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Schusterman Interests, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$437M
-0.2%
Holdings
9
+3
New Purchases
3
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
33.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 20.91% 20.17% +0.74% $91M
KRMN 34.33% 33.83% +0.51% $150M
RSP 27.40% 27.09% +0.31% $120M
EFA 0.23% 0.00% +0.23% $1M
URTH 0.23% 0.00% +0.23% $999K
IWM 0.11% 0.00% +0.11% $485K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HTFL 12.94% 14.92% -1.98% $57M
PACK 3.74% 3.88% -0.14% $16M
BIL 0.11% 0.11% -0.00% $499K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $91M 20.9%
Large Cap 4 $122M 27.9%
Mid Cap 3 $208M 47.5%
Small Cap 1 $16M 3.7%

Portfolio Analytics

Avg Market Cap
$119.5B
Median Market Cap
$46.4B
Avg P/E
283.6
Median P/E
283.6
Avg Dividend Yield
—%
Avg Beta
1.20
# Stocks
3
# ETFs / Funds
6

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 KRMN 34.33% 2,050,196 $150M $73.17 $2M
2 RSP 27.40% 625,000 $120M $191.56 $1M
3 SPY 20.91% 133,977 $91M $681.92 $3M +1,460 +1.1%
4 HTFL 12.94% 1,939,201 $57M $29.15 -$9M
5 PACK 3.74% 3,018,616 $16M $5.41 -$634K
6 EFA 0.23% 10,460 $1M $96.03 +10,460 NEW
7 URTH 0.23% 5,375 $999K $185.77 +5,375 NEW
8 BIL 0.11% 5,460 $499K $91.38 -$2K
9 IWM 0.11% 1,970 $485K $246.16 +1,970 NEW

New Positions

SymbolValue% Port
EFA $1M 0.23%
URTH $999K 0.23%
IWM $485K 0.11%
View SEC EDGAR Filings for Schusterman Interests, LLC →

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