Waterfront Wealth Inc.
Annual return '25
+11.9%
SPY '25
+17.7%
Alpha
-5.8ptsvs SPY
Invested
$471M
Holdings
57
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SDRL
SEADRILL LTD
Held since at least Q1 2024
17.5%
02
$SOC
SABLE OFFSHORE CORP
Held since at least Q1 2024
5.9%
03
$CNR
CORE NATURAL RESOURCES INC
Held since at least Q1 2024
5.7%
04
$MPC
MARATHON PETE CORP
Q4 2025: New position (300 shares)
4.3%
05
$B
BARRICK MNG CORP
Held since at least Q1 2024
4.0%
06
$AMPY
AMPLIFY ENERGY CORP NEW
Held since at least Q1 2024
4.0%
07
$NUE
NUCOR CORP
Held since at least Q1 2024
3.9%
08
$DINO
HF SINCLAIR CORP
Held since at least Q1 2024
3.9%
09
$DAR
DARLING INGREDIENTS INC
Held since at least Q1 2024
3.6%
10
$HBM
HUDBAY MINERALS INC
Q4 2025: Exited (was 39.1k shares)
3.3%
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 12:49 UTC.