New Capital Management LP

**New Capital Management LP** manages $398M across a concentrated portfolio of 55 positions. The fund exhibits significant conviction in select names, with its top holding in DFAC representing $105.3M. Further substantial allocations include DFAX at $77.0M and BRK/B at $54.1M, indicating a focus on established, high-conviction equity plays. This structure suggests a disciplined, bottom-up approach targeting outsized returns within core sectors.

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