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Shoals Capital Management LP

Portfolio Profile

CIK: 0001727709 | ARLINGTON, VA

$9.8K
AUM
1
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Jernigan Capital Inc894,861$9.8K45.56%

Sector Allocation

Latest filing, equity positions only

Unclassified100% · $9.8K

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Financial Services25.67%0%-25.67%
Unclassified74.33%100%+25.67%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Unclassified74.33%100%+25.67%
Mid Cap25.67%0%-25.67%

AUM History

$189.0K | 18 pos.
$113.5K | 14 pos.
$109.7K | 17 pos.
$72.7K | 13 pos.
$102.2K | 15 pos.
$21.5K | 2 pos.
Q4
18
Q1
19
Q2
19
Q3
19
Q4
19
Q1
20

Recent Activity

Quarter-over-quarter position changes

1
New
14
Closed
0
Increased
1
Decreased
0
Unchanged