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QVIDTVM Management LLC

Q3 2025 · Filed 2025-11-06
Market Value
$93M
-6.9%
Holdings
8
New Purchases
0
Added To
5
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BIO 38.17% 30.47% +7.69% $35M
BRCC 5.61% 4.33% +1.28% $5M
SOLV 39.02% 39.00% +0.03% $36M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RTO 0.18% 5.33% -5.15% $169K
ZGN 1.18% 3.69% -2.51% $1M
SIRO 6.76% 7.38% -0.61% $6M
COTY 7.00% 7.47% -0.47% $7M
WAB 2.07% 2.33% -0.26% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $45M 48.0%
Mid Cap 2 $37M 39.3%
Small Cap 2 $12M 12.6%

Portfolio Analytics

Avg Market Cap
$13.5B
Median Market Cap
$10.5B
Avg P/E
32.1
Median P/E
36.0
Avg Dividend Yield
0.01%
Avg Beta
0.91
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SOLV 39.02% 496,687 $36M $73.00 -$3M -16,702 -3.2%
2 BIO 38.17% 126,480 $35M $280.39 $5M +400 +0.3%
3 COTY 7.00% 1,610,853 $7M $4.04 -$955K +5,833 +0.4%
4 SIRO 6.76% 495,166 $6M $12.69 -$1M +31,300 +6.8%
5 BRCC 5.61% 3,340,681 $5M $1.56 $886K +39,000 +1.2%
6 WAB 2.07% 9,604 $2M $200.47 -$399K -1,500 -13.5%
7 ZGN 1.18% 1,400 $1M $783.24 -$3M -429,695 -99.7%
8 RTO 0.18% 1,704,486 $169K $0.10 -$5M +1,482,865 +669.1%
View SEC EDGAR Filings for QVIDTVM Management LLC →

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