Institutional
Michelson Medical Research Foundation, Inc.
CIK 0001965304
$98.5M
Reported AUM
21
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Michelson Medical Research Foundation, Inc. · Q1 2026
AI · grounded in 13F
Michelson Medical Research Foundation, Inc. closed its position in DigitalBridge Group Inc. DBRG, reducing its exposure by $9.3M. The fund established a new position in CANNAE HLDGS INC CNNE valued at $5.46M. Additional new entries include ATLANTA BRAVES HLDGS INC BATRK and OAKTREE SPECIALTY LENDING OCSL, both totaling approximately $1.9M. The fund also exited its holding in STURM RUGER & CO INC for $1.88M.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MTN | VAIL RESORTS INC | $135.37 | 0.72% | -4.27% | -45.96% | $11.0M | 11.20% | — | HELD |
| 2 | IVE | ISHARES TR | $226.54 | -1.15% | 20.41% | 66.77% | $11.0M | 11.13% | — | HELD |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $69.17 | -3.72% | 26.80% | 55.20% | $10.1M | 10.29% | — | HELD |
| 4 | UNH | UNITEDHEALTH GROUP INC | $399.47 | 0.76% | 35.46% | 5.19% | $8.1M | 8.24% | — | HELD |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $58.03 | -3.78% | 23.65% | 32.53% | $6.9M | 7.00% | — | HELD |
| 6 | IBB | ISHARES TR | $168.44 | -1.74% | 32.99% | 2.95% | $5.9M | 6.02% | — | HELD |
| 7 | IWC | ISHARES TR | $181.35 | -5.14% | 46.22% | 33.25% | $5.6M | 5.73% | — | HELD |
| 8 | CNNE | CANNAE HLDGS INC | $14.44 | 0.00% | -22.55% | -53.78% | $5.5M | 5.55% | +480,600 | NEW |
| 9 | KRE | SPDR SERIES TRUST | $70.17 | 0.27% | 24.01% | 27.85% | $4.1M | 4.20% | — | HELD |
| 10 | SAFE | SAFEHOLD INC | $15.48 | 1.84% | 5.82% | -84.23% | $4.0M | 4.09% | — | HELD |
| 11 | MANU | MANCHESTER UTD PLC NEW | $21.95 | -2.96% | 33.76% | 39.13% | $3.4M | 3.42% | — | HELD |
| 12 | EWW | ISHARES INC | $75.10 | -2.93% | 27.24% | 77.62% | $3.1M | 3.20% | — | HELD |
| 13 | EWZ | ISHARES INC | $34.01 | -2.21% | 29.36% | 33.02% | $3.1M | 3.17% | — | HELD |
| 14 | VB | VANGUARD INDEX FDS | $288.20 | -2.44% | 25.47% | 39.47% | $2.9M | 2.93% | — | HELD |
| 15 | EWY | ISHARES INC | $175.19 | -14.11% | 173.18% | 119.18% | $2.5M | 2.52% | — | HELD |
| 16 | CRGY | CRESCENT ENERGY COMPANY | $11.54 | -5.41% | 33.71% | 6.07% | $2.1M | 2.14% | — | HELD |
| 17 | EWT | ISHARES INC | $98.08 | -7.25% | 89.59% | 127.07% | $1.9M | 1.98% | — | HELD |
| 18 | BATRK | ATLANTA BRAVES HLDGS INC | $49.59 | 0.63% | 21.34% | 87.49% | $1.9M | 1.96% | +45,130 | NEW |
| 19 | OCSL | OAKTREE SPECIALTY LENDING | $11.92 | -2.45% | -5.67% | 2.21% | $1.9M | 1.95% | +170,100 | NEW |
| 20 | EWJ | ISHARES INC | $90.72 | -3.62% | 28.52% | 51.42% | $1.7M | 1.72% | — | HELD |
| 21 | GXC | SPDR INDEX SHS FDS | $90.57 | -2.79% | 7.02% | -11.45% | $1.6M | 1.58% | — | HELD |
| 22 | DBRG | DIGITALBRIDGE GROUP INC | $15.66 | -0.06% | 44.12% | -43.09% | — | — | −609,500 | EXITED |
| 23 | RGR | STURM RUGER & CO INC | $38.77 | -1.57% | 9.07% | -35.50% | — | — | −57,500 | EXITED |
Source: SEC EDGAR · accession 0001965304-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.