Valeo Financial Advisors, LLC ZIM β€” ZIM INTEGRATED SHIPPING SERV SHS

Ownership history in Valeo Financial Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Valeo Financial Advisors, LLC reported ZIM INTEGRATED SHIPPING SERV SHS (ZIM) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows ZIM at 0.00% 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 ZIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Valeo Financial Advisors, LLC's position in ZIM INTEGRATED SHIPPING SERV 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
2025 Q3

ZIM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 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.

ZIM stock page Valeo Financial Advisors, LLC fund profile Valeo Financial Advisors, LLC full holdings
How Valeo Financial Advisors, LLC held ZIM β€” position size vs. price
% of Fund (quarterly)    ZIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 12,840 β€” 0% 0.00% $174K 2025-11-03 $14.82
2025 Q2 REDUCED 16.3% -15.4% βœ… 12,840 -2,500 -16.3% 0.00% $207K 2025-07-22 $15.19
2025 Q1 ADDED β€” β€” β€” 15,340 +340 +2.3% 0.01% $224K 2025-04-30 $14.22
2024 Q4 UNCHANGED β€” β€” β€” 15,000 β€” 0% 0.01% $322K 2025-01-30 $13.77
2024 Q3 INITIATED β€” β€” β€” 15,000 β€” β€” 0.01% $385K 2024-10-10 $11.83

🏒 Other funds also holding ZIM

As of 2026 Q1 β€” sorted by position size

Yelin Lapidot Holdings Management Ltd. 17.94% ALPINE ASSOCIATES MANAGEMENT INC. 3Y 7Y 1.84% VISION FINANCIAL MARKETS LLC 0.73% Connecticut Capital Management Group, LLC 0.24% FNY Investment Advisers, LLC 3Y 7Y 0.19% MBE Wealth Management, LLC 3Y 0.18% Bright Futures Wealth Management, LLC. 0.17% DLK Investment Management, LLC 0.11% Bayforest Capital Ltd 0.11% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.1%

FAQ About Valeo Financial Advisors, LLC and ZIM

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

How long has Valeo Financial Advisors, LLC reported owning ZIM?

Valeo Financial Advisors, LLC reported ZIM across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported ZIM position in Valeo Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for ZIM was 0.01% in 2024 Q3.

What is the latest reported ZIM position on this page?

The most recent filing on this page is 2025 Q3, when Valeo Financial Advisors, LLC reported 12,840 shares, equal to 0.00% of portfolio, with an estimated market value of $174K.

What does the chart on this ZIM ownership page compare?

The chart compares Valeo Financial Advisors, LLC's quarterly ZIM 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 Valeo Financial Advisors, LLC time their ZIM position?

Based on 13F filing dates vs. subsequent ZIM price moves, Valeo Financial Advisors, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on ZIM relative to SPY over the holding period was +4.1%.

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