Position in OPRT
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,829,091
-$269,801 QoQ
Shares Held
396,766
0.0% QoQ
Ownership
0.867%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPRT Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Summa Corp. holds $3,257,317 across 4 Credit Services names. OPRT ranks #1 (56.2% of the industry book) .
All Filings in OPRT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,829,091 | 396,766 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,098,892 | 396,766 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,776,290 | 449,966 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,047,820 | 565,338 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,087,235 | 562,338 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,187,575 | 563,808 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,584,300 | 563,808 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,635,043 | 563,808 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,370,053 | 563,808 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,204,489 | 563,808 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||