Citadel Investment Advisory 13F annual report

Citadel Investment Advisory is an investment fund managing more than $163 million ran by Kurt Liedtke. There are currently 82 companies in Mr. Liedtkes portfolio. The largest investments include Beckshire Hathaway and Markel Corp, together worth $61 million.

Citadel Investment Advisory is an investment fund managing more than $163 million ran by Kurt Liedtke. There are currently 82 companies in Mr. Liedtke’s portfolio. The largest investments include Beckshire Hathaway and Markel Corp, together worth $61 million.

Limited to 30 biggest holdings

$163 million Assets Under Management (AUM)

As of 16th January 2024, Citadel Investment Advisory’s top holding is 107,844 shares of Beckshire Hathaway currently worth over $38.5 million and making up 23.6% of the portfolio value. In addition, the fund holds 15,866 shares of Markel Corp worth $22.5 million. The third-largest holding is Alphabet Inc worth $7.05 million and the next is Microsoft worth $5.65 million, with 15,021 shares owned.

Currently, Citadel Investment Advisory's portfolio is worth at least $163 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Citadel Investment Advisory

The Citadel Investment Advisory office and employees reside in Chesterland, Ohio. According to the last 13-F report filed with the SEC, Kurt Liedtke serves as the President at Citadel Investment Advisory.

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