Tetrad portfolio
Single-position portfolioPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 6, 2026 · data updated on Nov 6, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Tetrad reported a $1.0 bn portfolio of 3 positions to the SEC as of the end of Q3 2026. Its largest positions are BRK/B, USB, EPD.
Sections with a free account
What changed this quarter
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Berkshire HathawayBRK/B92.3%
- US Bancorp \de\USB4.0%
- Enterprise Products PartnersEPD3.8%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Financials 96%
- ● Energy 4%
How its portfolio changed (8 quarters)
Q3 2026: 3
Q3 2026: 100%
Q3 2026: 0.0%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; a single position is more than 70% of the portfolio. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Wolf Hill Capital ManagementInvestment firm · $1.0 bn
- Engine Capital ManagementInvestment firm · $1.0 bn
- Apis Capital AdvisorsInvestment firm · $1.0 bn
- Melqart Asset Management (UK)Investment firm · $1.1 bn
- Fort Baker Capital ManagementInvestment firm · $1.0 bn
- Minneapolis Portfolio Management Group$1.1 bn