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J. Derek Lewis & Associates Inc.

Position in VENU — Venu Holding Corp

CIK 2077884 NEWPORT BEACH, CA

Position in VENU

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$25,078
-$11,540 QoQ
Shares Held
11,048
-0.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#67
of 86 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VENU Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

J. Derek Lewis & Associates Inc. holds $363,758 across 2 Restaurants names. VENU ranks #2 (6.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 VENU
Venu Holding Corp
This page
11,048 $25,078

All Filings in VENU

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $25,078 11,048
2026-03-31 $36,618 11,063
2025-12-31 $93,453 11,099