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| Happy Holidays!! thanks for using AUM13F!! |
| Three Peaks Capital Management LLC
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| CRD # | 127402 |
| SEC # | 801-62196 |
| CIK # | 0001598013, 0001954576 |
| AUM | $250.7 M (2025-03-26) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 303-221-9480 |
| Address | 3750 Dacoro Lane Castle Rock, CO 80109 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| LPL Investment Holdings Inc | 8.7 | ||
| Ally Financial Inc | 7.7 | ||
| Quintiles Transnational Holdings Inc | 6.9 | ||
| SS&C Technologies Holdings Inc | 6.3 | ||
| Churchill Downs Inc | 6.1 | ||
| Avantor Inc | 5.9 | ||
| Ball Corp | 5.8 | ||
| Nasdaq OMX Group Inc | 5.8 | ||
| Motorola Inc | 5.5 | ||
| GS Acquisition Holdings Corp | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 5.0 |
| (b) Individuals (high net worth individuals) | 30 | 137.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 48.4 |
| (h) Charitable organizations | 3 | 8.2 |
| (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 | 5 | 51.7 |
| (n) Other | 0 | 0.0 |
| Total | 63 | 250.7 |
| By Discretionary | ||
| Discretionary | 63 | 250.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 63 | 250.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.7 | |
| Total | 63 | 250.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001598013] | |
| D | [0001954576] |
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