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Kinetics Spin-Off and Corp Rest Adv C LSHCX

Medalist Rating as of | See Kinetics Investment Hub
  • NAV / 1-Day Return 18.88  /  +0.80 %
  • Total Assets 23.2 Mil
  • Adj. Expense Ratio
    2.380%
  • Expense Ratio 2.380%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.13%
  • Turnover 1%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:16 PM GMT+0

Morningstar’s Analysis LSHCX

Will LSHCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Ceasing Coverage of Kinetics Spin-Off and Corporate Restructuring

null Tony Thomas

Tony Thomas

Analyst Note

Morningstar will cease full analyst coverage of Kinetics Spin-Off and Corporate Restructuring on or about May 31, 2024, so our analysts can spend more time researching other strategies. In the future, this strategy will receive an algorithmically assigned Morningstar Medalist Rating. Users should form their own views on this strategy or obtain financial advice.

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Portfolio Holdings LSHCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 84.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Texas Pacific Land Corp

59.70 13.5 Mil
Energy

US BANK MMDA - USBGFS 7

16.14 3.6 Mil
Cash and Equivalents

CSW Industrials Inc

8.26 1.9 Mil
Industrials

Associated Capital Group Inc Class A

5.42 1.2 Mil
Financial Services

GAMCO Investors Inc Class A

3.50 790,275
Financial Services

Civeo Corp

2.51 566,680
Industrials

Capital Southwest Corp

1.64 369,720
Financial Services

PrairieSky Royalty Ltd

0.94 211,856
Energy

Liberty Formula One Group A

0.92 208,728
Communication Services

DREAM Unlimited Corp Registered Shs -A- Subord Vtg

0.85 191,449
Real Estate