TIPTREE ADVISORS, LLC

PrivateCIK: 1455452
Location

NEW YORK, NY

24
Positions
$161.80M
Total AUM (reported)
3.22M
Total Shares

Allocation by class

TOTAL AUM$161.80M24 positions
COM$107.43M66.4%
COM NEW$20.29M12.5%
CAP STK CL A$13.88M8.6%
COM SER A$10.37M6.4%
SPONSORED ADS$3.50M2.2%
CL A$3.04M1.9%
COM PAR $1$1.98M1.2%

Portfolio Concentration

Top 328.8%4–1039.6%11–2531.5%TOP 1068.5%0%100%
Top 3$46.63M28.8%
4–10$64.14M39.6%
11–25$51.04M31.5%

Top 3 weight

28.8%

Top 10 weight

68.5%

Voting Authority Distribution

Total shares with voting rights: 3.22M

Sole

Full voting authority

3.22M

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)

Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:

AMAZON COM INC

SOLE
COM
Shares80.50K
TypeSH
Market value$19.19M
11.86%
Sole
80.50K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares38.83K
TypeSH
Market value$13.88M
8.58%
Sole
38.83K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares31.30K
TypeSH
Market value$13.56M
8.38%
Sole
31.30K
Shared
0.00
None
0.00

CSX CORP

SOLE
COM
Shares257.50K
TypeSH
Market value$12.24M
7.56%
Sole
257.50K
Shared
0.00
None
0.00

OWENS CORNING NEW

SOLE
COM
Shares72K
TypeSH
Market value$11.45M
7.07%
Sole
72K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares389K
TypeSH
Market value$10.37M
6.41%
Sole
389K
Shared
0.00
None
0.00

TERAWULF INC

SOLE
COM
Shares357.80K
TypeSH
Market value$8.84M
5.46%
Sole
357.80K
Shared
0.00
None
0.00

ARRAY DIGITAL INFRASTRUCTURE

SOLE
COM
Shares203.12K
TypeSH
Market value$7.36M
4.55%
Sole
203.12K
Shared
0.00
None
0.00

BANC OF CALIFORNIA INC

SOLE
COM
Shares350.34K
TypeSH
Market value$7.16M
4.42%
Sole
350.34K
Shared
0.00
None
0.00

FLAGSTAR BANK NATIONAL ASSOC

SOLE
COM NEW
Shares450K
TypeSH
Market value$6.72M
4.16%
Sole
450K
Shared
0.00
None
0.00

HONEYWELL INTL INC

SOLE
COM
Shares29.82K
TypeSH
Market value$6.68M
4.13%
Sole
29.82K
Shared
0.00
None
0.00

HONEYWELL AEROSPACE INC

SOLE
COM
Shares29.82K
TypeSH
Market value$6.59M
4.08%
Sole
29.82K
Shared
0.00
None
0.00

SANDISK CORP

SOLE
COM
Shares2.50K
TypeSH
Market value$5.68M
3.51%
Sole
2.50K
Shared
0.00
None
0.00

ECOVYST INC

SOLE
COM
Shares400K
TypeSH
Market value$4.98M
3.08%
Sole
400K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares3.48K
TypeSH
Market value$4.01M
2.48%
Sole
3.48K
Shared
0.00
None
0.00

FORMFACTOR INC

SOLE
COM
Shares24.50K
TypeSH
Market value$3.92M
2.42%
Sole
24.50K
Shared
0.00
None
0.00

ASE TECHNOLOGY HLDG CO LTD

SOLE
SPONSORED ADS
Shares77.50K
TypeSH
Market value$3.50M
2.16%
Sole
77.50K
Shared
0.00
None
0.00

SM ENERGY COMPANY

SOLE
COM
Shares120K
TypeSH
Market value$3.13M
1.94%
Sole
120K
Shared
0.00
None
0.00

ECHOSTAR CORP

SOLE
CL A
Shares30K
TypeSH
Market value$3.04M
1.88%
Sole
30K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares38.90K
TypeSH
Market value$2.81M
1.73%
Sole
38.90K
Shared
0.00
None
0.00

GREENBRIER COS INC

SOLE
COM
Shares51.71K
TypeSH
Market value$2.53M
1.57%
Sole
51.71K
Shared
0.00
None
0.00

OLIN CORP

SOLE
COM PAR $1
Shares100K
TypeSH
Market value$1.98M
1.22%
Sole
100K
Shared
0.00
None
0.00

ROCKET COS INC

SOLE
COM CL A
Shares83.60K
TypeSH
Market value$1.32M
0.81%
Sole
83.60K
Shared
0.00
None
0.00

MOODYS CORP

SOLE
COM
Shares1.90K
TypeSH
Market value$860.5K
0.53%
Sole
1.90K
Shared
0.00
None
0.00