Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LUZICH PARTNERS LLC (CIK 1602955) reported $53.5M across 9 reported positions in its SEC 13F filing for 2018-12-31. Largest positions: GPP ($11.3M, 21.08%), FTAI ($10.8M, 20.14%), TREC ($9.3M, 17.38%), CEPU ($8.2M, 15.32%), IRS ($6.0M, 11.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GPP | GREEN PLAINS PARTNERS LP | $11.3M | 21.08% | 860,000 | Trimmed |
| 2 | FTAI | FORTRESS TRANS INFRST INVS L | $10.8M | 20.14% | 751,300 | Added |
| 3 | TREC | TRECORA RES | $9.3M | 17.38% | 1.2M | Added |
| 4 | CEPU | CENTRAL PUERTO SA | $8.2M | 15.32% | 890,923 | Added |
| 5 | IRS | IRSA INVERSIONES Y REP S A | $6.0M | 11.30% | 463,000 | Added |
| 6 | INOD | INNODATA INC | $4.9M | 9.07% | 3.2M | Added |
| 7 | MX | MAGNACHIP SEMICONDUCTOR CORP | $2.4M | 4.41% | 379,923 | Trimmed |
| 8 | GCAP | GAIN CAP HLDGS INC | $463,000 | 0.87% | 75,112 | Trimmed |
| 9 | IRCP | IRSA PROPIEDADES COMERCIALES SA | $229,000 | 0.43% | 12,690 | New |
| 10 | SUPV | Grupo Supervielle SA | $0 | 0.00% | 0 | Exited |
| 11 | RDI | READING INTERNATIONAL INC | $0 | 0.00% | 0 | Exited |
| 12 | REGI | RENEWABLE ENERGY GROUP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2018-12-31