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Harvest Capital Strategies LLC - Joseph A. Jolson

Harvest Capital Strategies LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2019
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Joseph A. Jolson

Joseph A. Jolson
Harvest Capital Strategies LLC

Hedge Fund Manager
Ranked #432 out of 487 Hedge Fund Managers

Portfolio Gain

-52.68%
Since Jan 2016

Sharpe Ratio

-0.57
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$73.66M
Joseph A. Jolson manages more assets than 1% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

-5.89%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
72.70% Healthcare
22.42% Consumer Defensive
22.04% Consumer Cyclical
17.08% Basic Materials
7.96% Industrial Goods
5.27% Technology
1.37% Energy
A breakdown of Harvest Capital Strategies LLC's portfolio by sector

Harvest Capital Strategies LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Texas Roadhouse
Sold Out
Consumer Cyclical
$54.55
($48.64-$60.45)
+292.50%
-100.00%
0.00
0.00%
Deere
Reduced
Industrial Goods
$156.23
($141.25-$171.22)
+179.22%
-6.67%
4.72M
5.98%
Freshpet
Reduced
Consumer Defensive
$44.19
($35.95-$52.42)
+192.73%
-15.40%
1.05M
1.43%
General Mills
Reduced
Consumer Defensive
$53.83
($51.25-$56.40)
+42.28%
-11.11%
4.41M
5.04%
BJ's Restaurants
Added
Consumer Cyclical
$38.73
($32.62-$44.84)
-7.47%
+14.00%
2.21M
3.00%
Brinker International
Added
Consumer Cyclical
$40.48
($36.44-$44.53)
+204.57%
+21.43%
3.63M
4.83%
GPP
Green Plains Partners
Reduced
Energy
$13.52
($12.53-$14.50)
+43.96%
-34.58%
1.56M
1.37%
Starbucks
Reduced
Consumer Cyclical
$91.88
($84.03-$99.72)
+23.72%
-5.45%
4.60M
5.58%
Trimble
Not Changed
Technology
$41.05
($35.86-$46.25)
+92.91%
0.00%
3.88M
5.27%
Tyson Foods
Reduced
Consumer Defensive
$86.33
($78.58-$94.07)
-17.68%
-5.00%
4.91M
5.75%
See a list of Harvest Capital Strategies LLC's holdings, as reported to the SEC on Sep 30, 2019. Click on any holding to see more details

Measured Performance

Compare Harvest Capital Strategies LLC's performance with other Hedge Funds and the S&P 500

Harvest Capital Strategies LLC activity FAQ

What is Harvest Capital Strategies LLC’s portfolio gain since Jun 2013?
Harvest Capital Strategies LLC’s portfolio gain since Jun 2013 was -52.68%.
    What is Harvest Capital Strategies LLC’s Sharpe Ratio?
    Harvest Capital Strategies LLC’s Sharpe Ratio is -0.57.
      What is Harvest Capital Strategies LLC’s portfolio value?
      Harvest Capital Strategies LLC’s portfolio value is $73.66M.
        What is Harvest Capital Strategies LLC’s average return since the fund’s last 13F filing?
        Harvest Capital Strategies LLC’s average return since the fund’s last 13F filing is -7.43%.
          What was Harvest Capital Strategies LLC’s average return in the last 12 months?
          Harvest Capital Strategies LLC’s average return in the last 12 months was -1.52%.
            What was Harvest Capital Strategies LLC’s average return in the last 3 years?
            Harvest Capital Strategies LLC’s average return in the last 3 years was -5.89%.
              When was the most recent most recent 13F form submitted by Harvest Capital Strategies LLC?
              Harvest Capital Strategies LLC's most recent 13F form was submitted on Sep 30, 2019.
                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 Joseph A. Jolson Net Worth?
                  Joseph A. Jolson is Managing Harvest Capital Strategies LLC which has a net worth of $73.66M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Joseph A. Jolson 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.