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Claar Advisors LLC
Claar Advisors LLC is a New York-based hedge fund founded by Gary Claar, with roots in activism and special situation investing. The company serves institutional and high-net-worth clients, managing pooled investment vehicles and providing discretionary investment advisory services. Founded in the early 2010s, it currently manages hundreds of millions in assets and has a small team of investment professionals, including Gary Claar as Managing Member and Carrie Elizabeth Bertuccio as Chief Compliance Officer.
Investment Strategy
Claar Advisors LLC employs a research-driven strategy, combining fundamental security-level analysis with deep experience in special situation and catalyst-oriented investments. The investment team conducts both qualitative and quantitative reviews of companies, analyzing leadership, financials, competitive position, valuation, and growth outlook. The portfolio focuses on US-listed equities and equity-related securities, with a preference for businesses exhibiting attractive fundamentals and reliable catalysts for appreciation.
Latest 13F Filing Activity
Claar Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 18 equity positions with a total 13F market value of $326M. The fund increased holdings in Ishares TR, Ishares Bitcoin Trust Etf, Microsoft Corp. among other positions. Claar Advisors LLC reduced exposure to Vanguard Index FDS, Fidelity Wise Origin Bitcoin, Warner Music Group Corp. among others.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 41.31% | $134.9M | 998,663 | $103.10 | $135.04 | +$29.5M |
M MSFT | MICROSOFT CORP | 7.98% | $26.0M | 52,345 | $79.23 | $497.41 | +$5.0M |
G GOOG | ALPHABET INC | 7.77% | $25.4M | 143,033 | $57.94 | $177.39 | +$3.5M |
A AMZN | AMAZON COM INC | 7.22% | $23.6M | 107,469 | $102.63 | $219.39 | +$1.7M |
M MA | MASTERCARD INCORPORATED | 4.29% | $14.0M | 24,937 | $266.88 | $561.94 | -$590.5K |
Industry Allocation
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