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Quaker Capital Investments is based out of Pittsburgh. Their last reported 13F filing for Q2 2023 included $280,679,195 in managed 13F securities and a top 10 holdings concentration of 96.29%. Quaker Capital Investments's largest holding is EQT Corporation (Equitable Gas Co.) with shares held of 1,658,749. Quaker Capital Investments has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 35 13F filings, and 2 13G filings


13F Activity

  • Market Value $280.679 Million
  • Prior Market Value $251.133 Million
  • New Purchases1 stock
  • Additional Purchases4 stocks
  • Sold out of2 stocks
  • Reduced holdings in3 stocks
  • Top 10 Holdings % 96.29 %
  • Turnover % [1]:15.00%
  • Turnover Alt % [2]: 4.31 %
  • Time Held Top20:10.80 quarters
  • Time Held Top10:9.40 quarters
  • Time Held All:13.80 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.


13F Sector Allocation Over Time

Fund Metrics

You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for QUAKER CAPITAL INVESTMENTS, LLC

Portfolio Analysis


Q2 2023:

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Consistent Across Past 12 Quarters:

Type of 13F Disclosure 13F Holdings Report
% of holdings ETF 0.0
% of top 20 holdings the same as top 20 most commonly held by all managers 10.0%
min max mean median min max mean median
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Sector Allocation 0.181% (ENERGY) 38.905% (CONSUMER DISCRETIONARY) 14.286% 8.076% 0.181% (ENERGY) 38.905% (CONSUMER DISCRETIONARY) 14.286% 8.076%

Risk/Reward Analysis

Portfolio Market Cap Analysis

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-08-14

Performance for Q2 2023: 14.06%
Performance Last 4 Quarters: 16.23%
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
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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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