Koonce Calvin Scott 13F annual report
Koonce Calvin Scott is an investment fund managing more than $121 billion ran by Elaine Schuler. There are currently 2 companies in Mrs. Schuler’s portfolio. The largest investments include VSE and Baytex Corp, together worth $121 billion.
$121 billion Assets Under Management (AUM)
As of 22nd January 2024, Koonce Calvin Scott’s top holding is 1,867,082 shares of VSE currently worth over $121 billion and making up 99.9% of the portfolio value.
Relative to the number of outstanding shares of VSE, Koonce Calvin Scott owns more than 0.1% of the company.
In addition, the fund holds 18,725 shares of Baytex Corp worth $62.2 million, whose value fell approximately 0.1% in the past six months.
Currently, Koonce Calvin Scott's portfolio is worth at least $121 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Koonce Calvin Scott
The Koonce Calvin Scott office and employees reside in Rockville, Maryland. According to the last 13-F report filed with the SEC, Elaine Schuler serves as the Vice President at Koonce Calvin Scott.
One of the smallest hedge funds
The two most similar investment funds to Koonce Calvin Scott are Blue Door Asset Management and Aifg Consultants. They manage $121 billion and $121 billion respectively.
Elaine Schuler investment strategy
Koonce Calvin Scott’s portfolio is diversified across 2 sectors.
Currently, their heaviest sector is Industrials — making up 99.9% of
the total portfolio value.
The fund focuses on investments in the United States as
50.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
approximately 0.1% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $445 million.
The complete list of Koonce Calvin Scott trades based on 13F SEC filings
These positions were updated on January 29th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| VSE Corp. |
No change
1,867,082
|
$120,632,168,000 | 99.95% |
| Baytex Energy Corp |
No change
18,725
|
$62,167,000 | 0.05% |
| No transactions found | |||
| Showing first 500 out of 2 holdings | |||
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