KABOUTER MANAGEMENT, LLC

All Holdings — 2024 Q3

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
9
Quarter
2024 Q3
Top Holding
SCZ (85.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-9 of 9
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SCZ
ISHARES TR
ETF 85.49% 38.38% #1
Prev: #1
10.0 54,930 38.7%
P
S
196,862 $13,327,557 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
STE
STERIS PLC
Healthcare 7.21% 8.01% #2 2
Prev: #4
3.0 -3,805 -45.1%
P
S
4,635 $1,124,173 2021 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
NICE
NICE LTD
Technology 6.13% 7.41% #3 2
Prev: #5
2.6 -4,514 -45.1%
P
S
5,499 $955,011 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
LPG
DORIAN LPG LTD
Energy 1.17% 0.97% #4 2
Prev: #6
0.5 no change no change
P
S
5,300 $182,426 2021 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
EFA
ISHARES INC
ETF 0.00% 34.91%
Sold All 😨
(Was: #2)
0.3 -101,720 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
OTEX
OPEN TEXT CORP
Technology 0.00% 10.06%
Sold All 😨
(Was: #3)
0.3 -76,774 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SMIN
ISHARES TR
ETF 0.00% 0.20%
Sold All 😨
(Was: #7)
0.3 -576 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
EWZS
ISHARES TR
ETF 0.00% 0.03%
Sold All 😨
(Was: #8)
0.3 -563 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
ACWX
ISHARES INC
ETF 0.00% 0.03%
Sold All 😨
(Was: #9)
0.3 -109 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
Showing 1-9 of 9 holdings

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