Sierra Legacy Group CHKP — CHECK POINT SOFTWARE TECH LT

Ownership history in Sierra Legacy Group  ·  6 quarters on record

AI Ownership Summary

Sierra Legacy Group reported CHECK POINT SOFTWARE TECH LT (CHKP) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.69% in 2025 Q3. The latest visible filing shows CHKP at 1.24% 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 CHKP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sierra Legacy Group's position in CHECK POINT SOFTWARE TECH LT, 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
2026 Q1

CHKP was reported at 1.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.69% 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
2024 Q4 to 2026 Q1

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.

CHKP stock page Sierra Legacy Group fund profile Sierra Legacy Group full holdings
How Sierra Legacy Group held CHKP — position size vs. price
% of Fund (quarterly)    CHKP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 11,358 +341 +3.1% 1.24% $1.6M 2026-05-13 $115.17
2025 Q4 UNCHANGED — — — 11,017 — 0% 1.50% $2.0M 2026-01-20 $178.71
2025 Q3 ADDED — — — 11,017 +3,350 +43.7% 1.69% $2.3M 2025-10-29 $197.28
2025 Q2 REDUCED — — — 7,667 -15 -0.2% 1.32% $1.7M 2025-08-11 $180.73
2025 Q1 UNCHANGED — — — 7,682 — 0% 1.60% $1.8M 2025-04-17 $214.96
2024 Q4 INITIATED — — — 7,682 — — 1.32% $1.4M 2025-02-14 $222.09

🏢 Other funds also holding CHKP

As of 2026 Q1 — sorted by position size

WGI DM, LLC 18.0% Framtiden Holdings Management Co LLC 13.99% Rings Capital Management LLC 3Y 7Y 12.28% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 7.1% Martin Investment Management, LLC 3Y 7Y 4.9% MCRAE CAPITAL MANAGEMENT INC 3Y 7Y 3.36% Evergreen Private Wealth LLC 2.7% BRUNI J V & CO /CO 3Y 7Y 2.6% Private Harbour Investment Management & Counsel, LLC 3Y 7Y 2.52% SOUND SHORE MANAGEMENT INC /CT/ 3Y 7Y 2.48%

FAQ About Sierra Legacy Group and CHKP

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

How long has Sierra Legacy Group reported owning CHKP?

Sierra Legacy Group reported CHKP across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CHKP position in Sierra Legacy Group's portfolio?

The largest reported portfolio weight for CHKP was 1.69% in 2025 Q3.

What is the latest reported CHKP position on this page?

The most recent filing on this page is 2026 Q1, when Sierra Legacy Group reported 11,358 shares, equal to 1.24% of portfolio, with an estimated market value of $1.6M.

What does the chart on this CHKP ownership page compare?

The chart compares Sierra Legacy Group's quarterly CHKP 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 Sierra Legacy Group time their CHKP position?

Based on 13F filing dates vs. subsequent CHKP price moves, Sierra Legacy Group correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on CHKP relative to SPY over the holding period was -50.3%.

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