Stoic Point Capital Management LLC HVII β€” HENNESSY CAP INVT CORP VII

Ownership history in Stoic Point Capital Management LLC  Β·  1 quarter on record

AI Ownership Summary

Stoic Point Capital Management LLC reported HENNESSY CAP INVT CORP VII (HVII) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.42% in 2026 Q2. The latest visible filing shows HVII at 0.42% 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 HVII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stoic Point Capital Management LLC's position in HENNESSY CAP INVT CORP VII, 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 Q2

HVII was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 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 Stoic Point Capital Management LLC held HVII β€” position size vs. price
% of Fund (quarterly)    HVII price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 50,000 β€” β€” 0.42% $504K 2026-08-14 $10.52

FAQ About Stoic Point Capital Management LLC and HVII

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

How long has Stoic Point Capital Management LLC reported owning HVII?

Stoic Point Capital Management LLC reported HVII across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported HVII position in Stoic Point Capital Management LLC's portfolio?

The largest reported portfolio weight for HVII was 0.42% in 2026 Q2.

What is the latest reported HVII position on this page?

The most recent filing on this page is 2026 Q2, when Stoic Point Capital Management LLC reported 50,000 shares, equal to 0.42% of portfolio, with an estimated market value of $504K.

What does the chart on this HVII ownership page compare?

The chart compares Stoic Point Capital Management LLC's quarterly HVII 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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