Buckley Capital Advisors, LLC

Fundamental concentrated ★Highest signal CIK 2111611
League rank
#13
in Fundamental concentrated · #14 overall
Long book
$118.1M
Q1 2026
Positions
14
Top-10 weight
91%
concentration
Last quarter
+68.3%
SPY +14.8%
Turnover
31%
of book per quarter

Strategy in plain words

auto-generated from filings

Buckley Capital Advisors, LLC is a concentrated fundamental stock-picker, running a $118.1M US long book across 14 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: LIQUIDIA CORP, ACADIA HEALTHCARE CO INC, SUPER GROUP SGHC LTD, DAVE INC, PRIORITY TECHNOLOGY HOLDINGS.

We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
-8.2%
Q1 2026
+68.3%

Sector allocation

Healthcare
42%
Services media
29%
Financials
18%
Consumer discretionary
6%
Other
5%

Long book by quarter

$115.0M
Q4 2025
$118.1M
Q1 2026

What does Buckley Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
LQDA LIQUIDIA CORPHealthcare624.8K$23.6M20.0%-3.8%
ACHC ACADIA HEALTHCARE CO INCHealthcare665.1K$15.6M13.2%New
SGHC SUPER GROUP SGHC LTDServices media1.3M$14.0M11.8%+35.2%
DAVE DAVE INCFinancials76.7K$13.4M11.3%+22.6%
PRTH PRIORITY TECHNOLOGY HOLDINGSServices media2.1M$10.1M8.5%+19.4%
ROOT ROOT INC/OH -CLASS AFinancials174.6K$7.7M6.5%+58.4%
WLFC WILLIS LEASE FINANCE CORPConsumer discretionary39.2K$6.7M5.7%-54.6%
SLNOEUR SOLENO THERAPEUTICS INC181.8K$6.1M5.2%+21.9%
ESTA ESTABLISHMENT LABS HOLDINGSHealthcare94.0K$5.3M4.5%Held
HGV HILTON GRAND VACATIONS INCServices media126.8K$5.0M4.2%+2.1%
MLYS MINERALYS THERAPEUTICS INCHealthcare173.1K$4.7M4.0%-0.7%
SEZL SEZZLE INCServices media62.4K$3.9M3.3%New
FLYW FLYWIRE CORP-VOTINGServices media117.2K$1.4M1.2%New
BVS BIOVENTUS INC - AHealthcare81.8K$747K0.6%-79.8%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202615$139.2M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202615$142.1M canonicalSEC ↗