IRM — IRON MTN INC NEW

Ownership history in Caption Management, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Caption Management, LLC reported a position in IRON MTN INC NEW (IRM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.42% (2019 Q3)
Avg. % of fund
0.13%
First filed
2019 Q3
Last filed
2025 Q3
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,400 -43,600 -87.2% 0.01% $652K $100.07
2025 Q3 ADDED 50,000 +29,000 +138.1% 0.04% $5.1M $100.07
2024 Q3 REDUCED 21,000 -115,200 -84.6% 0.04% $2.5M $113.04
2024 Q2 REDUCED 136,200 -156,200 -53.4% 0.19% $12.2M $84.73
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IRM price (monthly, adj. close)

Other funds also holding IRM

As of 2025 Q4 — sorted by position size

Waterfront Capital Partners, LLC 3Y 7Y 7.69% Contour Asset Management LLC 3Y 7Y 5.48% Vert Asset Management LLC 3Y 3.89% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 3.81% B&I Capital AG 3Y 3.38% COHEN & STEERS, INC. 3Y 7Y 2.83% Marble Harbor Investment Counsel, LLC 3Y 7Y 2.78% Intrinsic Edge Capital Management LLC 3Y 7Y 2.65% AR ASSET MANAGEMENT INC 3Y 7Y 2.21% PGGM Investments 3Y 7Y 2.18%
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