Position in NU
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$673,234
+$25,396 QoQ
Shares Held
46,850
+21.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 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 Mar 31, 2026Pekin Hardy Strauss, Inc. holds $7,451,239 across 13 Banks - Regional names. NU ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVAL |
Grupo Aval Acciones Y Valores S.A.
|
493,850 | $2,172,940 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
17,046 | $1,022,248 | |
| 3 | BCH |
Bank Of Chile
|
19,425 | $719,502 | |
| 4 | NU |
Nu Holdings Ltd.
This page
|
46,850 | $673,234 | |
| 5 | WTFC |
Wintrust Financial Corp
|
4,750 | $659,965 | |
| 6 | GGAL |
Grupo Financiero Galicia SA
|
9,750 | $455,422 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
51,298 | $429,877 | |
| 8 | USB |
US Bancorp \De\
|
6,719 | $349,455 |
All Filings in NU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||