Wayzata Investment Partners is based out of Wayzata. Wayzata Investment Partners is a hedge fund with 2 clients and discretionary assets under management (AUM) of $376,008,738 (Form ADV from 2024-03-29). Whalewisdom has at least 48 13F filings, 2 13D filings, 28 13G filings, and 1 Form 4 filings
Investment Strategy
Wayzata's investment strategy primarily focuses on special situations, including companies in bankruptcy or undergoing financial restructuring. They invest across the capital structure in debt or equity securities that they believe are undervalued. Their approach emphasizes comprehensive credit research, due diligence, and a focus on companies with underlying physical assets.
Wayzata distinguishes itself from competitors by focusing on controlling risk through investments in companies with physical assets, targeting the small to middle-market sectors, actively participating in bankruptcy or restructuring processes, and investing in both complicated situations and cyclical sectors to achieve superior long-term, risk-adjusted returns.
Owners
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Known Email Addresses
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Other Contact Information
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2024-06-30
Top Buys (13F)
| Name | % Change |
|---|
2024-06-30
Top Sells (13F)
| Name | % Change |
|---|
2024-06-30
13F Holdings Summary
2024-06-30
13F Activity
| Market Value | $0, Prior: $70.8m |
| New Purchases | 0 stocks |
| Added To | 0 stocks |
| Sold out of | 0 stocks |
| Reduced holdings in | 0 stocks |
| Top 10 Holdings % | % |
| Turnover %[1] | % |
| Turnover Alt %[2] | % |
| Time Held Top 20 | quarters |
| Time Held Top 10 | quarters |
| Time Held All | 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.
2024-06-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-06-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-06-30