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Holding3 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Financial - Credit Services Financial Services | $194.9M 69.1% | — | 2.99% 15.3M shares | — | — | $6.5B Mid Cap | Q2 2025 Held for 5 months | |
Asset Management Financial Services | $60.2M 21.34% | — | 0.546% 3.6M shares | — | — | $11.0B Large Cap | Q2 2024 Held for 1y 5m | |
REIT - Mortgage Real Estate | $27.0M 9.56% | +$27.0M New | 4.01% 3.1M shares | 0 → 3.1M +$27.0M | New | $672.7M Small Cap | Q3 2025 Held for 2 months |