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Eidelman Virant Capital

Q3 2022 · Filed 2022-10-25
Market Value
$129M
-1.9%
Holdings
178
-17
New Purchases
9
Added To
26
Closed
14
Reduced
32
Top 10 Concentration
31.9%
Turnover
12.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LXU 6.06% 3.24% +2.82% $8M
CMP 2.47% 1.63% +0.84% $3M
ARCH 1.66% 0.82% +0.84% $2M
OXY 0.72% 0.00% +0.72% $924K
HAL 0.56% 0.00% +0.56% $716K
BWFG 0.46% 0.00% +0.46% $589K
CHDN 1.96% 1.65% +0.32% $3M
TDS 1.74% 1.45% +0.29% $2M
SKYW 0.29% 0.00% +0.29% $369K
ZION 0.28% 0.00% +0.28% $360K
OEC 0.21% 0.00% +0.21% $271K
PEBO 0.20% 0.00% +0.20% $262K
SAL 1.50% 1.35% +0.15% $2M
BWB 0.60% 0.46% +0.14% $776K
FSBW 0.47% 0.33% +0.14% $605K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MU 1.30% 2.20% -0.90% $2M
TPL 0.41% 1.02% -0.61% $533K
PPTA 1.46% 1.95% -0.49% $2M
HHS 0.62% 1.10% -0.47% $805K
BTU 0.29% 0.69% -0.40% $371K
GOOG 2.88% 3.23% -0.35% $4M
META 0.51% 0.85% -0.34% $655K
ACTG 0.36% 0.60% -0.24% $458K
LSXMA 0.89% 1.12% -0.23% $1M
RDI 3.24% 3.45% -0.21% $4M
FANG 0.00% 0.21% -0.21% $0
CHTR 0.39% 0.60% -0.20% $508K
CLF 0.00% 0.20% -0.20% $0
BDC 0.57% 0.77% -0.20% $729K
CCI 0.96% 1.16% -0.20% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 19 $28M 21.6%
Large Cap 48 $38M 29.1%
Mid Cap 31 $21M 16.5%
Small Cap 42 $24M 18.9%
Micro Cap 38 $18M 13.9%

Portfolio Analytics

Avg Market Cap
$209.1B
Median Market Cap
$3.1B
Avg P/E
30.1
Median P/E
16.7
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
158
# ETFs / Funds
20

