EMPIRICAL CAPITAL MANAGEMENT, LLC

HTTP://WWW.EMPIRICALCAPITAL.COM HENDERSONVILLE, TN Investment Advisor How do I update this listing?

Empirical Capital Management is based out of Hendersonville. Empirical Capital Management is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2020-03-16). Their last reported 13F filing for Q1 2020 included $62,139,000 in managed 13F securities and a top 10 holdings concentration of 74.35%. Empirical Capital Management's largest holding is Marten Transport Ltd with shares held of 400,800. Whalewisdom has at least 13 13F filings

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03/31/2020

13F Activity

  • Market Value $62.139 Million
  • Prior Market Value $84.067 Million
  • New Purchases9 stocks
  • Additional Purchases6 stocks
  • Sold out of3 stocks
  • Reduced holdings in4 stocks
  • Top 10 Holdings % 74.35 %
  • Turnover % [1]:52.17%
  • Turnover Alt % [2]: 31.04 %
  • Time Held Top20:1.35 quarters
  • Time Held Top10:1.20 quarters
  • Time Held All:1.17 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 50.3%
Performance Last 4 Quarters: -1.93%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

EMPIRICAL CAPITAL MANAGEMENT, LLC
Classified as Hedge Fund
100 BLUEGRASS COMMONS BLVD. SUITE 350
HENDERSONVILLE TN    37075
Country: United States

Business Phone: 615-824-1445
Fax: 615-431-4046
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees:
Other Business Activities:
Advisor Fees/Compensation:
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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