Kingfisher Capital LLC BX 11 Blackstone Group L Pcom Unit R Common Stock BX

Ownership history in Kingfisher Capital LLC  ·  31 quarters on record

AI Ownership Summary

Kingfisher Capital LLC reported 11 Blackstone Group L Pcom Unit R Common Stock BX (BX) in 31 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.19% in 2023 Q4. The latest visible filing shows BX at 1.16% 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 BX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kingfisher Capital LLC's position in 11 Blackstone Group L Pcom Unit R Common Stock BX, 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
2024 Q3

BX was reported at 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2023 Q4

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 2024 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 Kingfisher Capital LLC held BX — position size vs. price
% of Fund (quarterly)    BX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 32,989 -1,268 -3.7% 1.16% $5.1M 2024-11-14 (Est.) $172.17
2024 Q2 REDUCED 34,257 -259 -0.8% 0.99% $4.2M 2024-08-14 $128.70
2024 Q1 REDUCED 34,516 -514 -1.5% 1.09% $4.5M 2024-05-15 $123.40
2023 Q4 REDUCED 5.0% +0.8% 35,030 -1,852 -5.0% 1.19% $4.6M 2024-02-14 $119.43
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kingfisher Capital LLC and BX

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

How long has Kingfisher Capital LLC reported owning BX?

Kingfisher Capital LLC reported BX across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported BX position in Kingfisher Capital LLC's portfolio?

The largest reported portfolio weight for BX was 1.19% in 2023 Q4.

What is the latest reported BX position on this page?

The most recent filing on this page is 2024 Q3, when Kingfisher Capital LLC reported 32,989 shares, equal to 1.16% of portfolio, with an estimated market value of $5.1M.

What does the chart on this BX ownership page compare?

The chart compares Kingfisher Capital LLC's quarterly BX 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 Kingfisher Capital LLC time their BX position?

Based on 13F filing dates vs. subsequent BX price moves, Kingfisher Capital LLC correctly timed 18 out of 30 reported position changes (60%). The annualised alpha on BX relative to SPY over the holding period was +10.1%.

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