Filer Snapshot

Foundation Asset Management, LP

CIK 0001569519. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

44

Latest filing

14 Aug 2018

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2018. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$115.71M

19 holdings for Q2 2018

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Largest parsed holding

BAH

$12.73M reported value

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 14 Aug 2018 for CIK 0001569519.

View Source Filing
Identity
Business address
1 North Lexington Avenue, 15 Th Floor, White Plains, NY, 10601
SEC ownership signals
Parsed ownership coverage

13F reported value

$115.71M

Latest parsed Form 13F reported market value.

Largest 13F symbols

BAH, CPRT, ENR, KEYS

Largest symbols in the latest parsed Form 13F holdings.

Largest 13F holdings
BAH CPRT ENR KEYS GRA BCO VMC WMGI
+11 moreVRSK TDY NLSN CF TRIP L100PS META CATM CMG TRTN TBPH
SEC record
State of incorporation
DE
Fiscal year end
31 December
Former names
Foundation Asset Management, LLC (to 03 Jul 2014)

Filer intelligence

What SEC filings say about Foundation Asset Management, LP

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $115.71M across 19 reported holdings for Q2 2018.
  • Largest parsed 13F holding: BAH at $12.73M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 19 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2018 - 14 Aug 2018

Top 5 concentration

46%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$53.24M

Compared with $115.71M total 13F value.

Top 5 net change

-$57.51M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: GRA ยท Largest trim: CPRT

BAH CPRT ENR KEYS GRA Other holdings

BAH

11%

Booz Allen Hamilton Hldg Cor

$12.73M

CPRT

9.8%

Copart Inc

$11.37M

ENR

9.6%

Energizer Hldgs Inc New

$11.08M

KEYS

8%

Keysight Technologies Inc

$9.27M

GRA

7.6%

Grace W R & Co Del New

$8.78M

Latest update

What changed recently for Foundation Asset Management, LP

New filing available

Latest 13F period: Q2 2018. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 Aug 2018

Page type

Filer profile

Latest period

Q2 2018

Institutional portfolio context was refreshed from a 13F filing filed on 14 Aug 2018.

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Benchmark Context

Benchmark context for this company

Foundation Asset Management, LP has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q2 2018. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001569519 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
44
First seen
14 Feb 2013
Latest filing
14 Aug 2018
Entity
Company

Observed form types

13F-HR SC 13D/A DFAN14A DFRN14A DEFC14A CORRESP PRRN14A PREC14A SC 13G/A SC 13G +1 more

Primary evidence

Open SEC filing index Foundation Asset Management, LP SEC filings Foundation Asset Management, LP 13F portfolio

Latest Filings

Showing the latest 12 of 44 SEC filings for Foundation Asset Management, LP.

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13F-HR File 028-15328

13F-HR filing

Filing date
14 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-15328

13F-HR filing

Filing date
15 May 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
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13F-HR File 028-15328

13F-HR filing

Filing date
14 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
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13F-HR File 028-15328

13F-HR filing

Filing date
14 Nov 2017
Reporting date
30 Sep 2017
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-15328

13F-HR filing

Filing date
14 Aug 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-15328

13F-HR filing

Filing date
15 May 2017
Reporting date
31 Mar 2017
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-15328

13F-HR filing

Filing date
14 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
Open document Open filing
Next action
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SC 13D/A

AMENDMENT NO. 11 TO THE SCHEDULE 13D

Filing date
09 Dec 2016
Reporting date
Not listed
SEC evidence
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13F-HR File 028-15328

13F-HR filing

Filing date
14 Nov 2016
Reporting date
30 Sep 2016
SEC evidence
Open document Open filing
Next action
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SC 13D/A

AMENDMENT NO. 10 TO THE SCHEDULE 13D

Filing date
18 Oct 2016
Reporting date
Not listed
SEC evidence
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DFAN14A

DFAN14A filing

Filing date
18 Oct 2016
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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DFRN14A

DFRN14A filing

Filing date
12 Sep 2016
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
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