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Portfolio (Quarterly) Guide ↗

Inherent Management Corp.

· CIK 0002026217
13F Portfolio $197M AUM 9 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 4 Added 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 STEP STEPSTONE GROUP INC Financial Services 233,729.0 $11.2M 5.67% NEW $47.72 +10.3%
2 RPC RIDGEPOST CAP INC Financial Services 550,000.0 $4.0M 2.03% NEW $7.26 +17.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Utilities 32.3%
Healthcare 29.1%
Industrials 20.1%
Financial Services 18.5%