Keewaydin Investments LLC
Long book
$317.0M
Q1 2026
Positions
16
Top-10 weight
100%
concentration
Last quarter
+12.0%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsKeewaydin Investments LLC is a wealth-management firm allocating client money, running a $317.0M US long book across 16 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: VANGUARD FTSE DEVELOPED ETF, VANGUARD S&P 500 ETF, VANGUARD FTSE EMERGING MARKE, ISHARES MSCI JAPAN ETF, EVOLV TECHNOLOGIES HOLDINGS.
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
-0.0%
Q1 2026
+12.0%
Sector allocation
Technology 58%
Financials 41%
Energy 1%
Consumer staples 0%