Investment Management Associates Inc Portfolio Update: September 2026
Investment Management Associates Inc reported a portfolio value of $380.45 million as of September 30, 2026.
Major Increases
Investment Management Associates Inc significantly boosted its portfolio by increasing stakes in several key holdings. Notable additions and substantial increases include:
- WSE (Worldwide Shipper Services Inc)
- CHTR (Charter Communications Inc)
- ADBE (Adobe Inc)
- DEO (Dell Inc)
- MSFT (Microsoft Corp)
These significant buys reflect the firm's confidence in these sectors and companies. The changes in shares and allocations are detailed in the full report.
Major Decreases
The portfolio also saw notable reductions in certain positions, including:
These decreases may signal a shift in strategic focus or underperformance in these sectors.
Unchanged Holdings
Several holdings maintained their positions without significant changes, including the top holdings like MOH, UBER, HII, BAX, TFIN, etc., but specific details are not provided in the input data. These unchanged allocations contribute to the overall portfolio stability.