1y return−74.6%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: $25 against $121 in the S&P 500.2
Samsung C&T CorpS&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 |
|---|---|---|---|
| SMRNuscale Pwr Corp | $15.9M | 100.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SMRNuscale Pwr Corp | December 31, 2024 | −44.1% | $15.9M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −7.5% | +14.8% |
| March 31, 2026 | −23.5% | −4.6% |
| December 31, 2025 | −60.6% | +2.4% |
| September 30, 2025 | −9.0% | +7.8% |
| March 31, 2025 | −21.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Samsung C&T Corp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1928668&type=13F-HR&dateb=&owner=include&count=40CIK 1928668
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1928668/000121390026089392/Filed August 14, 2026 · accession 0001213900-26-089392