Position in TREE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$527,361
New position
Shares Held
11,907
first reported quarter
Ownership
0.085%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#87
of 188 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026ISLAY CAPITAL MANAGEMENT, LLC holds $602,362 across 2 Insurance Brokers names. TREE ranks #1 (87.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TREE |
LendingTree, Inc.
This page
|
11,907 | $527,361 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
450 | $75,001 |
All Filings in TREE
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,361 | 11,907 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||