George Zachary 13F annual report
George Zachary is an investment fund managing more than $1.86 million ran by David Lorber. There are currently 3 companies in Mr. Lorber’s portfolio. The largest investments include Colony Cap Inc New and Marriott Vacations Wrldwde C, together worth $1.47 million.
$1.86 million Assets Under Management (AUM)
As of 7th October 2020, George Zachary’s top holding is 174,600 shares of Colony Cap Inc New currently worth over $1.05 million and making up 56.7% of the portfolio value.
In addition, the fund holds 4,000 shares of Marriott Vacations Wrldwde C worth $414 thousand.
The third-largest holding is Colony Cr Real Estate Inc worth $390 thousand.
Currently, George Zachary's portfolio is worth at least $1.86 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at George Zachary
The George Zachary office and employees reside in Greenwich, Connecticut. According to the last 13-F report filed with the SEC, David Lorber serves as the officer at George Zachary.
Recent trades
In the most recent 13F filing, George Zachary revealed that it had increased its stake in
Colony Cap Inc New and bought 35,000 additional shares worth around .
On the other hand, David Lorber disclosed a decreased stake in Marriott Vacations Wrldwde C by 0.6%.
This leaves the value of the investment at $414 thousand and 4,000 shares.
One of the smallest hedge funds
The two most similar investment funds to George Zachary are Commerce Bancshares, Inc and Dumont Global L.P.. They manage $1.9 million and $1.7 million respectively.
The complete list of George Zachary trades based on 13F SEC filings
These positions were updated on October 25th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Colony Cap Inc New |
25.07%
174,600
|
$1,051,000 | 56.66% |
| Marriott Vacations Wrldwde C |
64.60%
4,000
|
$414,000 | 22.32% |
| Colony Cr Real Estate Inc |
125.00%
27,000
|
$390,000 | 21.02% |
| No transactions found | |||
| Showing first 500 out of 3 holdings | |||
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