本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CRGY | CRESCENT ENERGY COMPANY | $59.2M | 83.73% | 4.7M | Hold |
| 2 | PINE | ALPINE INCOME PROPERTY TRUST INC | $8.8M | 12.37% | 534,845 | Hold |
| 3 | GAME | GAMESQUARE HLDGS INC | $1.7M | 2.35% | 761,790 | Hold |
| 4 | FTAI | FTAI AVIATION LTD | $459,235 | 0.65% | 12,918 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $328,380 | 0.46% | 1,040 | Hold |
| 6 | HLLY | HOLLEY INC | $264,470 | 0.37% | 53,000 | Hold |
| 7 | FIP | FTAI INFRASTRUCTURE INC | $41,596 | 0.06% | 12,918 | Hold |
来源：SEC 13F 申报文件 · 截至 2023-09-30