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| Running Oak Capital LLC
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| CRD # | 286656 |
| SEC # | 801-110116 |
| CIK # | 0001803994, 0001724799 |
| AUM | 874.7 M (2026-05-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 919-656-3712 |
| Address | 4519 W 56th St Edina, MN 55424 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001803994 0001724799 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| TJX Companies Inc /DE/ | 16.3 | |
| Nvent Electric PLC | 16.2 | |
| Curtiss Wright Corp | 15.9 | |
| Emcor Group Inc | 15.3 | |
| FTI Consulting Inc | 15.2 | |
| ITT Corp | 15.1 | |
| Air Products & Chemicals Inc /DE/ | 14.9 | |
| Grainger W W Inc | 14.9 | |
| General Dynamics Corp | 14.8 | |
| Eaton Corp Ltd | 14.7 | |
| Roper Industries Inc | 14.7 | |
| Intercontinentalexchange Group Inc | 14.6 | |
| Republic Services Inc | 14.5 | |
| Teledyne Technologies Inc | 14.5 | |
| Ametek INC/ | 14.4 | |
| Parker Hannifin Corp | 14.4 | |
| Alphabet Inc | 14.3 | |
| Primerica Inc | 14.2 | |
| Honeywell International Inc | 14.1 | |
| Intuit Inc | 14.1 | |
| CACI International Inc /DE/ | 14.0 | |
| SAIA Inc | 13.9 | |
| Franklin Electric Co Inc | 13.9 | |
| Darden Restaurants Inc | 13.7 | |
| Visa Inc | 13.7 | |
| Ritchie Bros Auctioneers Inc | 13.7 | |
| SAIC Inc | 13.6 | |
| Marsh & McLennan Companies Inc | 13.6 | |
| Quintiles Transnational Holdings Inc | 13.6 | |
| Gallagher Arthur J & Co | 13.5 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Efficient Growth II Master Fund Ltd | 2018-03-31 | 5.7 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,017 | 450.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 368.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 8.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 48.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,035 | 874.7 |
| By Discretionary | ||
| Discretionary | 883 | 844.5 |
| Non-Discretionary | 152 | 30.2 |
| Total | 1,035 | 874.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 874.7 | |
| Total | 1,035 | 874.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001724799] | |
| 13F-HR | [0001803994] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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