The Analysis of Inherent Management Corp.'s Holdings & P&L


Currently, Inherent Management Corp. holds 9 types of securities in its portfolio with a total value $196.8M. In the most recent quarter, they have increased their positions in STEP (+233.7K shares, valued at $11.2M), SHC (+487.3K shares, valued at $7.0M), PX (+550.0K shares, valued at $4.0M); initiated new positions in STEP (+233.7K shares, valued at $11.2M), PX (+550.0K shares, valued at $4.0M).


1M P&L
+148.6K+0.07%
3M P&L
+655.4K+0.32%
HY P&L
-10.4M-4.80%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A115.0M
58.4%
2Utilities - Regulated Electric26.4M
13.4%
3Diagnostics & Research23.8M
12.1%

Top Industries by Stock Count

1N/A3 stocks
33.3%
2Asset Management2 stocks
22.2%
3Aerospace & Defense2 stocks
22.2%
Stock Holdings
VEA
VANGUARD TAX-MANAGED FDS
0.00%
Shares1.2M
Event2026-03-31
Filed2026-05-14
IEMG
ISHARES INC
0.00%
Shares415.6K
Event2026-03-31
Filed2026-05-14
NEE
NEXTERA ENERGY INC
9.42%
Shares284.5K
Event2026-03-31
Filed2026-05-14
SHC
SOTERA HEALTH CO
41.55%
Shares1.7M
Event2026-03-31
Filed2026-05-14
TDG
TRANSDIGM GROUP INC
29.87%
Shares10.0K
Event2026-03-31
Filed2026-05-14
STEP
STEPSTONE GROUP INC
New
Shares233.7K
Event2026-03-31
Filed2026-05-14
URTH
ISHARES INC
0.00%
Shares60.6K
Event2026-03-31
Filed2026-05-14
EVTL
VERTICAL AEROSPACE LTD
63.82%
Shares2.2M
Event2026-03-31
Filed2026-05-14
PX
RIDGEPOST CAP INC
New
Shares550.0K
Event2026-03-31
Filed2026-05-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Inherent Management Corp. Institutional Holdings, Portfolio & P&L β€” TradeFomo