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Shorepath Capital Management LLC
Shorepath Capital Management LLC is a Chicago-area investment management firm headquartered in Evanston, Illinois. Founded in 2011, it employs 1 person and focuses on fundamental research-based stock selection for both traditional and alternative asset strategies. The firm primarily serves high net worth individuals and pooled investment vehicles, providing intelligent risk-taking in public equities for its clients.
Investment Strategy
Shorepath Capital Management combines traditional and alternative investment characteristics, emphasizing fundamental, research-driven stock selection and intelligent risk management. The firm’s philosophy centers on identifying circumstances where consensus thinking is flawed and patiently allocating partner capital to opportunities with potential for outsized returns, leveraging deep industry experience and rigorous analysis.
Latest 13F Filing Activity
Shorepath Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 22 equity positions with a total 13F market value of $121M. The fund increased holdings in Goldman Sachs Group Inc/the, Meta Platforms Inc., Dell Technologies Inc. among other positions. Shorepath Capital Management LLC reduced exposure to Fortive Corp., Danaher Corp., Comcast Corp. among others.
Top Holdings
Equity Positions (22)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GS | Goldman Sachs Group Inc/The | 11.56% | $14.0M | 19,817 | $385.77 | $707.75 | +$2.7M |
M META | Meta Platforms Inc | 11.36% | $13.8M | 18,671 | $357.61 | $738.09 | +$2.7M |
B BAC | Bank of America Corp | 10.40% | $12.6M | 266,778 | $34.03 | $47.32 | +$1.3M |
A AAPL | Apple Inc | 7.63% | $9.3M | 45,125 | $187.73 | $205.17 | -$667.6K |
V V | Visa Inc | 7.19% | $8.7M | 24,561 | $261.46 | $355.05 | -$172.5K |
Industry Allocation
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