13F Filings History of Global Endowment Management, LP

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$798,593,807
Notable people
Thruston B. Morton III
Signature - Title
Michael D. Smith - Chief Investment Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Global Endowment Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Global Endowment Management, LP reported 128 stock holdings with total value $798,593,807 as of Q3 2025. Top holdings included BND, VTI, VXUS, VT, and TXO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 128 $798,593,807 +$82,596,869 -$77,599,750 +$4,997,119 BND, VTI, VXUS, VT, TXO 13F-HR 13 Nov 2025, 16:30
Q2 2025 128 $750,672,694 +$40,671,964 -$96,547,731 -$55,875,767 BND, VTI, VXUS, SPY, VT 13F-HR 13 Aug 2025, 09:05
Q1 2025 142 $769,297,696 +$93,271,572 -$109,449,807 -$16,178,235 BND, VTI, VXUS, BBRE, SPY 13F-HR 13 May 2025, 14:08
Q4 2024 140 $781,761,768 +$54,373,407 -$241,175,877 -$186,802,470 BND, VTI, VXUS, BBRE, TXO 13F-HR 13 Feb 2025, 17:06
Q3 2024 131 $990,152,593 +$128,166,344 -$136,200,389 -$8,034,045 BND, VXUS, VTI, BBRE, TXO 13F-HR 13 Nov 2024, 17:03
Q2 2024 122 $944,874,769 +$60,758,950 -$85,807,962 -$25,049,012 BND, VXUS, VTI, BBRE, SPY 13F-HR 13 Aug 2024, 13:24
Q1 2024 128 $959,781,564 +$80,597,288 -$56,574,275 +$24,023,013 BND, VXUS, VTI, BBRE, SPY 13F-HR 13 May 2024, 13:55
Q4 2023 127 $898,366,045 +$49,961,452 -$151,394,784 -$101,433,332 BND, VXUS, VTI, BBRE, SPY 13F-HR 12 Feb 2024, 17:21
Q3 2023 127 $934,445,110 +$167,280,543 -$41,516,816 +$125,763,727 BND, VXUS, VTI, SPY, TXO 13F-HR 13 Nov 2023, 13:57
Q2 2023 85 $842,012,962 +$33,786,837 -$81,612,005 -$47,825,168 BND, VXUS, VTI, SPY, BBRE 13F-HR 11 Aug 2023, 16:50
Q1 2023 103 $939,287,164 +$55,673,163 -$52,234,707 +$3,438,456 BND, VXUS, VTI, SPY, BBRE 13F-HR 12 May 2023, 16:49
Q4 2022 107 $902,759,941 +$68,255,477 -$141,334,528 -$73,079,051 BND, VXUS, VTI, SPY, AMZN 13F-HR 13 Feb 2023, 16:01
Q3 2022 111 $989,035,015 +$64,996,820 -$108,737,819 -$43,740,999 BND, AMZN, VTI, MGC, VXUS 13F-HR 14 Nov 2022, 07:35
Q2 2022 122 $1,139,350,186 +$215,635,095 -$103,567,199 +$112,067,896 BND, AMZN, VTI, MGC, VXUS 13F-HR 12 Aug 2022, 09:09
Q1 2022 118 $1,401,180,606 +$268,551,118 -$109,025,750 +$159,525,368 BND, AMZN, VTI, MGC, GOOGL 13F-HR 12 May 2022, 21:29
Q4 2021 115 $1,371,748,000 +$258,445,369 -$381,084,980 -$122,639,611 BND, VTI, MGC, SPY, META 13F-HR 09 Feb 2022, 20:07
Q3 2021 111 $1,517,159,000 +$86,157,691 -$320,170,646 -$234,012,955 BRKB, BND, VTI, MGC, SPY 13F-HR 15 Nov 2021, 09:49
Q2 2021 113 $1,775,624,000 +$165,857,079 -$141,647,979 +$24,209,100 BRKB, MGC, VTI, BND, LNW 13F-HR 10 Aug 2021, 16:50
Q1 2021 106 $1,592,655,000 +$119,005,446 -$90,166,648 +$28,838,798 BRKB, MGC, VTI, BND, SPY 13F-HR 17 May 2021, 10:01
Q4 2020 127 $1,510,991,000 +$206,362,488 -$69,084,811 +$137,277,677 BRKB, VTI, BND, MGC, SPY 13F-HR 10 Feb 2021, 20:02
Q3 2020 120 $1,264,777,000 +$114,233,722 -$171,087,778 -$56,854,056 BRKB, VTI, BND, MGC, SPY 13F-HR 13 Nov 2020, 16:30
Q2 2020 102 $1,323,241,113 +$114,359,390 -$73,190,568 +$41,168,822 BRKB, VTI, MGC, BND, AMZN 13F-HR 13 Aug 2020, 17:13
Q1 2020 99 $1,104,457,924 +$167,459,425 -$197,168,141 -$29,708,716 BRKB, BND, VTI, MGC, AMZN 13F-HR 14 May 2020, 10:57
Q4 2019 102 $1,419,849,363 +$351,600,396 -$122,995,003 +$228,605,393 VTI, BRKB, BND, BBRE, MGC 13F-HR 12 Feb 2020, 12:06
Q3 2019 94 $1,139,446,000 +$239,464,006 -$46,378,342 +$193,085,664 VTI, BRKB, BND, VXUS, AMZN 13F-HR 13 Nov 2019, 15:22
Q2 2019 171 $1,036,757,000 +$454,977,282 -$74,622,971 +$380,354,311 BRKB, BND, VTI, AMZN, VXUS 13F-HR 12 Aug 2019, 17:08
Q1 2019 205 $703,782,000 +$219,047,409 -$12,245,416 +$206,801,993 BRKB, AMZN, SPY, G, CACC 13F-HR 14 May 2019, 10:43
Q4 2018 154 $468,147,000 +$74,900,173 -$147,051,262 -$72,151,089 BRKB, AMZN, SPY, G, Z 13F-HR 11 Feb 2019, 20:05
Q3 2018 219 $754,451,000 +$86,874,370 -$74,979,383 +$11,894,987 BRKB, AMZN, SPY, CACC, META 13F-HR 08 Nov 2018, 20:26
Q2 2018 218 $756,441,000 +$114,470,800 -$12,857,005 +$101,613,795 BRKB, AMZN, SPY, CACC, Z 13F-HR 10 Aug 2018, 10:05
Q1 2018 217 $689,125,000 +$92,551,460 -$49,524,864 +$43,026,596 BRKB, AMZN, SPY, CACC, Z 13F-HR 11 May 2018, 10:57
Q4 2017 208 $685,718,000 +$54,160,791 -$49,010,149 +$5,150,642 BRKB, AMZN, SPY, CACC, OAK 13F-HR 12 Feb 2018, 14:02
Q3 2017 233 $709,497,000 +$91,506,390 -$69,341,176 +$22,165,214 BRKB, AMZN, SPY, CACC, OAK 13F-HR 13 Nov 2017, 15:02
Q2 2017 240 $734,311,202 +$89,025,937 -$19,920,254 +$69,105,683 BRKB, AMZN, OAK, SPY, CACC 13F-HR 11 Aug 2017, 16:08
Q1 2017 244 $686,431,678 +$75,045,078 -$22,759,732 +$52,285,346 BRKB, OAK, AMZN, SPY, GOOGL 13F-HR 12 May 2017, 12:37
Q4 2016 252 $643,820,000 +$128,689,217 -$31,838,811 +$96,850,406 BRKB, OAK, AMZN, SPY, GOOGL 13F-HR 13 Feb 2017, 13:22
Q3 2016 214 $603,413,000 +$153,560,951 -$6,792,834 +$146,768,117 BRKB, AMZN, OAK, SPY, GOOGL Restatement 18 Nov 2016, 08:17
Q2 2016 209 $468,970,000 +$43,078,505 -$31,959,013 +$11,119,492 BRKB, AMZN, SPY, OAK, G 13F-HR 12 Aug 2016, 08:32
Q1 2016 213 $467,069,000 +$41,070,388 -$77,001,896 -$35,931,508 BRKB, AMZN, OAK, SPY, G 13F-HR 13 May 2016, 06:48
Q4 2015 207 $543,889,000 +$39,879,106 -$114,997,040 -$75,117,934 BRKB, AMZN, OAK, SPY, G 13F-HR 12 Feb 2016, 15:10
Q3 2015 218 $673,926,000 +$149,927,794 -$28,558,073 +$121,369,721 BRKB, AMZN, OAK, SPY, G 13F-HR 06 Nov 2015, 17:43
Q2 2015 241 $719,736,000 +$157,961,158 -$22,153,233 +$135,807,925 AMZN, BRKB, OAK, SPY, ZG 13F-HR 13 Aug 2015, 08:39
Q1 2015 236 $638,358,000 +$151,999,103 -$36,483,909 +$115,515,194 BRKB, AMZN, OAK, ZG, SPY 13F-HR 14 May 2015, 16:03
Q4 2014 246 $598,822,000 +$145,076,805 -$103,440,899 +$41,635,906 BRKB, AMZN, OAK, SPY, ZXXXX 13F-HR 13 Feb 2015, 20:11
Q3 2014 250 $652,575,000 +$127,394,521 -$58,810,716 +$68,583,805 BRKB, ZXXXX, TRLA, SPY, AMZN 13F-HR 13 Nov 2014, 14:03
Q2 2014 236 $659,987,000 +$142,369,444 -$80,266,399 +$62,103,045 BRKB, ZXXXX, TRLA, SPY, AMZN 13F-HR 13 Aug 2014, 16:19
Q1 2014 233 $638,742,000 +$219,815,048 -$18,978,536 +$200,836,512 BRKB, ZXXXX, SPY, TRLA, OAK 13F-HR 15 May 2014, 08:38
Q4 2013 219 $494,066,424 $0 BRKB, ZXXXX, SPY, TRLA, OAK 13F-HR 12 Feb 2014, 19:32