Naples Money Management LLC SFL β€” SFL CORPORATION LTD SHS

Ownership history in Naples Money Management LLC  Β·  3 quarters on record

AI Ownership Summary

Naples Money Management LLC reported SFL CORPORATION LTD SHS (SFL) in 3 quarterly 13F filings from 2023 Q4 through 2024 Q2. Peak portfolio weight reached 0.2% in 2024 Q1. The latest visible filing shows SFL at 0.18% 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 SFL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Naples Money Management LLC's position in SFL CORPORATION LTD SHS, 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 Q2

SFL was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% 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 2024 Q2

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 Naples Money Management LLC held SFL β€” position size vs. price
% of Fund (quarterly)    SFL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 UNCHANGED β€” β€” β€” 14,889 β€” 0% 0.18% $206K 2024-07-09 $11.39
2024 Q1 UNCHANGED β€” β€” β€” 14,889 β€” 0% 0.20% $196K 2024-04-30 $11.44
2023 Q4 INITIATED β€” β€” β€” 14,889 β€” β€” 0.16% $168K 2024-01-31 $10.24

FAQ About Naples Money Management LLC and SFL

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

How long has Naples Money Management LLC reported owning SFL?

Naples Money Management LLC reported SFL across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported SFL position in Naples Money Management LLC's portfolio?

The largest reported portfolio weight for SFL was 0.20% in 2024 Q1.

What is the latest reported SFL position on this page?

The most recent filing on this page is 2024 Q2, when Naples Money Management LLC reported 14,889 shares, equal to 0.18% of portfolio, with an estimated market value of $206K.

What does the chart on this SFL ownership page compare?

The chart compares Naples Money Management LLC's quarterly SFL 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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