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Lee Equity Partners, LLC 13F Holdings · last filed Q4 2018

Lee Equity Partners, LLC reported 2 securities worth $71.09M in its SEC 13F filing for Q4 2018 (period ended 2018-12-31). Top holdings: IBTX (70.61%), FRSH3 (29.39%), UAM (0.00%). Among its top 25 positions this quarter: 1 new, 1 exited.

RankTickerCompanyValue% PortfolioSharesAction
1IBTXIndependent Bank Group, Inc.$50.2M70.61%1.1MNew
2FRSH3Papa Murphy's Holdings, Inc.$20.9M29.39%4.4MHold
3UAMUniversal American Corp.$00.00%0Exited

Source: SEC Form 13F filings · as of 2018-12-31

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR