Position in GROW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,499,370
+$916,763 QoQ
Shares Held
1,121,593
+7.7% QoQ
Ownership
9.04%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1
of 36 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in GROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Gator Capital Management, LLC holds $35,619,146 across 7 Asset Management names. GROW ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
34,951 | $16,034,120 | |
| 2 | CG |
Carlyle Group Inc.
|
282,425 | $11,892,916 | |
| 3 | GROW |
U S Global Investors Inc
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|
1,121,593 | $3,499,370 | |
| 4 | VCTR |
Victory Capital Holdings, Inc.
|
28,921 | $2,431,099 | |
| 5 | RJF |
Raymond James Financial Inc
|
9,253 | $1,406,733 | |
| 6 | GHY |
PGIM Global High Yield Fund, Inc.
|
19,000 | $229,900 | |
| 7 | KIO |
KKR Income Opportunities Fund
|
11,102 | $125,008 |
All Filings in GROW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,499,370 | 1,121,593 | Shares | Sole | 2026-08-13 | |
| 2026-06-02 | $2,850,986 | 1,100,767 | Shares | Sole | 2026-06-02 | |
| 2026-03-31 | $2,582,607 | 1,041,374 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $2,582,607 | 1,041,374 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,007,749 | 833,091 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,927,431 | 700,884 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,778,979 | 684,223 | Shares | Sole | 2025-08-13 | |
| 2025-05-25 | $1,505,290 | 684,223 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,466,177 | 648,751 | Shares | Sole | 2025-05-13 | |
| 2025-03-06 | $1,378,455 | 596,734 | Shares | Sole | 2025-03-07 | |
| 2024-12-31 | $1,099,993 | 450,817 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $763,630 | 295,981 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||