Tvardi Therapeutics Inc. Com

13F holders, Q3 2025 (September 30)
8holders +1
1new positions
0sold out
$38.92avg. 13F price*

At the end of Q3 2025, 8 institutions reported holding Tvardi Therapeutics Inc. Com in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Duncan Williams Asset Management, LLC ($859K), LRI Investments, LLC ($3K) and Cornerstone Planning Group LLC ($330).

Company
Tvardi Therapeutics Inc. Com
CUSIP
140755208
Latest filing quarter
Q4 2025

History

Number of 13F holders

01020304050 Q3 2024: 1Q3 2024Q4 2024: 42Q4 2024Q1 2025: 35Q1 2025Q2 2025: 7Q2 2025Q3 2025: 8Q3 2025Q4 2025: 3Q4 2025

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$86
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 236 shares bought, net +236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Duncan Williams Asset Management, LLC 0.24% Add +0.9% 22,030 $859K
LRI Investments, LLC 0.00% No change 82 $3K
Cornerstone Planning Group LLC 0.00% Add +3400.0% 35 $330
Painted Porch Advisors LLC 0.00% No change 6 $234
Creative Financial Designs Inc. 0.00% No change 6 $234
Farther Finance Advisors, LLC 0.00% No change 3 $117
Sound Income Strategies, LLC 0.00% New 2 $86
Front Row Advisors LLC 0.00% No change 1 $39

"% of holder's portfolio" is TVARDI THERAPEUTICS INC COM's weight in each manager's 13F, not the share of Tvardi Therapeutics Inc. Com the manager owns.