Ortelius Advisors, L.p. - Net Worth and Insider Trading
Ortelius Advisors, L.p. Net Worth
The estimated net worth of Ortelius Advisors, L.p. is at least $22 Million dollars as of 2024-04-30. Ortelius Advisors, L.p. is the 10% Owner of Sonida Senior Living Inc and owns about 679,580 shares of Sonida Senior Living Inc (SNDA) stock worth over $22 Million. Ortelius Advisors, L.p. is also the of Trecora Resources and owns about 200 shares of Trecora Resources (TREC) stock worth over $1,962. Details can be seen in Ortelius Advisors, L.p.'s Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Ortelius Advisors, L.p. has not made any transactions after 2023-12-21 and currently still holds the listed stock(s).
Transaction Summary of Ortelius Advisors, L.p.
Ortelius Advisors, L.p. Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Ortelius Advisors, L.p. owns 2 companies in total, including Trecora Resources (TREC) , and Sonida Senior Living Inc (SNDA) .
Click here to see the complete history of Ortelius Advisors, L.p.’s form 4 insider trades.
Insider Ownership Summary of Ortelius Advisors, L.p.
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| TREC | Trecora Resources | 2022-05-27 | other: Former 10% owner |
| SNDA | Sonida Senior Living Inc | 2023-12-21 | 10 percent owner |
Ortelius Advisors, L.p. Latest Holdings Summary
Ortelius Advisors, L.p. currently owns a total of 2 stocks. Among these stocks, Ortelius Advisors, L.p. owns 679,580 shares of Sonida Senior Living Inc (SNDA) as of December 21, 2023, with a value of $22 Million and a weighting of 99.99%. Ortelius Advisors, L.p. also owns 200 shares of Trecora Resources (TREC) as of May 27, 2022, with a value of $1,962 and a weighting of 0.01%.
Latest Holdings of Ortelius Advisors, L.p.
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SNDA | Sonida Senior Living Inc | 2023-12-21 | 679,580 | 32.36 | 21,991,209 |
| TREC | Trecora Resources | 2022-05-27 | 200 | 9.81 | 1,962 |
Holding Weightings of Ortelius Advisors, L.p.
Ortelius Advisors, L.p. Form 4 Trading Tracker
According to the SEC Form 4 filings, Ortelius Advisors, L.p. has made a total of 6 transactions in Sonida Senior Living Inc (SNDA) over the past 5 years, including 5 buys and 1 sells. The most-recent trade in Sonida Senior Living Inc is the sale of 268,630 shares on December 21, 2023, which brought Ortelius Advisors, L.p. around $3 Million.
According to the SEC Form 4 filings, Ortelius Advisors, L.p. has made a total of 4 transactions in Trecora Resources (TREC) over the past 5 years, including 3 buys and 1 sells. The most-recent trade in Trecora Resources is the sale of 2,674,483 shares on May 27, 2022, which brought Ortelius Advisors, L.p. around $26 Million.
Insider Trading History of Ortelius Advisors, L.p.
- 1
Ortelius Advisors, L.p. Trading Performance
GuruFocus tracks the stock performance after each of Ortelius Advisors, L.p.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Ortelius Advisors, L.p. is 18.98%. GuruFocus also compares Ortelius Advisors, L.p.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Ortelius Advisors, L.p. within 3 months outperforms 3 times out of 8 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Ortelius Advisors, L.p.'s insider trading performs compared to the benchmark.
Performance of Ortelius Advisors, L.p.
Average Return
13.75%
Outperforming Transactions
50%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.9 | 18.98 | -3.34 | 13.75 | -39.98 | |
| Relative Return to S&P 500(%) | -5.28 | 15.02 | -9.02 | 12.16 | -38.51 |
Ortelius Advisors, L.p. Ownership Network
Ownership Network List of Ortelius Advisors, L.p.
Ownership Network Relation of Ortelius Advisors, L.p.
Ortelius Advisors, L.p. Owned Company Details
What does Trecora Resources do?
Who are the key executives at Trecora Resources?
Ortelius Advisors, L.p. is the other: Former 10% owner of Trecora Resources. Other key executives at Trecora Resources include other: Former 10% owner Temnein Ventures Iii, L.p. , other: Former 10% owner Peter Desorcy , and other: Former 10% owner Pangaea Ventures, L.p. .
Trecora Resources (TREC) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Trecora Resources (TREC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Trecora Resources (TREC) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Trecora Resources (TREC)'s detailed insider trading history can be found in Insider Trading Tracker table.
Trecora Resources Insider Transactions
Ortelius Advisors, L.p. Mailing Address
Above is the net worth, insider trading, and ownership report for Ortelius Advisors, L.p.. You might contact Ortelius Advisors, L.p. via mailing address: 450 Park Avenue, Suite 2700, New York Ny 10022.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
