CHS Inc. (chsinc V6.75 Perp 3)Preferred / convertible

13F holders, Q4 2025 (December 31)
5holders
1new positions
1sold out
$24.71avg. 13F price*

At the end of Q4 2025, 5 institutions reported holding CHS Inc. (chsinc V6.75 Perp 3) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Grace & White Inc. ($599K), IMA Advisory Services, Inc. ($166K) and Lanark Financial, Inc. ($50K).

Company
CHS Inc. (chsinc V6.75 Perp 3)
CUSIP
12542R704
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 3Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 4Q4 2024Q1 2025: 5Q1 2025Q2 2025: 3Q2 2025Q3 2025: 5Q3 2025Q4 2025: 5Q4 2025Q1 2026: 4Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$50K
Exits1$20K

All 13F filers, Q3 2025 → Q4 2025: 2,021 shares bought and 1,133 shares sold, net +888 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Grace & White Inc. — No change 24,229 $599K
IMA Advisory Services, Inc. — Reduce -4.5% 6,729 $166K
Lanark Financial, Inc. — New 2,021 $50K
Thompson Investment Management, Inc. — No change 2,000 $49K
Hurley Capital, LLC — No change 800 $20K

"% of holder's portfolio" is CHS INC (CHSINC V6.75 PERP 3)'s weight in each manager's 13F, not the share of CHS Inc. (chsinc V6.75 Perp 3) the manager owns.