHOP INC

SOLE
COM
Shares152.58K
TypeSH
Market value$4.67M
2.95%
Sole
152.58K
Shared
0.00
None
0.00

BARRICK MNG CORP

SOLE
COM SHS
Shares121.16K
TypeSH
Market value$4.45M
2.81%
Sole
115.51K
Shared
0.00
None
5.64K

CHEVRON CORPORATION

SOLE
COM
Shares26.84K
TypeSH
Market value$4.45M
2.81%
Sole
6.63K
Shared
0.00
None
20.20K

ASCENT INDUSTRIES CO

SOLE
COM
Shares233.09K
TypeSH
Market value$3.50M
2.21%
Sole
233.09K
Shared
0.00
None
0.00

FRP HLDGS INC

SOLE
COM
Shares136.45K
TypeSH
Market value$3.41M
2.15%
Sole
136.43K
Shared
0.00
None
20.00

LAKE SHORE BANCORP INC

SOLE
COM
Shares180K
TypeSH
Market value$3.21M
2.02%
Sole
180K
Shared
0.00
None
0.00

CENTRAL PLAINS BANCSHARES IN

SOLE
COM
Shares165.01K
TypeSH
Market value$3.14M
1.98%
Sole
165.01K
Shared
0.00
None
0.00

TEJON RANCH CO

SOLE
COM
Shares164.77K
TypeSH
Market value$3.08M
1.94%
Sole
164.77K
Shared
0.00
None
0.00

BV FINL INC

SOLE
COM NEW
Shares134.53K
TypeSH
Market value$2.85M
1.80%
Sole
134.53K
Shared
0.00
None
0.00

HOMETRUST BANCSHARES INC

SOLE
COM
Shares52.71K
TypeSH
Market value$2.63M
1.66%
Sole
52.71K
Shared
0.00
None
0.00
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