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Hamilton Helmer

Hamilton Helmer

Strategy Capital LLC

·

CIK

1592413

Investor and author known for his "7 Powers Framework" for business strategy, focusing on identifying businesses with strong and enduring competitive advantages.

26 Jun 2025

Last Update

AUM
$1.05B
Holdings
10
ROI %
48.90%
QoQ%
21.52%
Avg. Holding Period
3y

SEC Filings

Form
Name
Filing Date
Report Date
13F-HR
Quarterly report filed by institutional managers, Holdings
13 May 2025
31 Mar 2025
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Feb 2025
31 Dec 2024
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
14 Nov 2024
30 Sep 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Nov 2024
30 Sep 2024
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
22 Aug 2024
30 Jun 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Aug 2024
30 Jun 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
14 May 2024
31 Mar 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Feb 2024
31 Dec 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Nov 2023
30 Sep 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
11 Aug 2023
30 Jun 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
12 May 2023
31 Mar 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Feb 2023
31 Dec 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
10 Nov 2022
30 Sep 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Aug 2022
30 Jun 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
13 May 2022
31 Mar 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
11 Feb 2022
31 Dec 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Nov 2021
30 Sep 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Aug 2021
30 Jun 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
14 May 2021
31 Mar 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Feb 2021
31 Dec 2020
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Nov 2020
30 Sep 2020
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Aug 2020
30 Jun 2020

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