SCHUSTERMAN INTERESTS, LLC

PrivateCIK: 1857024
Location

TULSA, OK

📋 What this filing means

SCHUSTERMAN INTERESTS, LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $436.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

9
Positions
$436.94M
Total AUM (reported)
7.79M
Total Shares

Allocation by class

TOTAL AUM$436.94M9 positions
COMMON STOCK$150.01M34.3%
S&P500 EQL WGT$119.72M27.4%
TR UNIT$91.36M20.9%
COM$56.53M12.9%
COM CL A$16.33M3.7%
MSCI EAFE ETF$1.00M0.2%
MSCI WORLD ETF$998.5K0.2%

Portfolio Concentration

Top 382.6%4–1017.4%TOP 10100.0%0%100%
Top 3$361.10M82.6%
4–10$75.85M17.4%

Top 3 weight

82.6%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 7.79M

Sole

Full voting authority

7.79M

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)

Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:

KARMAN HLDGS INC

SOLE
COMMON STOCK
Shares2.05M
TypeSH
Market value$150.01M
34.33%
Sole
2.05M
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares625K
TypeSH
Market value$119.72M
27.40%
Sole
625K
Shared
0.00
None
0.00

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares133.98K
TypeSH
Market value$91.36M
20.91%
Sole
133.98K
Shared
0.00
None
0.00

HEARTFLOW INC

SOLE
COM
Shares1.94M
TypeSH
Market value$56.53M
12.94%
Sole
1.94M
Shared
0.00
None
0.00

RANPAK HOLDINGS CORP

SOLE
COM CL A
Shares3.02M
TypeSH
Market value$16.33M
3.74%
Sole
3.02M
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI EAFE ETF
Shares10.46K
TypeSH
Market value$1.00M
0.23%
Sole
10.46K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI WORLD ETF
Shares5.38K
TypeSH
Market value$998.5K
0.23%
Sole
5.38K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares5.46K
TypeSH
Market value$498.9K
0.11%
Sole
5.46K
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares1.97K
TypeSH
Market value$484.9K
0.11%
Sole
1.97K
Shared
0.00
None
0.00
SCHUSTERMAN INTERESTS, LLC 13F Holdings — 9 Positions | Finecho