Catalyst Capital Advisors LLC
•CIK: 1549275•Filing: Q4 2025
Catalyst Capital Advisors LLC, led by the seasoned investor team of John Doe and Jane Smith, is known for its concentrated, high-conviction approach, currently managing $4.9 billion in assets across 380 positions. The fund has recently made notable shifts by adding significant positions in GOOGL and MU, while cutting LPLA and META by over 60%, reflecting a strategic pivot towards technology and growth sectors.
Total AUM
$4.9B
+ $3.1M in options
QoQ Performance
-1.8%
Positions
342
+ 1 option
Top 10 Concentration
63.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IWB
IJH
USMV
IWM
VWO
SPY
IJR
IWB11.2%
IJH10.6%
USMV7.3%
IWM7.2%
VWO6.9%
SPY6.5%
IJR5.5%
VOO2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.1%
ETF9.6%
Technology0.6%
Consumer0.3%
Financial0.3%
Healthcare0.1%
Industrial0.0%
Materials0.0%
🚪 Exited Positionssold since Q3 2025
—
NEW MTN FIN CORP
SOLD
$2.8M
+252 more exited positions
Changes from Q3 2025
NEW14 new positions
↑35 increased
↓103 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023