Gator Capital Long/Short FundCOAGX

MUTUAL FUNDGator
Type
Mutual fund
Peer group
Alternative
Net assets
$81.2M
Expense ratio
2.63%
1-year return
+28.4%
3 years, a year
+26.9%
5 years, a year
+15.1%
Holdings
102

What it aims to do.

The Gator Capital Long/Short Fund?s (formerly the Caldwell & Orkin Gator Capital Long/Short Fund) (the ?Fund?) investment objective is to provide long-term capital growth with a short-term focus on capital preservation.

Top 10 holdings.

Holding% of fund
IBKR Interactive Brokers Group Inc4.00%
Societe Generale Sa3.26%
AX Axos Financial Inc3.21%
GPN Global Payments Inc3.17%
UMBF Umb Financial Corp3.11%
CUBI Customers Bancorp Inc3.10%
AMP Ameriprise Financial Inc3.10%
CG Carlyle Group Inc (The)3.08%
Bnp Paribas Sa2.94%
OFG Ofg Bancorp2.73%

More on COAGX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.