Delaware Ladera Management Company, Inc.
Delaware Ladera Management Company, Inc. is an institutional investment manager based in Boston, Massachusetts. The firm files quarterly 13F reports with the SEC and reported managing a portfolio of 3 holdings valued at approximately $286,000 USD as of Q2 2025. While details about year founded, employee count, or full company background are not public, Delaware Ladera Management Company, Inc. appears to operate as a small asset manager focusing primarily on listed U.S. equities for institutional or high-net-worth clients.
Investment Strategy
Based on its SEC filings, Delaware Ladera Management Company, Inc. primarily invests in U.S. equities, with its Q2 2025 portfolio concentrated in the energy sector (EOG Resources, ConocoPhillips, and Coterra Energy). The firm appears to take a focused and concentrated approach to portfolio construction, allocating capital to a small number of large publicly traded companies, particularly in the energy sector.
Latest 13F Filing Activity
Delaware Ladera Management Company, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 3 equity positions with a total 13F market value of $286K. The fund increased holdings in Eog Res Inc., Coterra Energy Inc., Conocophillips. Delaware Ladera Management Company, Inc. reduced exposure to Conocophillips, Coterra Energy Inc., Eog Res Inc..
Top Holdings
Equity Positions (3)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EOG | EOG RES INC | 37.27% | $106.5K | 890 | $122.58 | $119.61 | -$7.7K |
C COP | CONOCOPHILLIPS | 31.42% | $89.7K | 1,000 | $99.17 | $89.74 | -$15.3K |
C CTRA | COTERRA ENERGY INC | 31.32% | $89.5K | 3,525 | $25.54 | $25.38 | -$12.4K |