C V STARR & CO INC
Long book
$191.8M
Q1 2026
Positions
5
Top-10 weight
100%
concentration
Last quarter
-1.6%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsC V STARR & CO INC is a wealth-management firm allocating client money, specialised in financials (99% of the long book), running a $191.8M US long book across 5 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SPDR GOLD SHARES, ISHARES CORE MSCI DEV MKTS, VANGUARD S&P MID-CAP 400 ETF, ISHARES CORE S&P SMALL-CAP E, CELULARITY INC-A.
Over the last 6 quarters its long book ran on average 1.8pp per quarter ahead of the S&P 500, beating the index in 4 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
+6.0%
Q1 2025
+7.5%
Q2 2025
+12.6%
Q3 2025
+7.9%
Q4 2025
+5.9%
Q1 2026
-1.6%
Sector allocation
Healthcare 100%
Long book by quarter
What does C V own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| CELU CELULARITY INC-A | Healthcare | 764.1K | $1.0M | 0.5% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 5 | $191.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 9, 2026 | 5 | $182.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 5 | $216.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 5 | $192.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 5 | $129.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 6 | $128.1M | canonical | SEC ↗ |