Position in TREE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,141,496
+$2,196,107 QoQ
Shares Held
189,867
+69.5% QoQ
Ownership
1.36%
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 Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$821,370
PutShares
3,000
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, 2026GOLDMAN SACHS GROUP INC holds $72,633,909 across 7 Financial Conglomerates names. TREE ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
592,681 | $40,491,965 | |
| 2 | HTH |
Hilltop Holdings Inc.
|
463,116 | $16,588,814 | |
| 3 | TREE |
LendingTree, Inc.
This page
|
189,867 | $8,141,496 | |
| 4 | TMS |
Teamshares Inc
|
282,076 | $2,933,590 | |
| 5 | FRHC |
Freedom Holding Corp.
|
13,582 | $1,967,759 | |
| 6 | IX |
Orix Corp
|
57,193 | $1,715,217 | |
| 7 | RILY |
BRC Group Holdings, Inc.
|
108,616 | $795,068 |
All Filings in TREE
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,141,496 | 189,867 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,945,389 | 111,987 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $6,196,149 | 95,723 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,727,016 | 73,564 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,011,495 | 79,799 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $3,895,226 | 100,522 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $4,667,120 | 80,426 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,850,703 | 68,543 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,993,635 | 94,323 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,481,980 | 48,878 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $1,155,261 | 74,533 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $2,330,261 | 105,394 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $3,474,197 | 130,315 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $2,712,642 | 127,175 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $1,327,689 | 55,645 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $2,002,486 | 45,698 | Shares | Defined | 2022-08-18 | |
| 2022-03-31 | $7,143,102 | 59,690 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,890,829 | 72,519 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $22,434,325 | 160,440 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $19,690,432 | 92,932 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $17,754,189 | 83,353 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $821,370 | 3,000 | Put | Defined | 2021-02-12 | |
| 2020-12-31 | $22,965,504 | 83,880 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $36,756,828 | 119,772 | Shares | Defined | 2020-11-13 | |
| 2020-09-30 | $9,482,901 | 30,900 | Put | Defined | 2020-11-13 | |
| 2020-06-30 | $23,437,742 | 80,951 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $8,077,887 | 27,900 | Put | Defined | 2020-08-12 | |
| 2020-03-31 | $17,748,667 | 96,781 | Shares | Defined | 2020-05-15 | |
| 2020-03-31 | $5,116,581 | 27,900 | Put | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||