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Herzfeld Caribbean Basin Fund, Inc. (CUBA) Ownership Data

Short Interest History (%)

This is the historical short interest of Herzfeld Caribbean Basin Fund, Inc., as measured by the Short Percentage Of Float.

Institutional Ownership History (%)

This the Institutional Ownership History of Herzfeld Caribbean Basin Fund, Inc. Peter Lynch prefers to buy companies with low institutional ownership.

Insider ownership (%)

This is the historical insider ownership of Herzfeld Caribbean Basin Fund, Inc.. It is usually better to buy companies with large insider ownership. The company insiders' interest are more aligned with external shareholders in this case.

Top Direct Holders

HolderShares% of Shares
Report Date
Thomas Herzfeld320,4278.64%2014-12-23
Mr. Erik M. Herzfeld84,7832.29%2014-12-23
Ann Spector Lieff11,7280.32%2014-12-23
Ms. Cecilia L. Gondor3,8000.1%2014-12-12
Mr. John A. Gelety2,168less than 0.1%2014-12-12
Dr. Kay W. Tatum, PhD1,000less than 0.1%2014-12-23

Top Fund Holders

HolderSharesReport Date% of Shares
% of Total
Assets Managed
Market Value
Thomas J. Herzfeld Advisors, Inc.282,6522014-09-307.611.262,261,000
Bonaventure Managers LLC224,9752014-12-126.060.001,685,063
White Mountain Capital LLC116,4322014-12-123.140.00872,076
City Of London Investment Mngt CO Ltd73,3672014-09-301.980.04587,000
Blue Bell Private Wealth Management, LLC46,1252014-09-301.240.22369,000
Weiss Asset Management LP15,2002014-09-300.410.12122,000
Mariner Investment Group, LLC11,7402014-09-300.320.0294,000
Merrill Lynch & Co Inc6,6952014-09-300.180.0054,000
First Manhattan Company6,5002014-09-300.180.0052,000
Sit Investment Associates, Inc.6,0002014-09-300.160.0048,000

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