Castleton Investment Management is an investment fund managing more than $9.75 million ran by Duane Duclaux. There is currently 1 company in Mr. Duclaux’s portfolio. The largest and only investment include CME worth $9.75 million.
As of 7th October 2020, Castleton Investment Management’s top holding is 60,000 shares of CME currently worth over $9.75 million and making up 100.0% of the portfolio value.
Relative to the number of outstanding shares of CME, Castleton Investment Management owns more than approximately 0.1% of the company.
Currently, Castleton Investment Management's portfolio is worth at least $9.75 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.
The Castleton Investment Management office and employees reside in Stamford, Connecticut. According to the last 13-F report filed with the SEC, Duane Duclaux serves as the Secretary at Castleton Investment Management.
The two most similar investment funds to Castleton Investment Management are Toronto Dominion (new York) and Shoals Capital Management L.P.. They manage $9.74 million and $9.81 million respectively.
Castleton Investment Management’s portfolio is diversified across 1 sector.
Currently, their heaviest sector is Finance — making up 100.0% of
the total portfolio value.
The fund focuses on investments in the United States as
100.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
100% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $58.8 billion.
These positions were updated on August 13th 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 |
|---|---|---|---|
| CME Group, Inc. |
No change
60,000
|
$9,752,000 | 100.00% |
| No transactions found | |||
| Showing first 500 out of 1 holdings | |||