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CSat Investment Advisory LP - Claes Fornell
CSat Investment Advisory LP a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2021
291 Followers
Claes Fornell CSat Investment Advisory LP
Hedge Fund Manager
Ranked #118 out of 487 Hedge Fund Managers
Portfolio Gain
+167.57%
Since Jan 2016
Sharpe Ratio
2.36
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$119.08M
Claes Fornell manages more assets than 2% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+18.72%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
21.49% Consumer Cyclical
16.93% Financial
12.32% Technology
11.31% Communication Services
10.36% Healthcare
8.42% Industrial Goods
7.70% Consumer Defensive
3.14% Utilities
0.89% Real Estate
0.72% Energy
0.55% Basic Materials
0.08% Services
A breakdown of CSat Investment Advisory LP's portfolio by sector
CSat Investment Advisory LP Portfolio Activity
BorgWarner
Reduced
Consumer Cyclical
$44.18
($37.76-$50.60)
-9.28%
-24.30%
62.96K
0.04%
Generac Holdings
New
Industrial Goods
$293.25
($222.51-$364.00)
-46.98%
+100.00%
39.29K
0.03%
Concho Resources
Sold Out
Utilities
$63.82
($57.19-$70.44)
0.00%
-100.00%
0.00
0.00%
Capital One Financial
Reduced
Financial
$115.84
($96.98-$134.70)
+56.31%
-17.85%
1.09M
0.85%
Amazon
Reduced
Consumer Cyclical
$157.87
($144.05-$171.70)
+48.01%
-42.28%
3.08M
2.58%
CarMax
Reduced
Consumer Cyclical
$114.33
($92.13-$136.54)
-34.58%
-29.46%
37.81K
0.03%
American Airlines
Reduced
Industrial Goods
$20.40
($14.71-$26.09)
-27.87%
-28.59%
56.24K
0.05%
Flowserve
Sold Out
Industrial Goods
$38.45
($34.65-$42.24)
+70.55%
-100.00%
0.00
0.00%
American Express
Reduced
Financial
$131.78
($112.10-$151.46)
+121.99%
-9.38%
8.20K
<0.01%
Carnival
Reduced
Consumer Cyclical
$24.04
($17.96-$30.12)
-1.36%
-26.34%
33.84K
0.03%
See a list of CSat Investment Advisory LP's holdings, as reported to the SEC on Mar 31, 2021. Click on any holding to see more details
Measured Performance
Compare CSat Investment Advisory LP's performance with other Hedge Funds and the S&P 500
CSat Investment Advisory LP activity FAQ
What is CSat Investment Advisory LP’s portfolio gain since Jun 2013?
CSat Investment Advisory LP’s portfolio gain since Jun 2013 was 167.57%.
What is CSat Investment Advisory LP’s Sharpe Ratio?
CSat Investment Advisory LP’s Sharpe Ratio is 2.36.
What is CSat Investment Advisory LP’s portfolio value?
CSat Investment Advisory LP’s portfolio value is $119.08M.
What is CSat Investment Advisory LP’s average return since the fund’s last 13F filing?
CSat Investment Advisory LP’s average return since the fund’s last 13F filing is 40.38%.
What was CSat Investment Advisory LP’s average return in the last 12 months?
CSat Investment Advisory LP’s average return in the last 12 months was 24.07%.
What was CSat Investment Advisory LP’s average return in the last 3 years?
CSat Investment Advisory LP’s average return in the last 3 years was 18.72%.
When was the most recent most recent 13F form submitted by CSat Investment Advisory LP?
CSat Investment Advisory LP's most recent 13F form was submitted on Mar 31, 2021.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Claes Fornell Net Worth?
Claes Fornell is Managing CSat Investment Advisory LP which has a net worth of $119.08M.
TipRanks & Hedge Funds: TipRanks measures the performance of Claes Fornell and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.