TIMBER CREEK CAPITAL MANAGEMENT LLC

HTTP://WWW.TIMBERCREEK-CAPITAL.COM BOSTON, MA Investment Advisor How do I update this listing?

Timber Creek Capital Management is based out of Boston. Timber Creek Capital Management is a large advisory firm with 42 clients and discretionary assets under management (AUM) of $431,800,000 (Form ADV from 2020-06-30). Their last reported 13F filing for Q2 2020 included $159,514,000 in managed 13F securities and a top 10 holdings concentration of 47.4%. Timber Creek Capital Management's largest holding is Amazon.com Inc. with shares held of 3,744. Whalewisdom has at least 43 13F filings

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06/30/2020

13F Activity

  • Market Value $159.514 Million
  • Prior Market Value $137.05 Million
  • New Purchases3 stocks
  • Additional Purchases18 stocks
  • Sold out of13 stocks
  • Reduced holdings in36 stocks
  • Top 10 Holdings % 47.40 %
  • Turnover % [1]:13.45%
  • Turnover Alt % [2]: 8.29 %
  • Time Held Top20:10.80 quarters
  • Time Held Top10:12.60 quarters
  • Time Held All:20.87 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.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

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

Performance for Q1 2020: 27.31%
Performance Last 4 Quarters: 3.29%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

TIMBER CREEK CAPITAL MANAGEMENT, LLC
44 SCHOOL STREET SUITE 410
BOSTON MA    02108
Country: United States

Business Phone: 617-722-0855
Fax: 617-722-0851
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 42
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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TIMBER CREEK CAPITAL MANAGEMENT, LLC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
BRENNECKE, JOHN, WILL THOMAS MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 01/01/2008 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TIMBER CREEK CAPITAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-01-01
TIMBER CREEK CAPITAL MANAGEMENT, LLC MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-01-01
BRENNECKE, THOMAS, RAYMOND MANAGING MEMBER 03/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
TIMBER CREEK CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2008-03-01

TIMBER CREEK CAPITAL MANAGEMENT, LLC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

TIMBER CREEK CAPITAL MANAGEMENT, LLC

ownership team - last updated 2019-08-28
Name Title Start Date Direct/Indirect % Ownership
BRENNECKE, JOHN, WILL THOMAS MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 01/01/2008 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TIMBER CREEK CAPITAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-01-01
TIMBER CREEK CAPITAL MANAGEMENT, LLC MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-01-01
BRENNECKE, THOMAS, RAYMOND MANAGING MEMBER 03/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
TIMBER CREEK CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2008-03-01

TIMBER CREEK CAPITAL MANAGEMENT, LLC

ownership team - last updated 2019-03-11
Name Title Start Date Direct/Indirect % Ownership
BRENNECKE, JOHN, WILL THOMAS MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 01/01/2008 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TIMBER CREEK CAPITAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-01-01
TIMBER CREEK CAPITAL MANAGEMENT, LLC MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-01-01
BRENNECKE, THOMAS, RAYMOND MANAGING MEMBER 03/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
TIMBER CREEK CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2008-03-01

TIMBER CREEK CAPITAL MANAGEMENT, LLC

ownership team - last updated 2017-03-24
Name Title Start Date Direct/Indirect % Ownership
BRENNECKE, JOHN, WILL THOMAS MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 01/01/2008 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TIMBER CREEK CAPITAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-01-01
TIMBER CREEK CAPITAL MANAGEMENT, LLC MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-01-01
BRENNECKE, THOMAS, RAYMOND MANAGING MEMBER 03/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
TIMBER CREEK CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2008-03-01

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