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Portfolio (Quarterly) Guide ↗

Global Endowment Management, LP

· CIK 0001512237
13F Portfolio $896M AUM 126 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 45 Added 26 Reduced 19 Exited
Page 7 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ITA ISHARES TR 1,140.0 $249K 0.03% $218.42 -0.0%
122 SPLB SPDR SERIES TRUST 10,442.0 $232K 0.03% -8K -42.2% $22.22 -2.1%
123 SHC SOTERA HEALTH CO Healthcare 16,024.0 $230K 0.03% -3K -17.7% $14.35 +6.9%
124 EWW ISHARES INC 3,000.0 $226K 0.03% $75.33 +2.9%
125 GEN GEN DIGITAL INC Technology 11,715.0 $221K 0.03% +3K +39.1% $18.86 +29.0%
126 HTGC HERCULES CAPITAL INC Financial Services 12,000.0 $177K 0.02% -8K -40.0% $14.75 +4.4%
Page 7 of 7  ·  126 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.7%
Financial Services 31.6%
Communication Services 20.2%
Consumer Cyclical 3.6%
Healthcare 1.7%
Basic Materials 1.0%
Consumer Defensive 0.5%
Industrials 0.2%
Real Estate 0.2%
Utilities 0.2%