- What are the top holdings of DDDAX?
- 13D Activist Fund holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does DDDAX have?
- DDDAX holds — positions as reported by the fund's most recent disclosure.
- What sectors does DDDAX invest in?
- 13D Activist Fund (DDDAX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is DDDAX most exposed to?
- DDDAX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is DDDAX a US-only fund?
- The country allocation card on this page shows DDDAX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does DDDAX invest in?
- This fund primarily allocates its capital to common shares of U.S. companies, regardless of their market size, that are currently subject to shareholder activism. The fund's management defines an "activist" as an investor who owns more than a five percent stake in a company's shares and either has a documented history of engaging in activist investing, or has publicly outlined a clear plan for corporate transformation. These proposed changes might include campaigning for positions on the Board of Directors, enhancing operational efficiency or corporate governance, supporting a merger, divesting a specific business unit, or liquidating a substantial portion of company assets. It is important to note that this is a non-diversified investment vehicle.
