Bass Lee M
Annual return '25
+10.7%
SPY '25
+17.7%
Alpha
-7.0ptsvs SPY
Invested
$4.7B
Holdings
531
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VMI
Valmont Industries, Inc.
Held since at least Q1 2024
1.4%
02
$QCRH
QCR Holdings Inc.
Held since at least Q1 2024
1.3%
03
$CHEF
Chefs Warehouse Inc.
Held since at least Q1 2024
1.1%
04
$MRCY
Mercury Systems Inc
Held since at least Q1 2024
1.0%
05
$SF
Stifel Financial Corporation
Held since at least Q1 2024
1.0%
06
$GMED
Globus Med Inc
Held since at least Q1 2024
0.9%
07
$ENS
EnerSys
Held since at least Q1 2024
0.8%
08
$FUL
H B Fuller Company
Held since at least Q1 2024
0.8%
09
$OZK
Bank OZK
Held since at least Q1 2024
0.7%
10
$ATRC
Atricure Inc
Held since at least Q1 2024
0.7%
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 10:31 UTC.