Fpa Crescent Fund-InstFPACX

13F holders, Q1 2024 (March 31)
3holders
$40.92avg. 13F price*

At the end of Q1 2024, 3 institutions reported holding Fpa Crescent Fund-Inst (FPACX) in their 13F filings. The largest holders were Broderick Brian C ($7.2M), Hemenway Trust Co LLC ($1.7M) and Dempze Nancy E ($210K).

Company
Fpa Crescent Fund-Inst
CUSIP
30254T759
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 3Q1 2024Q2 2024: 4Q2 2024Q3 2024: 3Q3 2024Q4 2024: 4Q4 2024Q1 2025: 5Q1 2025Q2 2025: 5Q2 2025Q3 2025: 4Q3 2025Q4 2025: 3Q4 2025Q1 2026: 4Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$210K
Exits1$235K

Ownership 3 holders

Broderick Brian C 1.54% No change 175,973 $7.2M
Hemenway Trust Co LLC 0.15% No change 41,593 $1.7M
Dempze Nancy E 0.16% New 5,135 $210K

"% of holder's portfolio" is FPACX's weight in each manager's 13F, not the share of Fpa Crescent Fund-Inst the manager owns.