Copperwood Asset Management LP
Long book
$54.4M
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
-9.2%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsCopperwood Asset Management LP is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $54.4M US long book across 1 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: ISHARES BITCOIN TRUST ETF.
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 2025
-22.6%
Q1 2026
-9.2%
Sector allocation
No sector data
Long book by quarter
What does Copperwood Asset own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|