Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

GOFF JOHN C 13F Holdings -- Portfolio & Top Positions (2023-09-30)

GOFF JOHN C (CIK 1040463) reported $70.7M across 7 reported positions in its SEC 13F filing for 2023-09-30. Largest positions: CRGY ($59.2M, 83.73%), PINE ($8.8M, 12.37%), GAME ($1.7M, 2.35%), FTAI ($459,235, 0.65%), MSFT ($328,380, 0.46%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CRGYCRESCENT ENERGY COMPANY$59.2M83.73%4.7MHold
2PINEALPINE INCOME PROPERTY TRUST INC$8.8M12.37%534,845Hold
3GAMEGAMESQUARE HLDGS INC$1.7M2.35%761,790Hold
4FTAIFTAI AVIATION LTD$459,2350.65%12,918Trimmed
5MSFTMICROSOFT CORP$328,3800.46%1,040Hold
6HLLYHOLLEY INC$264,4700.37%53,000Hold
7FIPFTAI INFRASTRUCTURE INC$41,5960.06%12,918Hold

Source: SEC Form 13F filings · as of 2023-09-30