Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST BRANCH CAPITAL LLC | 01-19-2024 | 12-31-2023 | 443 | 212,721,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHARTER COMMUNICATIONS INC N | CL A | 301 | $16,399 | 42 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIVE BELOW INC | COM | 302 | $15,987 | 75 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FISERV INC | COM | 303 | $15,941 | 120 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 304 | $15,843 | 77 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
