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Suncoast Equity Management - Donald R. Jowdy
Suncoast Equity Management a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
1,404 Followers
Donald R. Jowdy Suncoast Equity Management
Hedge Fund Manager
Ranked #11 out of 487 Hedge Fund Managers
Portfolio Gain
+229.26%
Since Jan 2016
Sharpe Ratio
4.15
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$757.49M
Donald R. Jowdy manages more assets than 32% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+27.56%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
44.46% Technology
14.83% Healthcare
11.72% Financial
10.76% Consumer Cyclical
8.53% Industrial Goods
7.88% Communication Services
0.56% Consumer Defensive
0.55% General
0.45% Basic Materials
A breakdown of Suncoast Equity Management's portfolio by sector
Suncoast Equity Management Portfolio Activity
Automatic Data Processing
Added
Industrial Goods
$228.41
($205.53-$251.30)
+6.35%
+0.80%
22.60M
2.97%
Fiserv
Added
Technology
$122.80
($109.11-$136.49)
+15.39%
+1.15%
28.98M
3.83%
Berkshire Hathaway B
Added
Financial
$347.31
($330.58-$364.05)
+13.53%
+1.47%
17.55M
2.32%
Invesco QQQ Trust
Sold Out
General
$377.63
($342.35-$412.92)
+3.78%
-100.00%
0.00
0.00%
iShares Core S&P 500 ETF
Sold Out
General
$445.40
($411.02-$479.79)
+6.24%
-100.00%
0.00
0.00%
Booking Holdings
Added
Consumer Cyclical
$3.16K
($2.73K-$3.58K)
-1.01%
+1.39%
39.25M
5.17%
Nuveen Virginia Quality Municipal Income Fund of Benef Interest
Sold Out
General
$9.90
($8.92-$10.88)
-1.03%
-100.00%
0.00
0.00%
MSA Safety
Added
Industrial Goods
$163.39
($147.35-$179.43)
+12.08%
+15.81%
742.01K
0.10%
Tesla
Reduced
Consumer Cyclical
$231.50
($194.07-$268.94)
-31.51%
-1.59%
322.28K
0.04%
Broadridge Financial Solutions
Added
Technology
$187.01
($166.73-$207.29)
-4.58%
+2.38%
4.47M
0.59%
See a list of Suncoast Equity Management's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details
Measured Performance
Compare Suncoast Equity Management's performance with other Hedge Funds and the S&P 500
Suncoast Equity Management activity FAQ
What is Suncoast Equity Management’s portfolio gain since Jun 2013?
Suncoast Equity Management’s portfolio gain since Jun 2013 was 229.26%.
What is Suncoast Equity Management’s Sharpe Ratio?
Suncoast Equity Management’s Sharpe Ratio is 4.15.
What is Suncoast Equity Management’s portfolio value?
Suncoast Equity Management’s portfolio value is $757.49M.
What is Suncoast Equity Management’s average return since the fund’s last 13F filing?
Suncoast Equity Management’s average return since the fund’s last 13F filing is 5.80%.
What was Suncoast Equity Management’s average return in the last 12 months?
Suncoast Equity Management’s average return in the last 12 months was 30.29%.
What was Suncoast Equity Management’s average return in the last 3 years?
Suncoast Equity Management’s average return in the last 3 years was 27.56%.
When was the most recent most recent 13F form submitted by Suncoast Equity Management?
Suncoast Equity Management's most recent 13F form was submitted on Dec 31, 2023.
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 Donald R. Jowdy Net Worth?
Donald R. Jowdy is Managing Suncoast Equity Management which has a net worth of $757.49M.
TipRanks & Hedge Funds: TipRanks measures the performance of Donald R. Jowdy 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.