— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Watershed Asset Management, L.L.C.

601 CALIFORNIA STREET, SUITE 1701, SAN FRANCISCO, CA 94108 • (415) 391-8900

Q1 2024 · Filed 2024-02-02
Market Value
$0
-100.0%
Holdings
116
-33
New Purchases
0
Added To
0
Closed
116
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 31.5%
Technology 30.8%
Healthcare 11.8%
Consumer Cyclical 11.5%
Communication Services 6.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 9 $0 0%
Large Cap 38 $0 0%
Mid Cap 41 $0 0%
Small Cap 23 $0 0%
Micro Cap 5 $0 0%

Portfolio Analytics

Avg Market Cap
$137.7B
Median Market Cap
$6.6B
Avg P/E
32.6
Median P/E
19.4
Avg Dividend Yield
0.12%
Avg Beta
0.99
# Stocks
111
# ETFs / Funds
5

Top Holdings (116 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ODC —% -$272K -4,059 -100.0% SOLD
2 TDC —% -$296K -6,808 -100.0% SOLD
3 SE —% -$1M -29,600 -100.0% SOLD
4 PFGC —% -$290K -4,192 -100.0% SOLD
5 DHR —% -$4M -16,250 -100.0% SOLD
6 WEX —% -$297K -1,529 -100.0% SOLD
7 MGM —% -$217K -4,865 -100.0% SOLD
8 FNB —% -$308K -22,368 -100.0% SOLD
9 ADNT —% -$284K -7,818 -100.0% SOLD
10 CARS —% -$288K -15,191 -100.0% SOLD
11 RYN —% -$3M -77,000 -100.0% SOLD
12 STEL —% -$306K -10,975 -100.0% SOLD
13 TDY —% -$304K -681 -100.0% SOLD
14 MA —% -$3M -8,035 -100.0% SOLD
15 IBM —% -$286K -1,746 -100.0% SOLD
16 DE —% -$1M -2,650 -100.0% SOLD
17 AGX —% -$296K -6,321 -100.0% SOLD
18 GXO —% -$291K -4,760 -100.0% SOLD
19 ANF —% -$277K -3,144 -100.0% SOLD
20 MLR —% -$297K -7,012 -100.0% SOLD
21 CNK —% -$221K -15,658 -100.0% SOLD
22 EQT —% -$1M -37,300 -100.0% SOLD
23 BBW —% -$274K -11,918 -100.0% SOLD
24 PEG —% -$226K -3,698 -100.0% SOLD
25 CPAY —% -$294K -1,042 -100.0% SOLD
26 URI —% -$296K -517 -100.0% SOLD
27 CIEN —% -$267K -5,929 -100.0% SOLD
28 CI —% -$290K -967 -100.0% SOLD
29 CVSA —% -$287K -4,865 -100.0% SOLD
30 MCK —% -$298K -643 -100.0% SOLD
31 MOH —% -$277K -767 -100.0% SOLD
32 INGR —% -$267K -2,464 -100.0% SOLD
33 OMC —% -$310K -3,585 -100.0% SOLD
34 LRN —% -$273K -4,596 -100.0% SOLD
35 HCA —% -$285K -1,054 -100.0% SOLD
36 MCS —% -$292K -20,044 -100.0% SOLD
37 NWN —% -$240K -6,157 -100.0% SOLD
38 AGCO —% -$278K -2,292 -100.0% SOLD
39 TPR —% -$321K -8,720 -100.0% SOLD
40 COF —% -$316K -2,410 -100.0% SOLD
41 UNM —% -$302K -6,672 -100.0% SOLD
42 HUM —% -$279K -609 -100.0% SOLD
43 UHS —% -$270K -1,771 -100.0% SOLD
44 SEM —% -$253K -10,760 -100.0% SOLD
45 PHM —% -$315K -3,054 -100.0% SOLD
