SA
Standpoint Asset Management, LLC
13F filer · CIK 0001780423Reported Jul 23, 2026
Net buyer this quarter
13F portfolio value$477MU.S. long equity reported on 13F
Positions10 new · 0 closed
Net flow last quarter+$1.65MBuys minus sells
Top 10 positions weight8.8%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 23, 20261 positions | |||||
| $42.1M | 8.82% | Not reported | +4.1% | Q4 2022 | |
| Q1 2026Reported Apr 16, 20261 positions | |||||
| $37.9M | 9.20% | Not reported | -3.3% | Q4 2022 | |
| Q4 2025Reported Feb 12, 20261 positions | |||||
| $38.7M | 8.85% | Not reported | -3.4% | Q4 2022 | |
| Q3 2025Reported Nov 6, 20251 positions | |||||
| $39M | 8.81% | Not reported | -15.5% | Q4 2022 | |
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