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Goff John C

SEC CIK
0001040463
Latest filing
Nov 3, 2023

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
6
+1 vs. Q4 2022
Portfolio value
$62.8M
−$4.48M (−6.7%) vs. Q4 2022
Filed
May 12, 2023
SEC
Holdings of Goff John C in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
CRGYCrescent Energy CoCL A COM4,684,598$53.0M84.3%00.0%UnchangedHistory
PINEAlpine Income Property Trust, Inc.COM534,845$9.00M14.3%00.0%UnchangedHistory
FTAIFTAI Aviation Ltd.SHS13,268$371.0K0.6%−32,803−71.2%ReducedHistory
MSFTMicrosoft CorpStock1,040$299.8K0.5%+1,040NewHistory
HLLYHolley Inc.COM53,000$145.2K0.2%00.0%UnchangedHistory
FIPFTAI Infrastructure Inc.COMMON STOCK12,918$38.8K0.1%−2,072−13.8%ReducedHistory