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Camelot Capital Partners LLC
William Barker · Hedge Fund · Value
Founded in 2015 by William Barker and headquartered in Laguna Beach, California, Camelot Capital Partners LLC is an SEC-registered investment adviser and hedge fund manager. The firm provides discretionary management services to pooled investment vehicles, most notably the Barker Partnership series of funds. Camelot’s investment strategy centers on fundamental research and a long-term horizon, typically maintaining a highly concentrated portfolio of public equity positions in the United States and United Kingdom. The institution is known for taking significant stakes in consumer-facing and retail companies, focusing on identifying intrinsic business value and long-term capital appreciation rather than responding to short-term market volatility.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -14.3% |
| YTD return | -22.0% |
| Sharpe ratio | 0.49 |
| Win rate | 0% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://camelotpartners.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| CVNA | Carvana Co | 96.0% | -15.1% |
| BHOOY | Boohoo.Com PLC ADR | 4.0% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | CVNA | 0.0% → 95.3% |
| Oct 1, 2025 | BUY | BHOOY | 0.0% → 4.8% |
Investment Style Analysis
Camelot Capital Partners LLC is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Auto & Truck Dealerships and Internet Retail sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Camelot Capital Partners LLC made a significant move by increasing exposure to CVNA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Camelot Capital Partners pursues a long-term, equities-focused investment strategy characterized by extreme concentration and a fundamental, bottom-up approach. The firm seeks to maximize risk-adjusted returns by investing in undervalued companies where it can identify sustainable business-level returns rather than responding to short-term price movements. Its process relies on proprietary qualitative and quantitative research to analyze management integrity and operational performance, often leading to high-conviction stakes in a limited number of target companies. The firm’s strategy emphasizes the alignment of management interests and deep conviction in business fundamentals over technical market analysis.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Camelot Capital Partners LLC.
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Frequently asked questions
How is the simulated portfolio for Camelot Capital Partners LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Camelot Capital Partners LLC's largest holding?
As of the latest filing, Camelot Capital Partners LLC's top position is Carvana Co (CVNA), representing 96.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Camelot Capital Partners LLC's historical performance and risk profile?
Our simulation indicates a total return of -14.3%. Notably, the portfolio maintains a Sharpe Ratio of 0.49, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Camelot Capital Partners LLC primarily invest in?
Camelot Capital Partners LLC has a strong preference for the Auto & Truck Dealerships sector, which makes up 96.0% of their disclosed assets. The portfolio also has exposure to Internet Retail, indicating a specific thematic focus.
Is Camelot Capital Partners LLC's portfolio concentrated or diversified?
Camelot Capital Partners LLC runs a highly concentrated portfolio with 2 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Camelot Capital Partners LLC performed in 2026?
Our AI-simulated model portfolio for Camelot Capital Partners LLC tracks a Year-to-Date (YTD) return of -22.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does William Barker manage Camelot Capital Partners LLC directly?
Yes, William Barker serves as the key portfolio manager for Camelot Capital Partners LLC, overseeing the investment strategy and final capital allocation decisions.