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Home > Institutional Investor > Lee Equity Partners, Llc > Profile

Instuitional Investor - Lee Equity Partners, Llc

Fund Profile
Filing Period:
Fund Name: Lee Equity Partners, Llc
Portfolio Value $71,092,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Independent Bank Group Inc.
 IBTX 1,096,796 $50,200,000 70.61%
2.
Papa Murphy's Holdings Inc.
 FRSH 4,398,284 $20,892,000 29.38%
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)