CAMPBELL CAPITAL MANAGEMENT INC

HTTP://WWW.CAMCAP.COM MIAMI, FL Investment Advisor How do I update this listing?

Also known as:

  • CAMPBELL CLAY GILE /ADV

Campbell Capital Management is based out of Miami. Campbell Capital Management is a large advisory firm with 149 clients and discretionary assets under management (AUM) of $168,978,594 (Form ADV from 2019-03-29). Their last reported 13F filing for Q1 2019 included $138,255,000 in managed 13F securities and a top 10 holdings concentration of 56.94%. Campbell Capital Management's largest holding is Alphabet Inc. Class C with shares held of 10,408. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $138.255 Million
  • Prior Market Value $78.442 Million
  • New Purchases15 stocks
  • Additional Purchases11 stocks
  • Sold out of2 stocks
  • Reduced holdings in13 stocks
  • Top 10 Holdings % 56.94 %
  • Turnover % [1]:37.78%
  • Turnover Alt % [2]: 38.42 %
  • Time Held Top20:0.50 quarters
  • Time Held Top10:0.70 quarters
  • Time Held All:0.67 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 1.32%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CAMPBELL CAPITAL MANAGEMENT INC
9400 S DADELAND BLVD STE 111
MIAMI FL    33156-2811
Country: United States

Business Phone: 305-670-3140
Fax: 305-670-3142
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: FL
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 149
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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CAMPBELL CAPITAL MANAGEMENT INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
CAMPBELL, CLAY, GILE PRESIDENT / CHIEF COMPLIANCE OFFICER 01/01/1992 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAMPBELL CAPITAL MANAGEMENT INC PRESIDENT / CHIEF COMPLIANCE OFFICER direct 1992-01-01
CAMPBELL CAPITAL MANAGEMENT INC PRESIDENT direct 1992-01-01 2005-03-31

CAMPBELL CAPITAL MANAGEMENT INC

ownership team - last updated 2017-03-20
Name Title Start Date Direct/Indirect % Ownership
CAMPBELL, CLAY, GILE PRESIDENT / CHIEF COMPLIANCE OFFICER 01/01/1992 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAMPBELL CAPITAL MANAGEMENT INC PRESIDENT / CHIEF COMPLIANCE OFFICER direct 1992-01-01
CAMPBELL CAPITAL MANAGEMENT INC PRESIDENT direct 1992-01-01 2005-03-31

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