Collar Capital Management, LLC
Collar Capital Management, LLC is an investment advisory firm based in Appleton, Wisconsin. Founded in 2009 and exclusively owned by Patrick Collar, the firm provides asset management services for its clients, focusing on equity securities. It is registered with the SEC and operates primarily out of Wisconsin, serving both individual and institutional clients. The firm manages a concentrated, actively managed portfolio and reports its holdings quarterly via SEC 13F filings. Employee count and some online presence details are not publicly available.
Investment Strategy
Collar Capital Management, LLC primarily focuses on actively managing a concentrated portfolio of public equity holdings. The strategy emphasizes stock selection and portfolio turnover, allocating capital across various sectors with a tendency toward technology, finance, and diversified industrials. The firm seeks risk-adjusted returns and regularly updates its portfolio positions, indicative of an active, research-driven investment approach tailored to both risk management and alpha generation.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSTR | STRATEGY INC | 5.16% | $7.3M | 22,756 | $289.57 | $322.21 | -$2.0M |
T TSLA | TESLA INC | 5.06% | $7.2M | 16,163 | $400.24 | $444.72 | +$1.8M |
M MU | MICRON TECHNOLOGY INC | 3.63% | $5.2M | 30,803 | $86.36 | $167.32 | +$1.0M |
C COIN | COINBASE GLOBAL INC | 3.49% | $5.0M | 14,695 | $249.09 | $337.49 | -$455.3K |
A AAPL | APPLE INC | 3.41% | $4.9M | 19,051 | $250.34 | $254.63 | +$967.5K |