46 RNST —% -$302K -8,957 -100.0% SOLD
47 TEX —% -$312K -5,430 -100.0% SOLD
48 PNW —% -$226K -3,144 -100.0% SOLD
49 L —% -$282K -4,059 -100.0% SOLD
50 OPY —% -$277K -6,694 -100.0% SOLD
51 ACIW —% -$296K -9,687 -100.0% SOLD
52 FULT —% -$294K -17,874 -100.0% SOLD
53 FFIV —% -$294K -1,640 -100.0% SOLD
54 EEFT —% -$315K -3,107 -100.0% SOLD
55 ENSG —% -$262K -2,337 -100.0% SOLD
56 BLMN —% -$315K -11,207 -100.0% SOLD
57 ACMR —% -$311K -15,933 -100.0% SOLD
58 ATNI —% -$328K -8,428 -100.0% SOLD
59 KE —% -$303K -11,261 -100.0% SOLD
60 ALGM —% -$292K -9,650 -100.0% SOLD
61 DAKT —% -$274K -32,326 -100.0% SOLD
62 DGII —% -$307K -11,813 -100.0% SOLD
63 PRDO —% -$256K -14,560 -100.0% SOLD
64 GOOGL —% -$2M -15,500 -100.0% SOLD
65 CIVB —% -$272K -14,744 -100.0% SOLD
66 MTCH —% -$328K -8,975 -100.0% SOLD
67 MCHP —% -$287K -3,185 -100.0% SOLD
68 META —% -$328K -926 -100.0% SOLD
69 ADUS —% -$275K -2,957 -100.0% SOLD
70 AKAM —% -$294K -2,487 -100.0% SOLD
71 PLUS —% -$329K -4,123 -100.0% SOLD
72 INDA —% -$5M -100,000 -100.0% SOLD
73 COKE —% -$275K -296 -100.0% SOLD
74 JKHY —% -$282K -1,727 -100.0% SOLD
75 OSIS —% -$296K -2,297 -100.0% SOLD
76 GEN —% -$277K -12,131 -100.0% SOLD
77 PSMT —% -$296K -3,900 -100.0% SOLD
78 VEU —% -$18M -314,739 -100.0% SOLD
79 UAL —% -$270K -6,537 -100.0% SOLD
80 CMCSA —% -$307K -7,006 -100.0% SOLD
81 COLL —% -$294K -9,546 -100.0% SOLD
82 CENT —% -$291K -5,812 -100.0% SOLD
83 UTHR —% -$280K -1,275 -100.0% SOLD
84 TRIP —% -$335K -15,576 -100.0% SOLD
85 SPY —% -$8M -15,946 -100.0% SOLD
86 AVGO —% -$291K -261 -100.0% SOLD
87 PLAB —% -$326K -10,402 -100.0% SOLD
88 CSCO —% -$254K -5,035 -100.0% SOLD
89 HCKT —% -$280K -12,302 -100.0% SOLD
90 TRMK —% -$286K -10,274 -100.0% SOLD
91 AVNW —% -$305K -9,346 -100.0% SOLD
92 MSFT —% -$3M -6,700 -100.0% SOLD
93 NSSC —% -$294K -8,596 -100.0% SOLD
94 PNTG —% -$265K -19,054 -100.0% SOLD
95 ONB —% -$291K -17,230 -100.0% SOLD
96 VLGEA —% -$277K -10,576 -100.0% SOLD
97 VWO —% -$3M -67,000 -100.0% SOLD
98 DOX —% -$284K -3,232 -100.0% SOLD
99 EPHE —% -$780K -30,000 -100.0% SOLD
100 PCAR —% -$295K -3,024 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 1 Puts $0 Put Value

Top Puts

SymbolSharesValueStatus
MSTR $0 SOLD

Sold Out Positions

SymbolValue% Port
AGCO —%
TDC —%
SE —%
PFGC —%
DHR —%
WEX —%
MGM —%
FNB —%
ADNT —%
CARS —%
RYN —%
STEL —%
TPR —%
ODC —%
IBM —%
View SEC EDGAR Filings for Watershed Asset Management, L.L.C. →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms