Disclosures

Our current status

LongEddy Capital is a planned investment business currently in formation. We do not currently provide investment management or investment advisory services to clients, and we are not accepting investor funds. The website introduces our intended approach and provides a public filings research tool. It does not represent that we are a registered investment adviser or that any regulator has approved our business or this website.

Information, not an offer or recommendation

The content is provided for general informational and research purposes. It is not personalized investment, legal, or tax advice and is not an offer or solicitation to buy or sell securities, invest in a fund, or engage investment advisory services. Using the website does not create an advisory relationship.

References to securities or investment managers are not recommendations to buy, sell, hold, or copy an investment strategy. Investment decisions require consideration of your own circumstances and risks.

Third-party holdings and data limitations

The holdings, charts, values, and quarterly comparisons shown in our research tool concern the selected third-party manager's SEC Form 13F filings. They are not LongEddy Capital's portfolio, assets under management, investment results, or trading record. LongEddy branding identifies the research tool and its presentation.

Form 13F is a quarter-end disclosure that generally becomes available after a delay. It covers only specified securities and does not show a manager's complete assets or current portfolio. Quantity changes between reports do not establish actual trades, trade dates, or execution prices. Amendments, corporate actions, confidential treatment, and data-processing errors can affect the information.

Check the report period, filing date, retrieval date, and any snapshot warning shown in the tool. Refer to the linked original SEC filings before relying on a figure. Data may be incomplete, delayed, or inaccurate, and we do not guarantee its accuracy or completeness.

References and independence

References to Benjamin Graham, Warren Buffett, Charles Munger, and Li Lu describe intellectual influences only. They do not imply an affiliation, partnership, sponsorship, or endorsement by those individuals, their estates, or their organizations.

Names of investment managers, issuers, the SEC, and the National Park Service identify the relevant subjects or sources. Their appearance does not imply that they endorse, sponsor, or operate this website. Third-party names and trademarks belong to their respective owners.

Photographs and external sources

Landscape photographs are credited to the National Park Service. Source and attribution records are available in our photograph source register. External websites have their own terms and privacy practices. Please also read our privacy notice.