LHM, Inc.
- SEC CIK
- 0002009224
- Latest filing
- Aug 12, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 6, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 22
- +3 vs. Q3 2024
- Portfolio value
- $314.2M
- −$3.55M (−1.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,122 | $1.41M | 0.4% | −7,123−50.0% | Reduced | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 85,790 | $1.64M | 0.5% | +85,790 | New | History |
| ACHAccendra Health Inc | Stock | 175,792 | $2.30M | 0.7% | +6,860+4.1% | Added | History |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 112,501 | $2.93M | 0.9% | +75,000+200.0% | Added | – |
| IPGPIpg Photonics Corp | COM | 58,769 | $4.27M | 1.4% | +2,700+4.8% | Added | History |
| WHRWhirlpool Corp | Stock | 42,600 | $4.88M | 1.6% | +5,185+13.9% | Added | History |
| XPELXPEL, Inc. | COM | 122,353 | $4.89M | 1.6% | +122,353 | New | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 196,147 | $5.74M | 1.8% | +5,237+2.7% | Added | – |
| TAT&T Inc. | Stock | 253,492 | $5.77M | 1.8% | +13,542+5.6% | Added | History |
| CIENCiena Corp | COM NEW | 70,145 | $5.95M | 1.9% | −18,843−21.2% | Reduced | History |
| WGOWinnebago Industries Inc | COM | 127,182 | $6.08M | 1.9% | +127,182 | New | History |
| WALWestern Alliance Bancorporation | COM | 98,783 | $8.25M | 2.6% | +17,436+21.4% | Added | History |
| CMAComerica Inc | COM | 135,252 | $8.46M | 2.7% | +91,512+209.2% | Added | History |
| MUMicron Technology Inc | Stock | 101,165 | $8.53M | 2.7% | +17,278+20.6% | Added | History |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 174,435 | $8.67M | 2.8% | +39,000+28.8% | Added | – |
| COHRCoherent Corp. | COM | 92,472 | $8.76M | 2.8% | −1,981−2.1% | Reduced | History |
| SNFCASecurity National Financial Corp | CL A NEW | 863,659 | $10.4M | 3.3% | 00.0% | Unchanged | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 123,988 | $11.2M | 3.6% | +28,226+29.5% | Added | – |
| KRNTKornit Digital Ltd. | SHS | 453,964 | $14.1M | 4.5% | +49,755+12.3% | Added | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 95,768 | $15.7M | 5.0% | +95,768 | New | – |
| iShares Flexible Income Active ETF092528603 | ETF | 1,002,970 | $52.2M | 16.6% | −578,170−36.6% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 421,764 | $122.2M | 38.9% | −55,890−11.7% | Reduced | – |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.