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The Analysis of Jerrilyn M Hoffmann Revocable Trust dated May 30, 2001's Holdings & P&L
Currently, Jerrilyn M Hoffmann Revocable Trust dated May 30, 2001 holds 1 types of securities in its portfolio with a total value $108.2M. In the most recent quarter, they have increased their positions in LEE (+357.0K shares, valued at $3.2M).
1M P&L
+8.2M+4.40%
3M P&L
+75.2M+63.06%
HY P&L
+98.1M+101.95%
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
1Publishing168.7M
100.0%
Top Industries by Stock Count
1Publishing2 stocks
100.0%
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Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
3.10%
Shares11.9M
Event2026-03-03
Filed2026-03-17
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available