Michelson Medical Research Foundation, Inc.

Est. AUM

$98.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VAIL RESORTS INC	COM	$11.0M	86000	11.20%	SOLE
2	ISHARES TR	S&P 500 VAL ETF	$11.0M	51905	11.13%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.1M	158160	10.29%	SOLE
4	UNITEDHEALTH GROUP INC	COM	$8.1M	30000	8.24%	SOLE
5	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.9M	127630	7.00%	SOLE
6	ISHARES TR	ISHARES BIOTECH	$5.9M	35095	6.02%	SOLE
7	ISHARES TR	MICRO-CAP ETF	$5.6M	35385	5.73%	SOLE
8	CANNAE HLDGS INC	COM	$5.5M	480600	5.55%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$4.1M	63510	4.20%	SOLE
10	SAFEHOLD INC	COM	$4.0M	297477	4.09%	SOLE
11	MANCHESTER UTD PLC NEW	ORD CL A	$3.4M	200000	3.42%	SOLE
12	ISHARES INC	MSCI MEXICO ETF	$3.1M	41850	3.20%	SOLE
13	ISHARES INC	MSCI BRAZIL ETF	$3.1M	81300	3.17%	SOLE
14	VANGUARD INDEX FDS	SMALL CP ETF	$2.9M	11010	2.93%	SOLE
15	ISHARES INC	MSCI STH KOR ETF	$2.5M	20155	2.52%	SOLE
16	CRESCENT ENERGY COMPANY	CL A COM	$2.1M	156166	2.14%	SOLE
17	ISHARES INC	MSCI TAIWAN ETF	$1.9M	27435	1.98%	SOLE
18	ATLANTA BRAVES HLDGS INC	COM SER C	$1.9M	45130	1.96%	SOLE
19	OAKTREE SPECIALTY LENDING	COM	$1.9M	170100	1.95%	SOLE
20	ISHARES INC	MSCI JAPAN ETF	$1.7M	20100	1.72%	SOLE
21	SPDR INDEX SHS FDS	STATE STREET SPD	$1.6M	16750	1.58%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.