Suncoast Equity Management - Donald R. Jowdy

Suncoast Equity Management a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
2,405 Followers
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Donald R. Jowdy

Donald R. Jowdy
Suncoast Equity Management

Hedge Fund Manager
Ranked #11 out of 487 Hedge Fund Managers

Portfolio Gain

+273.59%
Since Jan 2016

Sharpe Ratio

4.67
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$877.38M
Donald R. Jowdy manages more assets than 35% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+30.99%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
46.97% Technology
14.63% Healthcare
11.64% Financial
10.30% Industrial Goods
7.89% Communication Services
6.78% Consumer Cyclical
0.65% General
0.56% Basic Materials
0.50% Consumer Defensive
0.04% Real Estate
A breakdown of Suncoast Equity Management's portfolio by sector

Suncoast Equity Management Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Alphabet Class C
Reduced
Communication Services
$170.75
($148.20-$193.31)
+0.69%
-10.01%
43.02M
4.90%
FedEx
Reduced
Industrial Goods
$283.67
($253.50-$313.84)
+0.65%
-0.84%
648.62K
0.07%
Fiserv
Reduced
Technology
$163.00
($146.46-$179.53)
+12.12%
-6.08%
38.85M
4.43%
Merck & Company
Reduced
Healthcare
$120.33
($110.72-$129.93)
-8.22%
-89.05%
2.27M
0.26%
McKesson
Reduced
Healthcare
$550.96
($464.42-$637.51)
+2.94%
-7.16%
14.58M
1.66%
Eaton
Reduced
Industrial Goods
$295.98
($255.65-$336.30)
+4.25%
-4.41%
22.56M
2.57%
Visa
Reduced
Financial
$272.88
($252.70-$293.07)
+3.36%
-5.95%
41.89M
4.77%
Vanguard S&P 500 ETF
New
General
$499.40
($468.89-$529.92)
+1.18%
+100.00%
389.95K
0.04%
Mastercard
Reduced
Financial
$465.33
($428.86-$501.80)
+3.06%
-6.18%
32.18M
3.66%
WW Grainger
Reduced
Industrial Goods
$968.88
($888.75-$1.05K)
+6.29%
-6.44%
30.77M
3.51%
See a list of Suncoast Equity Management's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details

Measured Performance

Compare Suncoast Equity Management's performance with other Hedge Funds and the S&P 500

Suncoast Equity Management activity FAQ

What is Suncoast Equity Management’s portfolio gain since Jun 2013?
Suncoast Equity Management’s portfolio gain since Jun 2013 was 273.59%.
    What is Suncoast Equity Management’s Sharpe Ratio?
    Suncoast Equity Management’s Sharpe Ratio is 4.67.
      What is Suncoast Equity Management’s portfolio value?
      Suncoast Equity Management’s portfolio value is $877.38M.
        What is Suncoast Equity Management’s average return since the fund’s last 13F filing?
        Suncoast Equity Management’s average return since the fund’s last 13F filing is 2.16%.
          What was Suncoast Equity Management’s average return in the last 12 months?
          Suncoast Equity Management’s average return in the last 12 months was 39.58%.
            What was Suncoast Equity Management’s average return in the last 3 years?
            Suncoast Equity Management’s average return in the last 3 years was 30.99%.
              When was the most recent most recent 13F form submitted by Suncoast Equity Management?
              Suncoast Equity Management's most recent 13F form was submitted on Sep 30, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Donald R. Jowdy Net Worth?
                  Donald R. Jowdy is Managing Suncoast Equity Management which has a net worth of $877.38M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Donald R. Jowdy and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.