Filed: 1/2/2024ACC: 0002004581-24-000001
📋 What this filing means
WYRMWOOD MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $104.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$104.5K
Total AUM (reported)
519.00
Total Shares
Allocation by class
COM$86.7K82.9%
CL B NEW$17.8K17.1%
Portfolio Concentration
Top 3$86.7K82.9%
4–10$17.8K17.1%
Top 3 weight
82.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 519.00
Sole
Full voting authority
519.00
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)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
APPLE INC
SOLEShares169.00
TypeSH
Market value$32.5K
31.14%
Sole
169.00
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares200.00
TypeSH
Market value$29.3K
28.06%
Sole
200.00
Shared
0.00
None
0.00
TESLA INC
SOLEShares100.00
TypeSH
Market value$24.8K
23.73%
Sole
100.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares50.00
TypeSH
Market value$17.8K
17.07%
Sole
50.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 169.00 | SH | $32.5K 31.14% | 169.00 | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 200.00 | SH | $29.3K 28.06% | 200.00 | 0.00 | 0.00 |
TESLA INCSOLE | COM | 100.00 | SH | $24.8K 23.73% | 100.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 50.00 | SH | $17.8K 17.07% | 50.00 | 0.00 | 0.00 |