CITIGROUP INC

Position in EDU — New Oriental Education & Technology Group Inc.

CIK 831001 NEW YORK, NY

Back to EDU Full portfolio

Position in EDU

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,035,316

-$9,393,606 QoQ

Shares Held

22,551

-87.8% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#65

of 169 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in EDU Over Time

Shares Held

Position Value (USD)

Derivatives in EDU

reported options exposure · as of Mar 31, 2025

CallValue

$1,195,250

CallShares

25,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Education & Training Services

Consumer Defensive · as of Jun 30, 2026

CITIGROUP INC holds $48,238,821 across 21 Education & Training Services names. EDU ranks #10 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRN	Stride, Inc.	279,735	$24,124,345
2	LAUR	Laureate Education, Inc.	165,529	$6,012,012
3	TAL	TAL Education Group	580,156	$5,552,091
4	CVSA	Covista Inc.	18,989	$2,367,168
5	LOPE	Grand Canyon Education, Inc.	13,048	$1,867,298
6	MH	McGraw Hill, Inc.	159,218	$1,507,794
7	PRDO	PERDOCEO EDUCATION Corp	42,098	$1,347,136
8	STRA	Strategic Education, Inc.	14,391	$1,102,636

All Filings in EDU

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40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,035,316	22,551	-87.8%	Shares	Defined	2026-08-03
2026-03-31	$10,428,922	184,159	-0.7%	Shares	Defined	2026-05-11
2025-12-31	$10,201,240	185,376	-1.6%	Shares	Defined	2026-02-13
2025-09-30	$9,999,183	188,415	+3.5%	Shares	Defined	2025-11-10
2025-06-30	$9,816,957	181,964	-76.8%	Shares	Defined	2025-08-11
2025-03-31	$37,539,597	785,183	-1.4%	Shares	Defined	2025-05-12
2025-03-31	$1,195,250	25,000	0.0%	Call	Defined	2025-05-12
2024-12-31	$51,130,920	796,680	-0.8%	Shares	Defined	2025-02-12
2024-12-31	$1,604,500	25,000	-50.0%	Call	Defined	2025-02-12
2024-09-30	$60,938,044	803,508	+20.4%	Shares	Defined	2024-11-12
2024-06-30	$51,874,669	667,370	+57.5%	Shares	Defined	2024-08-12
2024-03-31	$36,783,982	423,681	+7076.2%	Shares	Defined	2024-05-10
2024-03-31	$4,341,000	50,000	0.0%	Call	Defined	2024-05-10
2023-12-31	$432,644	5,904	+20.8%	Shares	Defined	2024-02-09
2023-12-31	$3,664,000	50,000	-4.8%	Call	Defined	2024-02-09
2023-09-30	$286,132	4,887	-82.2%	Shares	Defined	2023-12-06
2023-06-30	$1,084,592	27,465	+216.2%	Shares	Defined	2023-08-10
2023-03-31	$335,326	8,685	+23.9%	Shares	Defined	2023-05-11
2022-12-31	$244,122	7,011	+19.3%	Shares	Defined	2023-02-09
2022-09-30	$140,822	5,875	-88.0%	Shares	Defined	2022-11-10
2022-06-30	$993,995	48,821	-96.5%	Shares	Defined	2022-08-10
2022-03-31	$158,926	1,381,986	-26.7%	Shares	Defined	2022-05-12
2021-12-31	$395,762	1,884,586	-70.9%	Shares	Defined	2022-02-10
2021-09-30	$1,328,416	6,480,088	+173.7%	Shares	Defined	2021-11-10
2021-09-30	$10,762	52,500	+452.6%	Call	Defined	2021-11-10
2021-09-30	$1,025,000	5,000,000	+8876.7%	Put	Defined	2021-11-10
2021-06-30	$1,939,351	2,367,955	+17.5%	Shares	Defined	2021-08-10
2021-03-31	$2,822,293	2,015,925	+924.2%	Shares	Defined	2021-05-13
2020-12-31	$176,518	9,500	-77.3%	Call	Defined	2021-02-11
2020-12-31	$3,657,258	196,828	-12.5%	Shares	Defined	2021-02-11
2020-12-31	$1,034,961	55,700	+171.7%	Put	Defined	2021-02-11
2020-09-30	$3,362,850	224,940	-37.9%	Shares	Defined	2020-11-12
2020-09-30	$624,910	41,800	+10.0%	Call	Defined	2020-11-12
2020-09-30	$306,475	20,500	+45.4%	Put	Defined	2020-11-12
2020-06-30	$494,873	38,000	-14.0%	Call	Defined	2020-08-12
2020-06-30	$4,715,065	362,057	-26.9%	Shares	Defined	2020-08-12
2020-06-30	$183,624	14,100	-66.5%	Put	Defined	2020-08-12
2020-03-31	$455,690	42,100	—	Put	Defined	2020-05-12
2020-03-31	$5,362,153	495,395	—	Shares	Defined	2020-05-12
2020-03-31	$478,420	44,200	—	Call	Defined	2020-05-12
No filing history on record for this holder in this stock.