Run2 fuzzy fund search

Skill cxcscmu/SkillLearnBench/skills/b2-self-feedback-claude-sonnet-4-6/financial-analysis/run2_fuzzy-fund-search

Fuzzy search for hedge funds or stocks by name in SEC 13F filings; handles cases where rank 1 is skipped due to amendment filtering.From its SKILL.md

Install

npx -y skills add cxcscmu/SkillLearnBench --skill run2_fuzzy-fund-search

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

SKILL.md

1.8 KB, 475 tokens by cl100k_base, as published. Nobody here has run it

Fuzzy Fund and Stock Search (Improved)

Overview

Uses Levenshtein-based fuzzy search to find fund names and stock CUSIPs in SEC 13F data.

Setup

Scripts: /root/.claude/skills/fuzzy-name-search/scripts/
Data: /root/2025-q2/ and /root/2025-q3/

IMPORTANT: Rank 1 May Be Skipped

The search_fund.py script filters out amendments (ISAMENDMENT == 'N'). If the best match only has amendments, rank 1 is silently skipped and output starts from rank 2.

Workaround: Always grep COVERPAGE.tsv directly when the fund isn't in rank 1:

grep -i "renaissance technologies" /root/2025-q3/COVERPAGE.tsv

This gives the raw row with ACCESSION_NUMBER (column 1) and FILINGMANAGER_NAME.

Search a Fund by Name

python3 /root/.claude/skills/fuzzy-name-search/scripts/search_fund.py \
    --keywords "renaissance technologies" \
    --quarter 2025-q3 \
    --topk 5

If rank 1 is missing, use grep fallback (see above).

Search a Fund by Accession Number

python3 /root/.claude/skills/fuzzy-name-search/scripts/search_fund.py \
    --accession_number 0001037389-25-000064 \
    --quarter 2025-q3

Search a Stock CUSIP by Name

python3 /root/.claude/skills/fuzzy-name-search/scripts/search_stock_cusip.py \
    --keywords "palantir" \
    --topk 3

Returns consistent CUSIP regardless of rank (same stock repeated): 69608A108 for Palantir.

Known Fund Accession Numbers (Q3 2025)

Renaissance Technologies LLC: 0001037389-25-000064
Berkshire Hathaway Inc (Q3): 0001193125-25-282901
Berkshire Hathaway Inc (Q2): 0000950123-25-008343

What ships with it

Read from the repository

Just SKILL.md. No reference files, no scripts.