Position in TREE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$154,710
-$273,194 QoQ
Shares Held
3,608
-55.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Derivatives in TREE
reported options exposure · as of Sep 30, 2020CallValue
$92,067
CallShares
300
PutValue
$368,268
PutShares
1,200
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 Financial Conglomerates
Financial Services · as of Mar 31, 2026CITIGROUP INC holds $5,061,240 across 6 Financial Conglomerates names. TREE ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
26,422 | $1,805,151 | |
| 2 | HTH |
Hilltop Holdings Inc.
|
44,761 | $1,603,338 | |
| 3 | IX |
Orix Corp
|
44,409 | $1,331,825 | |
| 4 | TREE |
LendingTree, Inc.
This page
|
3,608 | $154,710 | |
| 5 | FRHC |
Freedom Holding Corp.
|
1,063 | $154,007 | |
| 6 | RILY |
BRC Group Holdings, Inc.
|
1,668 | $12,209 |
All Filings in TREE
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $154,710 | 3,608 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $427,904 | 8,060 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $308,437 | 4,765 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $453,735 | 12,240 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $603,892 | 12,013 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $457,326 | 11,802 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $584,361 | 10,070 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $119,404 | 2,871 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $96,789 | 2,286 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $48,268 | 1,592 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,813 | 117 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $103,231 | 4,669 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $467,722 | 17,544 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $265,686 | 12,456 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $364,126 | 15,261 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $951,200 | 21,707 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $7,348,694 | 61,408 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $8,097,483 | 66,048 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $10,921,560 | 78,106 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $24,194,787 | 114,191 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $24,349,095 | 114,315 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $32,043,832 | 117,038 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $32,305,694 | 105,268 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $92,067 | 300 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $368,268 | 1,200 | Put | Defined | 2020-11-12 | |
| 2020-06-30 | $636,966 | 2,200 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $12,118,856 | 41,857 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $86,859 | 300 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $201,729 | 1,100 | Call | Defined | 2020-05-12 | |
| 2020-03-31 | $10,649,272 | 58,069 | Shares | Defined | 2020-05-12 | |
| 2020-03-31 | $256,746 | 1,400 | Put | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||