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TT Capital Management LLC

CIK:0002056338
Investment Adviser
$163M AUM
192 holdings
Santa Barbara, CA, US
Founded:2011
6 employees
Latest filing:Jun 30, 2025

TT Capital Management LLC is a US-based registered investment adviser headquartered in Santa Barbara, California. Founded by Tim Travis, the firm manages $163.2 million in assets as of May 2025 and employs 6 staff, with approximately two-thirds of those as investment professionals. TT Capital Management serves a broad range of clients, including individuals (with and without high net worth), and other investment advisers. The firm is known for its deep value investing approach and personalized portfolio management.

Investment Strategy

TT Capital Management emphasizes a deep value investing philosophy by building concentrated portfolios of hand-picked securities acquired at prices significantly below their intrinsic values. The firm's strategy is primarily focused on long-term capital growth through disciplined security selection and thorough research, with strong attention to risk management aimed at maximizing risk-adjusted returns. Investments span stocks, bonds, and other securities with an aim to generate superior income and preserve client wealth. TT Capital Management prioritizes investing intelligently, ethically, and safely to meet individual client goals for income, growth, and retirement planning.

Top Buys
J
JSIJANUS DETROIT STR TR
+$9.8M
P
PSLVSPROTT PHYSICAL SILVER TR
+$7.5M
G
GDXVANECK ETF TRUST
+$7.0M
B
BILSPDR SERIES TRUST
+$7.0M
S
SPYSPDR S&P 500 ETF TR
+$6.5M
Top Sells
S
SGOVISHARES TR
-$1.8M
V
VCSHVANGUARD SCOTTSDALE FDS
-$1.3M
E
EPREPR PPTYS
-$240.9K
T
TPLTEXAS PACIFIC LAND CORPORATI
-$133.3K
B
BPBP PLC
-$107.1K

Top Holdings

J
JAAAJANUS DETROIT STR TR
+9.0%$27.5M
S
SGOVISHARES TR
+4.7%$14.4M
J
JBBBJANUS DETROIT STR TR
+3.8%$11.8M
J
JSIJANUS DETROIT STR TR
+3.2%$9.8M
P
PSLVSPROTT PHYSICAL SILVER TR
+2.5%$7.6M

Equity Positions (190)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
J
JAAA
JANUS DETROIT STR TR8.97%$27.5M542,244$50.71$50.75+$844.6K
S
SGOV
ISHARES TR4.70%$14.4M143,199$100.32$100.69-$1.8M
J
JBBB
JANUS DETROIT STR TR3.85%$11.8M244,723$48.86$48.21+$927.1K
J
JSI
JANUS DETROIT STR TR3.18%$9.8M187,658$52.62$52.62+$9.8M
P
PSLV
SPROTT PHYSICAL SILVER TR2.49%$7.6M687,475$12.19$12.24+$7.5M

Industry Allocation

REAL ESTATE INVESTMENT TRUSTS
+9.6%
PETROLEUM REFINING
+3.3%
COMMODITY CONTRACTS BROKERS & DEALERS
+2.9%
ORDNANCE & ACCESSORIES, (NO VEHICLES/GUIDED MISSILES)
+1.9%
METAL MINING
+1.6%