Schusterman Interests, LLC
Schusterman Interests, LLC (operating primarily as Charles and Lynn Schusterman Family Philanthropies) is a family office/asset manager based in Tulsa, Oklahoma with a strong philanthropic focus. Founded in 1987, the firm manages the assets of the Schusterman family, originally stemming from Charles Schusterman's oil and gas business. The organization has over 165 employees and has distributed over $1.2 billion in grants since its inception, with total assets reported at over $2 billion as of 2022. It primarily serves philanthropic and grantmaking purposes in the U.S. and Israel, supporting equitable, inclusive societies through strategic investments and partnerships.
Investment Strategy
Schusterman's investment strategy centers on long-term philanthropic commitments and multi-year, general-operating grants to key organizations. The firm prioritizes systemic change in areas such as education, criminal justice, gender equity, democracy, Jewish community, and initiatives in Israel. It fosters partnerships with communities, civic institutions, and other funders, embracing both advocacy and direct charitable giving. The approach is deeply rooted in Jewish values, emphasizing justice, dignity, and sustainable impact through entrepreneurial and evidence-driven funding. Schusterman invests in leadership development, knowledge sharing, capacity building, and policy advocacy to maximize the effectiveness of its grantmaking activities.
Latest 13F Filing Activity
Schusterman Interests, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 4 equity positions with a total 13F market value of $66M. The fund increased holdings in Invesco Exchange Traded FD T, SPDR S&P 500 Etf TR, SPDR Ser TR among other positions. Schusterman Interests, LLC reduced exposure to Ranpak Holdings Corp., SPDR Ser TR, SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (4)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 65.47% | $43.0M | 69,517 | $522.16 | $617.85 | +$4.1M |
R RSP | INVESCO EXCHANGE TRADED FD T | 33.24% | $21.8M | 120,000 | $181.74 | $181.74 | +$21.8M |
B BIL | SPDR SER TR | 0.76% | $500.8K | 5,460 | $91.82 | $91.73 | $0 |
P PACK | RANPAK HOLDINGS CORP | 0.53% | $348.1K | 97,517 | $37.58 | $3.57 | -$180.4K |
Industry Allocation
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