F/m Investments LLC XFIX β€” F/M OPPORTUNISTIC INC

Ownership history in F/m Investments LLC  Β·  7 quarters on record

AI Ownership Summary

F/m Investments LLC reported F/M OPPORTUNISTIC INC (XFIX) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.23% in 2025 Q4. The latest visible filing shows XFIX at 1.23% 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.

What this XFIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was F/m Investments LLC's position in F/M OPPORTUNISTIC INC, 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

XFIX was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 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.

XFIX stock page F/m Investments LLC fund profile F/m Investments LLC full holdings
How F/m Investments LLC held XFIX β€” position size vs. price
% of Fund (quarterly)    XFIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 620,294 +133,293 +27.4% 1.23% $32.2M 2026-02-14 (Est.) $51.63
2025 Q3 REDUCED 12.0% +1.1% ❌ 487,001 -66,372 -12.0% 0.98% $25.4M 2025-11-13 $51.01
2025 Q2 REDUCED 6.3% +2.0% ❌ 553,373 -37,218 -6.3% 1.04% $28.7M 2025-08-13 $50.13
2025 Q1 ADDED β€” β€” β€” 590,591 +12,418 +2.1% 1.22% $30.6M 2025-05-14 $48.61
2024 Q4 ADDED β€” β€” β€” 578,173 +521,173 +914.3% 1.10% $29.9M 2025-02-13 $48.72
2024 Q3 ADDED β€” β€” β€” 57,000 +3,800 +7.1% 0.10% $3.0M 2024-10-29 $48.29
2024 Q2 INITIATED β€” β€” β€” 53,200 β€” β€” 0.10% $2.7M 2024-07-29 $47.55

🏒 Other funds also holding XFIX

As of 2026 Q1 β€” sorted by position size

Crew Capital Management, Ltd 3Y 2.6%

FAQ About F/m Investments LLC and XFIX

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

How long has F/m Investments LLC reported owning XFIX?

F/m Investments LLC reported XFIX across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported XFIX position in F/m Investments LLC's portfolio?

The largest reported portfolio weight for XFIX was 1.23% in 2025 Q4.

What is the latest reported XFIX position on this page?

The most recent filing on this page is 2025 Q4, when F/m Investments LLC reported 620,294 shares, equal to 1.23% of portfolio, with an estimated market value of $32.2M.

What does the chart on this XFIX ownership page compare?

The chart compares F/m Investments LLC's quarterly XFIX 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 F/m Investments LLC time their XFIX position?

Based on 13F filing dates vs. subsequent XFIX price moves, F/m Investments LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on XFIX relative to SPY over the holding period was -11.3%.

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