53 House LLP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), 53 House LLP reported 3 stock positions worth $58.5 million. Its top holding was Unitedhealth (UNH) at 55.2% of the portfolio, followed by Tal Education Group- ADR (TAL, 31.3%) and Six Flags Entertainment (SIX, 13.5%). Compared with Q2 2024, it sold out of 8 and reduced 3. The biggest sale was Six Flags Entertainment (SIX, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001636974
- Portfolio Value
- $58.5M (Q3 2024)
- SEC Filing
- 0001636974-24-000007 ↗ filed Nov 14, 2024
Holdings Value
Holdings 3 stocks · $58.5M
Portfolio Sells Q2 2024 → Q3 2024
| SIX Six Flags Entertainment Corp. | Reduce -94.6% | 13.48% | −14.86 |
| WDC Western Digital Corp. | Sold out | 0.00% | −13.99 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −12.02 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −8.03 |
| EDU New Oriental Educatio-SP ADR | Sold out | 0.00% | −7.22 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −6.85 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −3.50 |
| GDXJ Vaneck Junior Gold Miners | Sold out | 0.00% | −2.72 |
| HOG Harley-Davidson Inc. | Sold out | 0.00% | −0.64 |
| TAL Tal Education Group- ADR | Reduce -31.3% | 31.30% | +25.60 |
| UNH Unitedhealth Group Inc. | Reduce -39.1% | 55.22% | +44.24 |
Portfolio Buys Q2 2024 → Q3 2024
| None this quarter. | |||