Ativo Capital Management LLC TM — TOYOTA MOTOR CORP COM

Ownership history in Ativo Capital Management LLC  ·  50 quarters on record

AI Ownership Summary

Ativo Capital Management LLC reported TOYOTA MOTOR CORP COM (TM) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.69% in 2024 Q1. The latest visible filing shows TM at 1.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ativo Capital Management LLC's position in TOYOTA MOTOR CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TM was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.69% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TM stock page Ativo Capital Management LLC fund profile Ativo Capital Management LLC full holdings
How Ativo Capital Management LLC held TM — position size vs. price
% of Fund (quarterly)    TM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6.0% -3.7% ✅ 5,755 -370 -6.0% 1.08% $1.2M 2026-02-02 $231.58
2025 Q3 REDUCED — — — 6,125 -181 -2.9% 0.99% $1.2M 2025-11-04 $203.89
2025 Q2 REDUCED — — — 6,306 -197 -3.0% 0.97% $1.1M 2025-07-28 $187.18
2025 Q1 REDUCED — — — 6,503 -100 -1.5% 0.98% $1.1M 2025-04-28 $193.13
2024 Q4 REDUCED — — — 6,603 -100 -1.5% 1.28% $1.3M 2025-02-03 $180.10
2024 Q3 REDUCED — — — 6,703 -11 -0.2% 1.05% $1.2M 2024-11-12 $171.61
2024 Q2 ADDED — — — 6,714 +1 +0.0% 1.42% $1.4M 2024-08-05 $162.75
2024 Q1 ADDED — — — 6,713 +503 +8.1% 1.69% $1.7M 2024-05-08 $224.07
2023 Q4 REDUCED 29.2% +33.6% ❌ 6,210 -2,555 -29.2% 1.22% $1.1M 2024-01-23 $192.51
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TM

As of 2026 Q1 — sorted by position size

Martin Investment Management, LLC 3Y 7Y 6.29% SRB CORP 3Y 7Y 3.69% Altrius Capital Management Inc 3Y 1.91% apricus wealth, LLC 3Y 1.74% Stamos Capital Partners, L.P. 3Y 7Y 1.69% Vantage Investment Partners, LLC 3Y 7Y 1.22% Collaborative Fund Advisors, LLC 1.21% Robinson Value Management, Ltd. 3Y 7Y 1.2% Gold Investment Management Ltd. 1.15% Hudson Portfolio Management LLC 3Y 0.94%

FAQ About Ativo Capital Management LLC and TM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ativo Capital Management LLC reported owning TM?

Ativo Capital Management LLC reported TM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TM position in Ativo Capital Management LLC's portfolio?

The largest reported portfolio weight for TM was 1.69% in 2024 Q1.

What is the latest reported TM position on this page?

The most recent filing on this page is 2025 Q4, when Ativo Capital Management LLC reported 5,755 shares, equal to 1.08% of portfolio, with an estimated market value of $1.2M.

What does the chart on this TM ownership page compare?

The chart compares Ativo Capital Management LLC's quarterly TM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ativo Capital Management LLC time their TM position?

Based on 13F filing dates vs. subsequent TM price moves, Ativo Capital Management LLC correctly timed 28 out of 47 reported position changes (60%). The annualised alpha on TM relative to SPY over the holding period was -6.3%.

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