Castellan Group Portfolio Holdings
Castellan Group
- $228 Million
- Q4 2024
Castellan Group has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $228 Million distributed in 61 stocks.
Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $9.38M, Microsoft Corp with a value of $8.58M, Tg Therapeutics, Inc. with a value of $8.54M, Fortinet, Inc. with a value of $8.24M, and Norwegian Cruise Line Holdings Ltd. with a value of $8.14M.
Examining the 13F form we can see an decrease of $8.18M in the current position value, from $236M to 228M.
Castellan Group is based out at Louisville, KY
Below you can find more details about Castellan Group portfolio as well as his latest detailed transactions.
Portfolio value
$228 Million
Consumer Cyclical: $65 Million
Technology: $46.8 Million
Healthcare: $27.1 Million
Energy: $18.7 Million
Industrials: $14.7 Million
Real Estate: $13.6 Million
Utilities: $12.6 Million
ETFs: $11.3 Million
Other: $17.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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