PECAUT & COMPANY .

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Pecaut & Company . is based out of Sioux City. Pecaut & Company . is a large advisory firm with 148 clients and discretionary assets under management (AUM) of $220,856,948 (Form ADV from 2020-06-26). Their last reported 13F filing for Q2 2020 included $127,660,000 in managed 13F securities and a top 10 holdings concentration of 63.19%. Pecaut & Company .'s largest holding is Apple Inc with shares held of 53,731. Pecaut & Company . has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 30 13F filings

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06/30/2020

13F Activity

  • Market Value $127.66 Million
  • Prior Market Value $110.164 Million
  • New Purchases7 stocks
  • Additional Purchases3 stocks
  • Sold out of7 stocks
  • Reduced holdings in34 stocks
  • Top 10 Holdings % 63.19 %
  • Turnover % [1]:22.58%
  • Turnover Alt % [2]: 7.84 %
  • Time Held Top20:13.25 quarters
  • Time Held Top10:12.20 quarters
  • Time Held All:13.16 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.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 13.48%
Performance Last 4 Quarters: -1.31%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

PECAUT & CO.
401 DOUGLAS ST, STE 415
SIOUX CITY IA    51101
Country: United States

Business Phone: 712-252-3268
Fax: 712-566-5073
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: IA
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 148
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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Insider Transactions in the past year

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PECAUT & CO.

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
PECAUT, DANIEL, SCOTT CHIEF INVESTMENT OFFICER AND CHAIRMAN 08/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
PECAUT & CO. PRESIDENT direct 1993-04-01
WRENN, COREY, JOHN CHIEF EXECUTIVE OFFICER AND PRESIDENT 08/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PECAUT & CO. CHIEF COMPLIANCE OFFICER direct 2004-01-01
PECAUT & CO. TRASURER direct 1993-04-01 2004-01-13
PECAUT & CO. CCO direct 2004-01-01 2005-11-28
PECAUT, JOHN, CHRISTIAN CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT 08/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PECAUT & CO. VICE PRESIDENT direct 2017-10-01

PECAUT & CO.

ownership team - last updated 2019-11-22
Name Title Start Date Direct/Indirect % Ownership
PECAUT, DANIEL, SCOTT CHIEF INVESTMENT OFFICER AND CHAIRMAN 08/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
PECAUT & CO. PRESIDENT direct 1993-04-01
WRENN, COREY, JOHN CHIEF EXECUTIVE OFFICER AND PRESIDENT 08/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PECAUT & CO. CHIEF COMPLIANCE OFFICER direct 2004-01-01
PECAUT & CO. TRASURER direct 1993-04-01 2004-01-13
PECAUT & CO. CCO direct 2004-01-01 2005-11-28
PECAUT, JOHN, CHRISTIAN CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT 08/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PECAUT & CO. VICE PRESIDENT direct 2017-10-01

PECAUT & CO.

ownership team - last updated 2018-11-28
Name Title Start Date Direct/Indirect % Ownership
PECAUT, DANIEL, SCOTT CHIEF INVESTMENT OFFICER AND CHAIRMAN 08/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PECAUT & CO. PRESIDENT direct 1993-04-01
WRENN, COREY, JOHN CHIEF EXECUTIVE OFFICER AND PRESIDENT 08/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PECAUT & CO. CHIEF COMPLIANCE OFFICER direct 2004-01-01
PECAUT & CO. TRASURER direct 1993-04-01 2004-01-13
PECAUT & CO. CCO direct 2004-01-01 2005-11-28
PECAUT, JOHN, CHRISTIAN CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT 08/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
PECAUT & CO. VICE PRESIDENT direct 2017-10-01

PECAUT & CO.

ownership team - last updated 2017-11-22
Name Title Start Date Direct/Indirect % Ownership
PECAUT, DANIEL, SCOTT PRESIDENT 04/01/1993 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PECAUT & CO. PRESIDENT direct 1993-04-01
WRENN, COREY, JOHN CHIEF COMPLIANCE OFFICER 01/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PECAUT & CO. CHIEF COMPLIANCE OFFICER direct 2004-01-01
PECAUT & CO. TRASURER direct 1993-04-01 2004-01-13
PECAUT & CO. CCO direct 2004-01-01 2005-11-28
PECAUT, JOHN, CHRISTIAN VICE PRESIDENT 10/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
PECAUT & CO. VICE PRESIDENT direct 2017-10-01

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