CASCADE INVESTMENT GROUP, INC. AM — ANTERO MIDSTREAM CORP

Ownership history in CASCADE INVESTMENT GROUP, INC.  ·  13 quarters on record

AI Ownership Summary

CASCADE INVESTMENT GROUP, INC. reported ANTERO MIDSTREAM CORP (AM) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.26% in 2025 Q1. The latest visible filing shows AM at 1.03% 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 AM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CASCADE INVESTMENT GROUP, INC.'s position in ANTERO MIDSTREAM CORP, 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

AM was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.26% in 2025 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.

AM stock page CASCADE INVESTMENT GROUP, INC. fund profile CASCADE INVESTMENT GROUP, INC. full holdings
How CASCADE INVESTMENT GROUP, INC. held AM — position size vs. price
% of Fund (quarterly)    AM 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 — — — 86,919 -1,400 -1.6% 1.03% $1.5M 2026-02-14 (Est.) $21.45
2025 Q3 REDUCED — — — 88,319 -2,433 -2.7% 1.14% $1.7M 2025-10-29 $17.32
2025 Q2 REDUCED — — — 90,752 -553 -0.6% 1.20% $1.7M 2025-07-24 $16.67
2025 Q1 REDUCED — — — 91,305 -500 -0.5% 1.26% $1.6M 2025-05-14 $17.89
2024 Q4 REDUCED — — — 91,805 -226 -0.2% 0.99% $1.4M 2025-01-16 $15.29
2024 Q3 REDUCED — — — 92,031 -1,575 -1.7% 1.02% $1.4M 2024-10-15 $14.13
2024 Q2 REDUCED — — — 93,606 -1,950 -2.0% 1.08% $1.4M 2024-07-16 $13.36
2024 Q1 REDUCED — — — 95,556 -2,065 -2.1% 1.01% $1.3M 2024-05-15 $13.33
2023 Q4 REDUCED — — — 97,621 -1,535 -1.5% 0.99% $1.2M 2024-01-16 $10.79
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AM

As of 2026 Q1 — sorted by position size

SHAH CAPITAL MANAGEMENT 3Y 7Y 2.56% Abacus FCF Advisors LLC 3Y 7Y 2.4% Columbus Macro, LLC 3Y 7Y 1.87% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 1.09% Guild Investment Management, Inc. 3Y 7Y 0.93% Birch Capital Management, LLC 3Y 0.71% MILLER HOWARD INVESTMENTS INC /NY 3Y 7Y 0.71% Boston Trust Walden Corp 3Y 7Y 0.64% Fractal Investments LLC 3Y 0.51% GILL CAPITAL PARTNERS, LLC 3Y 0.3%

FAQ About CASCADE INVESTMENT GROUP, INC. and AM

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

How long has CASCADE INVESTMENT GROUP, INC. reported owning AM?

CASCADE INVESTMENT GROUP, INC. reported AM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AM position in CASCADE INVESTMENT GROUP, INC.'s portfolio?

The largest reported portfolio weight for AM was 1.26% in 2025 Q1.

What is the latest reported AM position on this page?

The most recent filing on this page is 2025 Q4, when CASCADE INVESTMENT GROUP, INC. reported 86,919 shares, equal to 1.03% of portfolio, with an estimated market value of $1.5M.

What does the chart on this AM ownership page compare?

The chart compares CASCADE INVESTMENT GROUP, INC.'s quarterly AM 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 CASCADE INVESTMENT GROUP, INC. time their AM position?

Based on 13F filing dates vs. subsequent AM price moves, CASCADE INVESTMENT GROUP, INC. correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on AM relative to SPY over the holding period was +12.1%.

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