Run3 Aggregate Holdings Across Multiple Funds
Search multiple funds' holdings data for a specific security (by CUSIP) and aggregate the total share values held by each fund manager. Use this to rank fund managers by their investment in a particular security.From its SKILL.md
npx -y skills add cxcscmu/SkillLearnBench --skill run3_Aggregate-Holdings-Across-Multiple-FundsAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
SKILL.md
1.4 KB, 254 tokens by cl100k_base, as published. Nobody here has run it
Steps
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Prepare the CUSIP to search
- Confirm you have the correct CUSIP for the target security
- Document the security name for reference
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Iterate through all available funds
- Determine which fund data files exist in the data folder
- For each fund, load its holdings data for the target quarter
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Search for the CUSIP in each fund's holdings
- Filter holdings to rows matching the target CUSIP
- If found, extract the market value and fund manager name
- If not found, record that this fund does not hold the security
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Aggregate results
- Create a summary table with fund manager name and total market value invested in the security
- Sort by market value in descending order
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Select top results
- Rank funds by market value invested (largest first)
- Extract the top 3 fund manager names
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Validate the results
- Confirm that the top funds are known large investors (e.g., Berkshire Hathaway, Renaissance)
- Spot-check a few holdings to verify CUSIP matches are correct
- Flag if results seem unusual or incomplete
What ships with it
Read from the repository
Just SKILL.md. No reference files, no scripts.