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Home > Institutional Investor > Crescent Grove Advisors, Llc > Profile

Instuitional Investor - Crescent Grove Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Crescent Grove Advisors, Llc
Portfolio Value $896,942,920
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Zurn Water Solutions
 2,125,854 $62,521,366 6.97%
2.
Dun & Bradstreet Holdings Inc.
 DNB 5,140,429 $60,143,019 6.7%
3.
Ishares Trust
 IEF 100,932 $48,208,209 5.37%
4.
Ncr Voyix Corp
 VYX 2,685,778 $45,416,505 5.06%
5.
Fidelity National Information Services Inc.
 FIS 667,054 $40,069,907 4.46%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)