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Home Letters Funds Account

Sean Stockton — Institutional Investor Profile | Buyside Digest

Sean Stockton

Institutional Investor • Ensemble Capital

Value

$0M

Stocks

22 Stocks

Turnover

0.0%

CIK

0001387366EDGAR ↗

Website ↗

Top Holdings

HD(8.32%) MA(7.97%) BKNG(7.93%) NFLX(7.08%) BR(6.95%)

About Investor

Stannard-Stockton emphasizes looking for competitively advantaged businesses that will see those advantages persist and offer products or services that will remain in demand over the very long term. The firm's approach leverages extensive industry research and contacts to identify undervalued securities relative to their future prospects. They invest in focused portfolios of approximately 15 to 30 securities, using Kelly criterion-inspired position sizing that weights upside potential alongside confidence in the investment thesis. Risk management is emphasized through portfolio diversification to limit concentration by company or industry while aligning investments with clients' risk tolerance. The firm believes in doing truly difficult and important things really well as a source of competitive advantage.

Investor Philosophy

Investment philosophy details pending verification.

Sean Stockton Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
HD	None	The Home Depot Inc.	Consumer Discretionary	$98.2M	8.3%	No Change
MA	None	Mastercard, Inc.	Financials	$94.0M	8.0%	No Change
BKNG	None	Booking Holdings Inc.	Consumer Discretionary	$93.5M	7.9%	No Change
NFLX	None	Netflix Inc	Communication Services	$83.5M	7.1%	No Change
BR	None	Broadridge Financial Solutions, Inc.	Information Technology	$81.9M	7.0%	No Change
NVR	None	NVR Inc.	Consumer Discretionary	$81.4M	6.9%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$68.7M	5.8%	No Change
ADI	None	Analog Devices, Inc.	Information Technology	$68.1M	5.8%	No Change
PAYX	None	Paychex, Inc.	Information Technology	$58.8M	5.0%	No Change
RACE	None	Ferrari NV	Consumer Discretionary	$56.2M	4.8%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
PRMRPerimeter Solutions SA	$46298.6M	-100.0%	0.0%	Sold Out
GOOGLAlphabet, Inc.	$68.7M	-100.0%	0.0%	Sold Out
PRMPerimeter Solutions SA	$46.3M	-100.0%	0.0%	Sold Out
IRIXIridex Corporation	$46.2M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Consumer Discretionary30.2%

Information Technology22.1%

Communication Services12.9%

Financials12.5%

Health Care9.3%

Sector	Stocks	Value	Exposure
Consumer Discretionary	7	$356.2M	30.2%
Information Technology	4	$260.1M	22.1%
Communication Services	2	$152.2M	12.9%
Financials	2	$147.3M	12.5%
Health Care	3	$109.1M	9.3%
Industrials	3	$108.2M	9.2%
General	1	$46.3M	3.9%