Samalin Investment Counsel, LLC APA β€” APA CORPORATION

Ownership history in Samalin Investment Counsel, LLC  Β·  4 quarters on record

AI Ownership Summary

Samalin Investment Counsel, LLC reported APA CORPORATION (APA) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.14% in 2025 Q1. The latest visible filing shows APA at 0.11% 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 APA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Samalin Investment Counsel, LLC's position in APA CORPORATION, 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 Q3

APA was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2025 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 Samalin Investment Counsel, LLC held APA β€” position size vs. price
% of Fund (quarterly)    APA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 13,244 +1,236 +10.3% 0.11% $322K 2025-10-30 $22.04
2025 Q2 REDUCED 25.4% +34.9% ❌ 12,008 -4,094 -25.4% 0.08% $220K 2025-08-07 $18.94
2025 Q1 ADDED β€” β€” β€” 16,102 +2,801 +21.1% 0.14% $338K 2025-05-14 $17.44
2024 Q4 INITIATED β€” β€” β€” 13,301 β€” β€” 0.13% $307K 2025-02-11 $22.02

FAQ About Samalin Investment Counsel, LLC and APA

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

How long has Samalin Investment Counsel, LLC reported owning APA?

Samalin Investment Counsel, LLC reported APA across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported APA position in Samalin Investment Counsel, LLC's portfolio?

The largest reported portfolio weight for APA was 0.14% in 2025 Q1.

What is the latest reported APA position on this page?

The most recent filing on this page is 2025 Q3, when Samalin Investment Counsel, LLC reported 13,244 shares, equal to 0.11% of portfolio, with an estimated market value of $322K.

What does the chart on this APA ownership page compare?

The chart compares Samalin Investment Counsel, LLC's quarterly APA 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 Samalin Investment Counsel, LLC time their APA position?

Based on 13F filing dates vs. subsequent APA price moves, Samalin Investment Counsel, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on APA relative to SPY over the holding period was -15.9%.

← Back to Samalin Investment Counsel, LLC Holdings