Terminal · Institutions

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

OFFIT CAPITAL ADVISORS LLC 13F Holdings -- Portfolio & Top Positions (2023-09-30)

OFFIT CAPITAL ADVISORS LLC (CIK 1424071) reported $60.1M across 1 reported positions in its SEC 13F filing for 2023-09-30. Largest positions: CMTG ($60.1M, 100.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CMTGCLAROS MTG TR INC$60.1M100.00%5.4MHold

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