Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FERNWOOD INVESTMENT MANAGEMENT LLC | 02-05-2024 | 12-31-2023 | 194 | 303,301,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | Stock | 1 | $15,455,597 | 82,939 | 0.01 | 0.00 | 1,081 | 1.32 | 12-31-2023 |
| TEXAS PACIFIC LAND CORPORATION COM | Stock | 2 | $12,829,149 | 8,159 | 0.00 | 0.01 | 30 | 0.37 | 12-31-2023 |
| ISHARES S&P 500 INDEX | ETF | 3 | $11,695,923 | 24,487 | 0.00 | 0.00 | 2,082 | 9.29 | 12-31-2023 |
| BRIDGEBIO PHARMA INC COM | Stock | 4 | $9,507,942 | 235,520 | 0.00 | 0.00 | -100 | -0.04 | 12-31-2023 |
