The Analysis of Inherent Management Corp.'s Holdings


Currently, Inherent Management Corp. holds 8 types of securities in its portfolio with a total value $174.4M. In the most recent quarter, they have increased their positions in VEA (+1.2M shares, valued at $70.2M), URTH (+60.6K shares, valued at $11.0M), SHC (+375.4K shares, valued at $5.9M); decreased their positions in OEC (-5.3K shares, valued at $39.8K); initiated new positions in VEA (+1.2M shares, valued at $70.2M), URTH (+60.6K shares, valued at $11.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS1.2M sharesnew addition2025-09-302025-11-14history
IEMG ISHARES INC415.6K shares0.00%2025-09-302025-11-14history
PAX PATRIA INVESTMENTS LIMITED1.5M shares1.18%2025-09-302025-11-14history
NEE NEXTERA ENERGY INC260.0K shares0.00%2025-09-302025-11-14history
SHC SOTERA HEALTH CO972.7K shares62.86%2025-09-302025-11-14history
URTH ISHARES INC60.6K sharesnew addition2025-09-302025-11-14history
OEC ORION S.A.851.5K shares-0.61%2025-09-302025-11-14history
EVTL VERTICAL AEROSPACE LTD530.0K shares60.61%2025-09-302025-11-14history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available