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Appalachian Capital Management Ltd
hedge fundUpdated 22 days agoManaged by Appalachian Capital Management Ltd • Latest filing Q3 2026
Portfolio value
$139.4M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
15.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $124.8M |
| Q1 2026 | $124.9M |
| Q2 2026 | $137.9M |
| Q3 2026 | $139.4M |
Top holdings
48 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $46.2M | 1.58M | 33.12% | Trimmed(-0.1%) | |
| 2 | $10.5M | 321.3K | 7.50% | Added(+0.5%) | |
| 3 | $9.6M | 350.1K | 6.85% | Added(+2.9%) | |
| 4 | ? N/A HARRIS OAKMARK ETF TRUST | $9M | 307.0K | 6.47% | Added(+0.7%) |
| 5 | ? N/A HARRIS OAKMARK ETF TRUST | $8.8M | 343.2K | 6.32% | Added(+0.5%) |
| 6 | $8.7M | 367.3K | 6.26% | Added(+1.4%) | |
| 7 | $8.6M | 360.2K | 6.16% | Added(+2.3%) | |
| 8 | $8.1M | 26.5K | 5.80% | Added(+0.0%) | |
| 9 | $4.2M | 5.7K | 3.01% | Trimmed(-0.3%) | |
| 10 | $2.9M | 53.5K | 2.05% | Trimmed(-0.2%) | |
| 11 | $2.7M | 34.0K | 1.91% | Added(+3.3%) | |
| 12 | $1.9M | 24.5K | 1.37% | Added(+1.7%) | |
| 13 | $1.1M | 5.9K | 0.78% | Trimmed(-0.3%) | |
| 14 | $1.1M | 4.2K | 0.75% | Unchanged | |
| 15 | $935K | 5.7K | 0.67% | — | |
| 16 | $832K | 12.0K | 0.60% | Added(+0.4%) | |
| 17 | $821K | 9.4K | 0.59% | Trimmed(-3.1%) | |
| 18 | $817K | 3.6K | 0.59% | Added(+10.9%) | |
| 19 | $817K | 1.3K | 0.59% | Unchanged | |
| 20 | $814K | 2.1K | 0.58% | Unchanged |