LACAX β€” Columbia Acorn Tr Fund Cl A

Ownership history in CHICKASAW CAPITAL MANAGEMENT LLC  Β·  10 quarters on record

AI Ownership Summary

CHICKASAW CAPITAL MANAGEMENT LLC reported Columbia Acorn Tr Fund Cl A (LACAX) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows LACAX at 0.01% 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 LACAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CHICKASAW CAPITAL MANAGEMENT LLC's position in Columbia Acorn Tr Fund Cl A, 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 Q3

LACAX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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 Q3

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.

How CHICKASAW CAPITAL MANAGEMENT LLC held LACAX β€” position size vs. price
% of Fund (quarterly)    LACAX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 27,155 β€” 0% 0.01% $240K 2025-10-07 $8.87
2025 Q2 UNCHANGED 27,155 β€” 0% 0.01% $223K 2025-07-10 $8.30
2025 Q1 UNCHANGED 27,155 β€” 0% 0.01% $200K 2025-04-09 $7.16
2024 Q4 UNCHANGED 27,155 β€” 0% 0.01% $232K 2025-01-07 $8.66
2024 Q3 UNCHANGED 27,155 β€” 0% 0.01% $228K 2024-10-10 $8.43
2024 Q2 UNCHANGED 27,155 β€” 0% 0.01% $209K 2024-07-08 $7.74
2024 Q1 UNCHANGED 27,155 β€” 0% 0.01% $223K 2024-04-05 $8.06
2023 Q4 UNCHANGED 27,155 β€” 0% 0.01% $203K 2024-01-12 $7.29
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CHICKASAW CAPITAL MANAGEMENT LLC and LACAX

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

How long has CHICKASAW CAPITAL MANAGEMENT LLC reported owning LACAX?

CHICKASAW CAPITAL MANAGEMENT LLC reported LACAX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported LACAX position in CHICKASAW CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for LACAX was 0.01% in 2024 Q1.

What is the latest reported LACAX position on this page?

The most recent filing on this page is 2025 Q3, when CHICKASAW CAPITAL MANAGEMENT LLC reported 27,155 shares, equal to 0.01% of portfolio, with an estimated market value of $240K.

What does the chart on this LACAX ownership page compare?

The chart compares CHICKASAW CAPITAL MANAGEMENT LLC's quarterly LACAX 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.

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