Basic Stats
Insider Profile KOONCE CALVIN SCOTT
Portfolio Value $ 120,694,335
Current Positions 2
Latest Holdings, Performance, AUM (from 13F, 13D)

Koonce Calvin Scott has disclosed 2 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 120,694,335 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Koonce Calvin Scott’s top holdings are VSE Corporation (US:VSEC) , and Baytex Energy Corp. (US:BTE) . Koonce Calvin Scott’s top industries are "Engineering, Accounting, Research, Management, And Related Services" (sic 87) .

Koonce Calvin Scott - 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 %
1.87 120.63 99.9485 0.0361
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 %
0.02 0.06 0.0515 -0.0361
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
2024-11-25 13D/A VSEC / VSE Corporation 1,185,870 1,011,450 -14.71 4.96 -14.48
13F and Fund Filings

This form was filed on 2024-01-29 for the reporting period 2023-12-31. 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
(%)
VSEC / VSE Corporation 1.87 0.00 120.63 28.09 99.9485 0.0361
BTE / Baytex Energy Corp. 0.02 0.00 0.06 -24.39 0.0515 -0.0361