Filer Snapshot

David M. Knott Jr.

CIK 0001892770. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

25

Latest filing

14 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$168.03M

86 holdings for Q1 2026

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Largest parsed holding

GOOG

$26.23M reported value

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13D/G large stake

CLMT

31 Dec 2024 · 0% ownership

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Source: SEC Form 13F

13F-HR filed on 14 May 2026 for CIK 0001892770.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$168.03M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$168.03M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
GOOG APO SNDX BBIO PTGX
+15 moreXERS JPM IOVA LPL Financial Holdings Inc. JAAA ALKS TVTX COGT VRDN AGIO RLMD TGTX CPRX ACLX XBI

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

GOOG APO SNDX BBIO PTGX XERS JPM IOVA
+12 moreLPL Financial Holdings Inc. JAAA ALKS TVTX COGT VRDN AGIO RLMD TGTX CPRX ACLX XBI

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

CLMT
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
Dorset Partners Llc, 485 Underhill Boulevard, Suite 205, Syosset, NY, 11791

Filer intelligence

What SEC filings say about David M. Knott Jr.

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

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $168.03M across 86 reported holdings for Q1 2026.
  • Largest parsed 13F holding: GOOG at $26.23M.
  • 1 recent 13D/G stake row found; top row is CLMT at 0% ownership.
  • Forms 3/4/5 show insider context for MDWT.

SEC source mix

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

XML parsed
13F portfolio 86 rows

Quarterly institutional portfolio holdings.

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13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 1 rows

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.

Q1 2026 - 14 May 2026

Top 5 concentration

44%

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

Top 5 reported value

$74.48M

Compared with $168.03M total 13F value.

Top 5 net change

-$519.2K

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: IOVA · Largest trim: CLMT

GOOG APO SNDX BBIO PTGX Other holdings

GOOG

15.6%

Alphabet Inc-Cl C

$26.23M

APO

14.9%

Apollo Global Management, Inc.

$25.07M

SNDX

5.9%

Syndax Pharmaceutical, Inc.

$9.86M

BBIO

4%

Bridgebio Pharma, Inc.

$6.68M

PTGX

4%

Protagonist Therapeutics, Inc

$6.64M

13D/G large-stake context

CLMT

31 Dec 2024 · Common Units representing limited partnership interests

0%
Issuer page 13D/G history

Forms 3/4/5 insider context

MDWT

22 Dec 2023 · 10% owner

Issuer page Owner page

Latest update

What changed recently for David M. Knott Jr.

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 14 May 2026.

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SEC filing record

CIK 0001892770 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
25
First seen
11 Feb 2022
Latest filing
14 May 2026
Entity
Individual

Observed form types

13F-HR 3 4 SCHEDULE 13G/A

CIK-linked evidence first

David M. Knott Jr. SEC filings David M. Knott Jr. 13F portfolio David M. Knott Jr. 13D/G history David M. Knott Jr. owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 25 SEC filings for David M. Knott Jr..

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13F-HR

13F-HR filing

Filing date
14 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR

13F-HR filing

Filing date
12 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
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13F-HR

13F-HR filing

Filing date
12 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
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13F-HR

13F-HR filing

Filing date
11 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR

13F-HR filing

Filing date
12 May 2025
Reporting date
31 Mar 2025
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
12 Feb 2025
Reporting date
Not listed
SEC evidence
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13F-HR

13F-HR filing

Filing date
12 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR

13F-HR filing

Filing date
13 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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13F-HR

13F-HR filing

Filing date
12 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR

13F-HR filing

Filing date
14 May 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR

13F-HR filing

Filing date
13 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
22 Dec 2023
Reporting date
22 Dec 2023
SEC evidence
Open document Open filing
Next action
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