Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
Lee Equity Partners, LLC (CIK 1408700) reported $71.1M across 2 reported positions in its SEC 13F filing for 2018-12-31. Largest positions: IBTX ($50.2M, 70.61%), FRSH3 ($20.9M, 29.39%), UAM ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IBTX | Independent Bank Group, Inc. | $50.2M | 70.61% | 1.1M | New |
| 2 | FRSH3 | Papa Murphy's Holdings, Inc. | $20.9M | 29.39% | 4.4M | Hold |
| 3 | UAM | Universal American Corp. | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2018-12-31