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FINE CAPITAL PARTNERS, L.P.

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NEW YORK NY Investment Advisor Hedge Fund Activist Investor
13F Summary
Fine Capital Partners is based out of New York. Fine Capital Partners is a hedge fund with 2 clients and discretionary assets under management (AUM) of $802,827,350 (Form ADV from 2024-08-22). Their last reported 13F filing for Q4 2024 included $666,551,097 in managed 13F securities and a top 10 holdings concentration of 100.0%. Fine Capital Partners's largest holding is Light & Wonder Inc with shares held of 7,716,498. Whalewisdom has at least 77 13F filings, 89 13D filings, 93 13G filings, and 14 Form 4 filings
Business Description
Fine Capital Partners, L.P. is an investment advisory firm that manages funds. The firm reviews its funds on a continual basis to ensure they conform to investment objectives and guidelines. They distribute an audited financial report for each fund annually, as well as monthly net asset value updates and performance reports. Fine Capital Partners does not utilize third-party marketers or solicitors for client referrals and does not provide advice to parties other than the investors in the Funds. They also do not provide other advisory services to the investors in the Funds. As an investment advisory firm, they have a fiduciary duty to seek best execution for client transactions. They seek to obtain the best overall qualitative execution in the particular circumstances, not necessarily the lowest commission. They do not engage in any principal transactions.
Investment Strategy
Fine Capital Partners employs a long-term investment strategy focused on fundamental security-level research. They evaluate investments based on factors like market valuation, competitive position, profit outlook, management capabilities, capital structure, and cash flow generation. Their investment decisions are based on publicly available information and discussions with potential portfolio company management. While the majority of their investments are expected to be in U.S. equity securities, there are no limitations on the types of investments, asset classes, or geographic regions they can invest in. Fine Capital Partners utilizes leverage, borrowing funds to increase capital available for marketable securities investments. They reserve the right to modify their investment objectives and strategies at any time, subject to the terms of governing agreements.
Owners
  • FINE, DEBRA, JANE - CHAIRMAN AND FOUNDER
  • FINE CAPITAL ADVISORS, LLC - GENERAL PARTNER
  • JOZWIAK, BRIAN, CHRISTOPHER - OUTSOURCED CFO & COO
  • SCHNEIDER, MARTIN, IVAR - PARTNER
  • WHITCHER, JONATHAN, PATRICK - CCO & CIO
  • Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2024-12-31

Top Buys (13F)

Name % Change

2024-12-31

Top Sells (13F)

Name % Change

2024-12-31

13F Holdings Summary

Name $ Change
LNW Light & Wonder Inc 100%

2024-12-31

13F Activity

Market Value $0.67b, Prior: $0.70b
Inflows (Outflows) as % of Total MV (-0.3224)%
New Purchases 0 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 100%
Turnover %[1] 0%
Turnover Alt %[2] 0%
Time Held Top 20 56 quarters
Time Held Top 10 54 quarters
Time Held All 56 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.

2024-12-31

13F Sector Allocation Over Time

limited to past 4 quarters. Subscribe to see all available data

2024-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31

Portfolio Performance