Top Holdings (178 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LXU 6.06% 543,290 $8M $14.37 $4M +194,000 +55.5%
2 AAPL 4.92% 45,121 $6M $140.56 -$292K
3 AMZN 3.78% 42,380 $5M $115.03 $58K
4 RDI 3.24% 1,263,010 $4M $3.31 -$357K +105,498 +9.1%
5 GOOG 2.88% 38,060 $4M $97.53 -$528K -500 -1.3%
6 CMP 2.47% 82,365 $3M $38.68 $1M +15,000 +22.3%
7 BMY 2.30% 41,275 $3M $71.91 -$75K
8 BOTJ 2.30% 231,980 $3M $12.75 $89K +2,500 +1.1%
9 FWONA 1.99% 66,988 $3M $38.28 $106K
10 CHDN 1.96% 13,520 $3M $186.91 $365K +3,000 +28.5%
11 MSFT 1.80% 9,834 $2M $236.02 -$178K
12 DHR 1.75% 8,625 $2M $261.45 $125K
13 SCHD 1.74% 33,357 $2M $67.03 -$139K
14 TDS 1.74% 159,000 $2M $14.06 $336K +35,000 +28.2%
15 DIS 1.73% 23,265 $2M $96.07 $13K
16 ARCH 1.66% 18,000 $2M $118.72 $1M +10,500 +140.0%
17 SAL 1.50% 78,508 $2M $24.70 $162K +2,000 +2.6%
18 PPTA 1.46% 956,100 $2M $1.96 -$679K +46,000 +5.0%
19 CVS 1.38% 18,425 $2M $96.66 $44K
20 MU 1.30% 32,718 $2M $51.04 -$1M -15,000 -31.4%
21 CFBK 1.26% 77,000 $2M $21.00 $100K +3,000 +4.0%
22 F-PD 1.19% 135,575 $2M $11.33 -$101K -1,375 -1.0%
23 WMG 1.17% 63,350 $2M $23.71 -$165K
24 KEX 1.12% 23,420 $1M $61.49 -$28K -1,500 -6.0%
25 CZWI 1.11% 115,500 $1M $12.40 -$24K
26 DISH 1.03% 95,090 $1M $14.00 $5K +20,235 +27.0%
27 HON 1.01% 7,725 $1M $168.93 -$16K
28 CSCO 1.00% 32,000 $1M $40.44 -$68K
29 BKNG 0.96% 744 $1M $1,670.70 -$51K
30 CCI 0.96% 8,495 $1M $145.50 -$285K -450 -5.0%
31 SIVB 0.92% 3,505 $1M $339.51 -$260K
32 LSXMA 0.89% 30,256 $1M $37.98 -$325K -10,000 -24.8%
33 SCHX 0.85% 25,450 $1M $42.79 -$64K -50 -0.2%
34 MS 0.83% 13,400 $1M $79.93 $14K
35 HBAN 0.79% 76,500 $1M $13.31 $55K
36 ABBV 0.77% 7,325 $998K $136.25 -$95K
37 ALLY 0.74% 33,550 $949K $28.29 -$213K
38 URBN 0.73% 47,300 $945K $19.98 -$64K -4,000 -7.8%
39 OXY 0.72% 15,000 $924K $61.60 +15,000 NEW
40 VBR 0.71% 6,298 $912K $144.81 -$38K +31 +0.5%
41 GT 0.70% 88,000 $899K $10.22 -$57K
42 WMT 0.67% 6,545 $857K $130.94 $15K
43 AGM 0.63% 8,151 $817K $100.23 $21K
44 HHS 0.62% 70,500 $805K $11.42 -$638K -55,000 -43.8%
45 VOT 0.61% 4,574 $788K $172.28 -$25K +10 +0.2%
46 BWB 0.60% 46,500 $776K $16.69 $172K +10,000 +27.4%
47 T 0.60% 50,080 $772K $15.42 -$215K +2,000 +4.2%
48 DPZ 0.59% 2,400 $757K $315.42 -$236K -50 -2.0%
49 VZ 0.58% 19,720 $752K $38.13 -$237K
50 BDC 0.57% 12,000 $729K $60.75 -$276K -5,000 -29.4%
51 INSE 0.56% 80,000 $720K $9.00 $32K -2,000 -2.4%
52 HAL 0.56% 29,050 $716K $24.65 +29,050 NEW
53 HIBB 0.55% 14,000 $704K $50.29 $99K
54 FDP 0.52% 28,550 $672K $23.54 -$180K
55 TSQ 0.51% 88,000 $657K $7.47 -$53K
56 META 0.51% 4,765 $655K $137.46 -$464K -1,925 -28.8%
57 NVDA 0.51% 5,308 $653K $123.02 -$202K
58 UNH 0.50% 1,275 $649K $509.02 -$13K
59 HBNC 0.50% 35,200 $642K $18.24 $49K +1,000 +2.9%
60 SPOT 0.49% 7,215 $631K $87.46 -$150K -350 -4.6%
61 HUN 0.48% 25,000 $618K $24.72 -$224K -4,000 -13.8%
62 VBK 0.48% 3,106 $614K $197.68 -$12K +4 +0.1%
63 FSBW 0.47% 22,237 $605K $27.21 $170K +6,817 +44.2%
64 EFSC 0.47% 13,536 $601K $44.40 $37K
65 BWFG 0.46% 20,000 $589K $29.45 +20,000 NEW
66 UMPQ 0.45% 33,200 $578K $17.41 $10K
67 AHRT 0.44% 55,000 $573K $10.42 -$141K
68 CXW 0.44% 63,600 $567K $8.92 -$142K -1,000 -1.6%
69 CP 0.42% 8,014 $542K $67.63 -$35K -60 -0.7%
70 TPL 0.41% 300 $533K $1,776.67 -$805K -500 -62.5%
71 CHTR 0.39% 1,650 $508K $307.88 -$274K
72 GOOGL 0.39% 5,240 $507K $96.76 -$65K
73 QCRH 0.38% 9,668 $495K $51.20 -$23K
74 DIVO 0.38% 15,250 $492K $32.26 -$23K
75 USCB 0.37% 36,437 $481K $13.20 $69K
76 OLN 0.37% 11,000 $474K $43.09 -$187K -3,000 -21.4%
77 LLY 0.36% 1,425 $464K $325.61 -$74K -250 -14.9%
78 ACTG 0.36% 113,000 $458K $4.05 -$329K -50,000 -30.7%
79 KEY 0.35% 28,000 $453K $16.18 $19K +3,500 +14.3%
80 ASAN 0.34% 19,300 $443K $22.95 $104K
81 IJJ 0.34% 4,780 $434K $90.79 -$22K
82 VOE 0.32% 3,369 $413K $122.59 -$25K +5 +0.1%
83 MBWM 0.31% 13,575 $405K $29.83 -$30K
84 FITB 0.31% 12,150 $393K $32.35 $16K +1,000 +9.0%
85 TEVA 0.29% 46,718 $380K $8.13 $51K
86 RWT 0.29% 21,500 $374K $17.40 -$21K
87 BTU 0.29% 15,000 $371K $24.73 -$538K -27,500 -64.7%
88 SKYW 0.29% 22,500 $369K $16.40 +22,500 NEW
89 CBRL 0.28% 3,870 $364K $94.06 -$45K -700 -15.3%
90 EFA 0.28% 6,477 $363K $56.04 -$36K
91 ZION 0.28% 7,000 $360K $51.43 +7,000 NEW
92 FBIZ 0.27% 10,500 $344K $32.76 $18K
93 CIVB 0.27% 16,400 $343K $20.91 -$37K -1,500 -8.4%
94 NBN 0.27% 9,090 $342K $37.62 $2K
95 SBUX 0.26% 3,985 $340K $85.32 $20K
96 WM 0.26% 2,100 $339K $161.43 $26K
97 BANR 0.26% 5,500 $329K $59.82 $14K
98 XLF 0.25% 10,650 $326K $30.61 -$11K -10 -0.1%
99 IWD 0.25% 2,378 $326K $137.09 -$19K
100 TSLA 0.25% 1,200 $322K $268.33 $33K +800 +200.0%

New Positions

SymbolValue% Port
OXY $924K 0.72%
HAL $716K 0.56%
BWFG $589K 0.46%
SKYW $369K 0.29%
ZION $360K 0.28%
OEC $271K 0.21%
PEBO $262K 0.20%
VTSI $81K 0.06%
NCPL $19K 0.01%

Sold Out Positions

SymbolValue% Port
AIR —%
ZTS —%
CRM —%
CLF —%
FANG —%
HWBK —%
PLBY —%
TRIN —%
SOXX —%
SFIX —%
WHLRD —%
BSGM —%
FGF —%
TUEM —%
View SEC EDGAR Filings for Eidelman Virant Capital →

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