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Portfolio (Quarterly) Guide ↗

WINEBRENNER CAPITAL MANAGEMENT LLC

· CIK 0002047728
13F Portfolio $150M AUM 138 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 11 New 29 Added 41 Reduced
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 F FORD MTR CO Consumer Cyclical 13,347.0 $175K 0.12% -93.0 -0.7% $13.12 +5.7%
Page 3 of 3  ·  41 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 24.5%
Financial Services 24.3%
Energy 11.7%
Consumer Defensive 10.6%
Consumer Cyclical 9.2%
Communication Services 5.7%
Industrials 4.7%
Real Estate 4.0%
Basic Materials 2.7%
Healthcare 1.9%