COLRAIN CAPITAL LLC

Fundamental concentrated ★Highest signal CIK 1216093
League rank
#787
in Fundamental concentrated · #6527 overall
Long book
$258.7M
Q1 2026
Positions
26
Top-10 weight
67%
concentration
Last quarter
+7.7%
SPY +14.8%
Turnover
22%
of book per quarter

Strategy in plain words

auto-generated from filings

COLRAIN CAPITAL LLC is a concentrated fundamental stock-picker, running a $258.7M US long book across 26 positions.

The portfolio is concentrated: the top 10 names carry 67% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: VICOR CORP, CHEVRON CORP, NEWMONT CORP, ANTERO RESOURCES CORP, VISTRA CORP.

Over the last 6 quarters its long book ran on average 4.5pp per quarter ahead of the S&P 500, beating the index in 4 of 6 quarters. 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 2024
+4.7%
Q1 2025
+9.6%
Q2 2025
+8.5%
Q3 2025
+10.9%
Q4 2025
+13.5%
Q1 2026
+7.7%

Sector allocation

Technology
21%
Energy
21%
Healthcare
15%
Other
10%
Materials
8%
Utilities
6%
Financials
6%
Services media
4%

Long book by quarter

$102.0M
Q4 2024
$117.0M
Q1 2025
$129.6M
Q2 2025
$175.6M
Q3 2025
$181.9M
Q4 2025
$258.7M
Q1 2026

What does COLRAIN CAPITAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
VICR VICOR CORPTechnology201.6K$32.5M12.5%-10.9%
CVX CHEVRON CORPEnergy116.4K$24.1M9.3%+19.8%
NEM NEWMONT CORPMaterials188.8K$20.4M7.9%-9.3%
AR ANTERO RESOURCES CORPEnergy405.0K$17.2M6.6%+39.5%
VST VISTRA CORPUtilities108.8K$16.4M6.3%+45.3%
CI THE CIGNA GROUPFinancials47.8K$12.8M4.9%+39.8%
MOS MOSAIC CO/THEOther500.1K$12.8M4.9%+90.4%
NTR NUTRIEN LTDOther167.1K$12.7M4.9%+16.2%
GOOGL ALPHABET INC-CL ATechnology42.9K$12.3M4.8%+20.8%
BMY BRISTOL-MYERS SQUIBB COHealthcare202.4K$12.3M4.7%+33.5%
SLB SLB LTDEnergy226.7K$11.7M4.5%+35.3%
FISV FISERV INCServices media191.9K$10.7M4.1%+168.9%
CVS CVS HEALTH CORPHealthcare149.0K$10.7M4.1%+21.6%
CMCSA COMCAST CORP-CLASS ACommunications330.6K$9.5M3.7%+44.4%
MDT MEDTRONIC PLCHealthcare105.0K$9.2M3.5%+92.7%
QCOM QUALCOMM INCTechnology67.1K$8.6M3.3%+113.0%
BG BUNGE GLOBAL SAConsumer staples58.9K$7.5M2.9%+4.5%
ABBV ABBVIE INCHealthcare25.0K$5.4M2.1%+16.5%
APTV APTIV PLCIndustrials43.3K$3.0M1.2%New
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials4.7K$2.2M0.9%+12.5%
HON HONEYWELL INTERNATIONAL INCIndustrials9.3K$2.1M0.8%New
ADBE ADOBE INCTechnology7.8K$1.9M0.7%New
EOG EOG RESOURCES INCEnergy12.6K$1.8M0.7%New
VGNT VERSIGENT PLCIndustrials10.6K$337K0.1%New
IP INTERNATIONAL PAPER COOther9.0K$321K0.1%-52.3%
AAPL APPLE INCTechnology1.0K$254K0.1%-9.1%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 12, 202626$258.7M canonicalSEC ↗
Q4 202513F-HRFeb 12, 202622$181.9M canonicalSEC ↗
Q3 202513F-HRNov 7, 202522$175.6M canonicalSEC ↗
Q2 202513F-HRAug 5, 202523$129.6M canonicalSEC ↗
Q1 202513F-HRMay 12, 202524$117.0M canonicalSEC ↗
Q4 202413F-HRFeb 12, 202527$102.0M canonicalSEC ↗