Position in NU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$480,960
-$192,274 QoQ
Shares Held
36,000
-23.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#542
of 854 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Derivatives in NU
reported options exposure · as of Sep 30, 2023CallValue
$36,250
CallShares
5,000
PutValue
$0
PutShares
0
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 Banks - Regional
Financial Services · as of Jun 30, 2026Pekin Hardy Strauss, Inc. holds $7,894,853 across 14 Banks - Regional names. NU ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVAL |
Grupo Aval Acciones Y Valores S.A.
|
517,050 | $2,600,761 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
16,921 | $1,185,654 | |
| 3 | WTFC |
Wintrust Financial Corp
|
4,750 | $763,420 | |
| 4 | BCH |
Bank Of Chile
|
17,925 | $712,698 | |
| 5 | NU |
Nu Holdings Ltd.
This page
|
36,000 | $480,960 | |
| 6 | ITUB |
Itau Unibanco Holding S.A.
|
51,298 | $419,104 | |
| 7 | EWBC |
East West Bancorp Inc
|
2,700 | $348,543 | |
| 8 | USB |
US Bancorp De
|
5,525 | $333,710 |
All Filings in NU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,960 | 36,000 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $673,234 | 46,850 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $647,838 | 38,700 | Shares | Sole | 2026-01-30 | |
| 2023-09-30 | $130,500 | 18,000 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $36,250 | 5,000 | Call | Sole | 2023-11-08 | |
| 2023-06-30 | $39,450 | 5,000 | Call | Sole | 2023-08-08 | |
| 2023-06-30 | $142,020 | 18,000 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $91,392 | 19,200 | Shares | Sole | 2023-05-08 | |
| 2023-03-31 | $23,800 | 5,000 | Call | Sole | 2023-05-08 | |
| 2022-12-31 | $78,144 | 19,200 | Shares | Sole | 2023-02-13 | |
| 2022-12-31 | $20,350 | 5,000 | Call | Sole | 2023-02-13 | |
| 2022-09-30 | $102,080 | 23,200 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $22,000 | 5,000 | Call | Sole | 2022-11-09 | |
| 2022-06-30 | $83,028 | 22,200 | Shares | Sole | 2022-08-05 | |
| 2022-06-30 | $18,700 | 5,000 | Call | Sole | 2022-08-05 | |
| 2022-03-31 | $216,160 | 28,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $215,740 | 23,000 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||