1y return−59.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2025: $41 against $121 in the S&P 500.2
LCC Family Corp.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TRIThomson Reuters Corp | $245.7M | 100.0% | New |
Sold off last quarter
- Thomson Reuters CorpCUSIP 884903808 was $291.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −9.2% | +14.8% |
| March 31, 2026 | −31.8% | −4.6% |
| December 31, 2025 | −15.1% | +2.4% |
| September 30, 2025 | −22.8% | +7.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: LCC Family Corp. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2080628&type=13F-HR&dateb=&owner=include&count=40CIK 2080628
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2080628/000114036126032730/Filed August 13, 2026 · accession 0001140361-26-032730