- What are the top holdings of DDDCX?
- 13D Activist Fund holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does DDDCX have?
- DDDCX holds — positions as reported by the fund's most recent disclosure.
- What sectors does DDDCX invest in?
- 13D Activist Fund (DDDCX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is DDDCX most exposed to?
- DDDCX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is DDDCX a US-only fund?
- The country allocation card on this page shows DDDCX'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 DDDCX invest in?
- The fund primarily allocates capital to common equity securities of U.S. companies across the full range of market capitalizations that are currently the focus of shareholder activism. The advisor identifies an activist as an investor who owns more than 5% of a company's shares and either has a verifiable history of activist engagement or has publicly articulated a specific agenda for change. These agendas may involve seeking Board of Directors positions, enhancing operational performance or corporate governance standards, approving a corporate merger, spinning off a business unit, or selling a significant portion of company assets. This portfolio is characterized as non-diversified.
