Fire Capital Management LLC AMT — AMERICAN TOWER CORP NEW

Ownership history in Fire Capital Management LLC  ·  5 quarters on record

AI Ownership Summary

Fire Capital Management LLC reported AMERICAN TOWER CORP NEW (AMT) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.59% in 2025 Q1. The latest visible filing shows AMT at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fire Capital Management LLC's position in AMERICAN TOWER CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AMT was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMT stock page Fire Capital Management LLC fund profile Fire Capital Management LLC full holdings
How Fire Capital Management LLC held AMT — position size vs. price
% of Fund (quarterly)    AMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 4,110 +227 +5.8% 0.36% $722K 2026-02-03 $169.80
2025 Q3 ADDED — — — 3,883 +96 +2.5% 0.43% $747K 2025-10-17 $185.80
2025 Q2 ADDED — — — 3,787 +108 +2.9% 0.53% $837K 2025-08-01 $204.21
2025 Q1 ADDED — — — 3,679 +126 +3.5% 0.59% $801K 2025-05-13 $194.84
2024 Q4 INITIATED — — — 3,553 — — 0.49% $652K 2025-03-24 $201.63

🏢 Other funds also holding AMT

As of 2026 Q1 — sorted by position size

Heard Capital LLC 3Y 9.92% Rockbridge Asset Management LLC 9.62% B&I Capital AG 3Y 9.01% AVENIR CORP 3Y 7Y 8.74% IES Holdings, Inc. 7.86% Vert Asset Management LLC 3Y 7.13% LDR Capital Management LLC 3Y 7Y 6.53% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 4.42% Partners Group Holding AG 3Y 7Y 4.15% SOROS CAPITAL MANAGEMENT LLC 3Y 3.97%

FAQ About Fire Capital Management LLC and AMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fire Capital Management LLC reported owning AMT?

Fire Capital Management LLC reported AMT across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported AMT position in Fire Capital Management LLC's portfolio?

The largest reported portfolio weight for AMT was 0.59% in 2025 Q1.

What is the latest reported AMT position on this page?

The most recent filing on this page is 2025 Q4, when Fire Capital Management LLC reported 4,110 shares, equal to 0.36% of portfolio, with an estimated market value of $722K.

What does the chart on this AMT ownership page compare?

The chart compares Fire Capital Management LLC's quarterly AMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fire Capital Management LLC time their AMT position?

Based on 13F filing dates vs. subsequent AMT price moves, Fire Capital Management LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on AMT relative to SPY over the holding period was -96.5%.

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