Investment Management Associates Inc.
Annual return '25
+19.2%
SPY '25
+17.7%
Alpha
+1.5ptsvs SPY
Invested
$839.3M
Holdings
29
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HII
HUNTINGTON INGALLS INDS INC
Held since at least Q1 2024
10.6%
02
$TLT
ISHARES TR
Held since at least Q1 2024
9.7%
03
$UBER
UBER TECHNOLOGIES INC
Held since at least Q1 2024
8.6%
04
$MOH
MOLINA HEALTHCARE INC
Held since at least Q1 2024
7.5%
05
$BSM
BLACK STONE MINERALS L P
Held since at least Q1 2024
7.0%
06
$BTI
BRITISH AMERN TOB PLC
Held since at least Q1 2024
6.4%
07
$LBRDK
LIBERTY BROADBAND CORP
Held since at least Q1 2024
5.7%
08
$TFIN
TRIUMPH FINANCIAL INC
Held since at least Q1 2024
5.1%
09
$EPD
ENTERPRISE PRODS PARTNERS L
Held since at least Q1 2024
5.0%
10
$PM
PHILIP MORRIS INTL INC
Held since at least Q1 2024
4.8%
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 13:06 UTC.