Institutions / Chesapeake Capital Corp /Il

Chesapeake Capital Corp /Il

CIK 1093908 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$138.70M
Positions
156
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$138.70M+16.1%
$138.70M$129.10M$119.50MQ4 '25Q1 '26

Positions

156-1.3%
158157156Q4 '25Q1 '26

Top holdings

CompanyClassValueShares% of portfolio
iShares Trโ€”$6.32M59,5254.6%
iShares Trโ€”$3.86M34,9332.8%
Vanguard Scottsdale Fdsโ€”$3.70M46,7382.7%
Lumentum Hldgs Incโ€”$3.22M4,5822.3%
SPDR Series Trustโ€”$2.93M31,9972.1%
Western Digital Corpโ€”$2.55M9,4181.8%
iShares Trโ€”$2.49M82,1411.8%
Carpenter Technology Corpโ€”$2.10M5,3221.5%
Azz Incโ€”$2.03M16,1941.5%
Vanguard Scottsdale Fdsโ€”$2.00M24,1831.4%
iShares Trโ€”$1.91M20,1061.4%
iShares Trโ€”$1.89M20,0691.4%
Micron Technology Incโ€”$1.72M5,1031.2%
Agnico Eagle Mines Ltdโ€”$1.66M8,1801.2%
Corteva, Inc.โ€”$1.59M19,0091.1%
Suncor Energy Inc Newโ€”$1.58M23,8621.1%
Northrop Grumman Corpโ€”$1.57M2,3081.1%
Rio Tinto PLCโ€”$1.48M15,8271.1%
TKO Group Holdings, Inc.โ€”$1.45M7,1711.0%
Anglogold Ashanti PLCโ€”$1.41M14,4721.0%
Bank Nova Scotia B Cโ€”$1.30M18,7680.9%
Kratos Defense & Security Solutions Incโ€”$1.28M18,1650.9%
Ross Stores, Inc.โ€”$1.25M5,7760.9%
Vale S.A.VALEADR$1.24M77,8460.9%
Arch Capital Group Ltd.โ€”$1.22M12,7260.9%

Activity

InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
DateActionCompanyValueShares ฮ”Position afterImpact
Q1 2026
as of
Exit464288679
Common stock
$-3.56M-32K
-100.00%
0
low
Q1 2026
as of
Add464288414
Common stock
$2.08M+20K
+48.96%
59,525
4.56% of portfolio
low
Q1 2026
as of
Add464287176
Common stock
$1.74M+16K
+82.33%
34,933
2.78% of portfolio
low
Q1 2026
as of
Add92206C409
Common stock
$1.68M+21K
+83.10%
46,738
2.67% of portfolio
low
Q1 2026
as of
Add464288687
Common stock
$1.26M+41K
+102.00%
82,141
1.80% of portfolio
low
Q1 2026
as of
Add78464A359
Common stock
$1.25M+14K
+74.17%
31,997
2.11% of portfolio
low
Q1 2026
as of
NewClean Harbors Inc
Common stock
$1.06M+4K
3,694
0.76% of portfolio
low
Q1 2026
as of
NewPepsico Inc
Common stock
$1.02M+7K
6,584
0.74% of portfolio
low
Q1 2026
as of
New29446M102
Common stock
$972.0K+23K
23,032
0.70% of portfolio
low
Q1 2026
as of
ExitXylem Inc.
Common stock
$-871.4K-6K
-100.00%
0
low