Chieftain Capital Management, Inc.
Annual return '25
+19.8%
SPY '25
+17.7%
Alpha
+2.0ptsvs SPY
Invested
$17.6B
Holdings
1,354
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2025-12-31) contained only unmappable securities. Holdings shown are carried forward from Q3 2025.
01
$AVEM
AMERICAN CENTY ETF TR
Held since at least Q1 2024
8.1%
02
$AVDV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
6.1%
03
$DIHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.8%
04
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
4.6%
05
$DFUV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.2%
06
$JQUA
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
3.7%
07
$DFLV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.4%
08
$BND
VANGUARD BD INDEX FDS
Held since at least Q1 2024
3.4%
09
$DFSV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.0%
10
$BNDX
VANGUARD CHARLOTTE FDS
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:57 UTC.