Position in TAL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$20,875
+$2,699 QoQ
Shares Held
1,836
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in TAL Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $5,863,364 across 21 Education & Training Services names. TAL ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAUR |
Laureate Education, Inc.
|
34,820 | $1,213,128 | |
| 2 | STRA |
Strategic Education, Inc.
|
11,693 | $970,051 | |
| 3 | CVSA |
Covista Inc.
|
8,076 | $930,759 | |
| 4 | COUR |
Coursera, Inc.
|
159,005 | $925,409 | |
| 5 | LOPE |
Grand Canyon Education, Inc.
|
5,147 | $875,144 | |
| 6 | APEI |
American Public Education Inc
|
6,908 | $392,927 | |
| 7 | PRDO |
PERDOCEO EDUCATION Corp
|
4,173 | $155,277 | |
| 8 | MH |
McGraw Hill, Inc.
|
9,851 | $134,958 |
All Filings in TAL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,875 | 1,836 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $18,176 | 1,666 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $23,195 | 2,071 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $18,590 | 1,819 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $32,404 | 2,453 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $24,088 | 2,404 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $23,514 | 1,986 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $21,553 | 2,020 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $22,677 | 1,998 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $24,274 | 1,922 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $16,370 | 1,797 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,811 | 975 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,474 | 854 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $5,950 | 844 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,813 | 772 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,990 | 614 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $936 | 311 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,091 | 1,041 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $7,569 | 300 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $16,155 | 300 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $21,453 | 300 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $22,812 | 300 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $20,514 | 300 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $15,978 | 300 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||