KIM, LLC SPMC β€” SOUND POINT MERIDIAN CAP INC

Ownership history in KIM, LLC  Β·  2 quarters on record

AI Ownership Summary

KIM, LLC reported SOUND POINT MERIDIAN CAP INC (SPMC) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 16.34% in 2025 Q3. The latest visible filing shows SPMC at 12.01% 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.

What this SPMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KIM, LLC's position in SOUND POINT MERIDIAN CAP 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

SPMC was reported at 12.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.34% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 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.

How KIM, LLC held SPMC β€” position size vs. price
% of Fund (quarterly)    SPMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 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€” 10,790,928 +6,736 +0.1% 12.01% $148.4M 2026-02-14 (Est.) $10.50
2025 Q3 INITIATED β€” β€” β€” 10,784,192 β€” β€” 16.34% $187.11B 2025-11-12 $14.80

🏒 Other funds also holding SPMC

As of 2026 Q1 β€” sorted by position size

OPPENHEIMER & CO INC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About KIM, LLC and SPMC

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

How long has KIM, LLC reported owning SPMC?

KIM, LLC reported SPMC across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported SPMC position in KIM, LLC's portfolio?

The largest reported portfolio weight for SPMC was 16.34% in 2025 Q3.

What is the latest reported SPMC position on this page?

The most recent filing on this page is 2025 Q4, when KIM, LLC reported 10,790,928 shares, equal to 12.01% of portfolio, with an estimated market value of $148.4M.

What does the chart on this SPMC ownership page compare?

The chart compares KIM, LLC's quarterly SPMC 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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