Sherborne Investors Management L.P. 13F annual report

Sherborne Investors Management L.P. is an investment fund managing more than $507 billion ran by Stephen Welker. There is currently 1 company in Mr. Welker’s portfolio. The largest and only investment include Navient Corp worth $507 billion.

$507 billion Assets Under Management (AUM)

As of 20th October 2023, Sherborne Investors Management L.P.’s top holding is 29,449,997 shares of Navient Corp currently worth over $507 billion and making up 100.0% of the portfolio value. Relative to the number of outstanding shares of Navient Corp, Sherborne Investors Management L.P. owns less than 0.3% of the company.

Currently, Sherborne Investors Management L.P.'s portfolio is worth at least $507 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Sherborne Investors Management L.P.

The Sherborne Investors Management L.P. office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Stephen Welker serves as the Managing Director at Sherborne Investors Management L.P..

Recent trades

In the most recent 13F filing, Sherborne Investors Management L.P. revealed that it had opened a new position in Navient Corp and bought 29,449,997 shares worth $507 billion.

One of the average hedge funds

The two most similar investment funds to Sherborne Investors Management L.P. are Guoline Advisory Pte Ltd and Gilman Hill Asset Management. They manage $507 billion and $507 billion respectively.

Stephen Welker investment strategy

Sherborne Investors Management L.P.’s portfolio is diversified across 1 sector. Currently, their heaviest sector is Finance — making up 100.0% of the total portfolio value. The fund focuses on investments in the United States as 100.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up approximately 0.1% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $2.21 billion.

The complete list of Sherborne Investors Management L.P. trades based on 13F SEC filings

These positions were updated on October 27th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Navient Corp	Opened 29,449,997	$507,128,948,000	100.00%
No transactions found
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