Basic Stats
Insider Profile GOFF JOHN C
Portfolio Value $ 70,717,766
Current Positions 7
Latest Holdings, Performance, AUM (from 13F, 13D)

Goff John C has disclosed 7 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 70,717,766 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Goff John C’s top holdings are Crescent Energy Company (US:CRGY) , Alpine Income Property Trust, Inc. (US:PINE) , GameSquare Holdings, Inc. (US:GAME) , FTAI Aviation Ltd. (US:FTAI) , and Microsoft Corporation (US:MSFT) . Goff John C’s top industries are "Oil And Gas Extraction" (sic 13) .

Goff John C - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
4.68 59.21 83.7319 3.5146
0.05 0.26 0.3740 0.0178
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.53 8.75 12.3732 -1.9094
0.76 1.66 2.3484 -1.4448
0.00 0.33 0.4644 -0.1177
0.01 0.46 0.6494 -0.0409
0.01 0.04 0.0588 -0.0195
13D/G Filings

This is a list of 13D and 13G filings made in the last year (if any). Click the link icon to see the full transaction history. Green rows indicate new positions. Red rows indicate closed positions.

File Date Form Security Prev
Shares 		Current
Shares 		ΔShares % % Ownership
 % ΔOwnership
2025-08-22 13D/A GAME / GameSquare Holdings, Inc. 6,342,653 6,342,653 0.00 6.40 -61.21
2025-05-23 13D/A CRGY / Crescent Energy Company 9,741,648 9,805,786 0.66 3.80 -30.78
13F and Fund Filings

This form was filed on 2023-11-03 for the reporting period 2023-09-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
CRGY / Crescent Energy Company 4.68 0.00 59.21 21.31 83.7319 3.5146
PINE / Alpine Income Property Trust, Inc. 0.53 0.00 8.75 0.68 12.3732 -1.9094
GAME / GameSquare Holdings, Inc. 0.76 0.00 1.66 -28.08 2.3484 -1.4448
FTAI / FTAI Aviation Ltd. 0.01 -2.64 0.46 9.29 0.6494 -0.0409
MSFT / Microsoft Corporation 0.00 0.00 0.33 -7.34 0.4644 -0.1177
HLLY / Holley Inc. 0.05 0.00 0.26 22.22 0.3740 0.0178
FIP / FTAI Infrastructure Inc. 0.01 0.00 0.04 -12.77 0.0588 -0.0195