Hyundai Investments Co., Ltd.
Long book
$88.7M
Q1 2026
Positions
72
Top-10 weight
72%
concentration
Last quarter
+3.6%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsHyundai Investments Co., Ltd. is an institutional manager, specialised in real_estate (93% of the long book), running a $88.7M US long book across 72 positions.
The portfolio is concentrated: the top 10 names carry 72% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: CLAROS MORTGAGE TRUST INC, SS TECHNOLOGY SELECT SECTOR, SPDR GOLD SHARES, LEATHERBACK LONG/SHORT ALT Y, ISHARES MSCI USA MOMENTUM FA.
Over the last 9 quarters its long book ran on average 15.9pp per quarter behind the S&P 500, beating the index in 1 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-15.2%
Q2 2024
-5.4%
Q3 2024
-39.7%
Q4 2024
-17.5%
Q1 2025
-23.6%
Q2 2025
+16.5%
Q3 2025
-7.8%
Q4 2025
-13.2%
Q1 2026
+3.6%
Sector allocation
No sector data
Long book by quarter
What does Hyundai Investments own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 72 | $88.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 72 | $102.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 1 | $68.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 1 | $59.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 1 | $77.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 1 | $101.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 1 | $205.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 1 | $219.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 1 | $267.4M | canonical | SEC ↗ |
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