CalibercosCWD
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 14 institutions reported holding Calibercos Inc. (CWD) in their 13F filings, down 1 from Q1 2024. 1 opened new positions and 2 sold out. The largest holders were Mariner, LLC ($286K), Capital Insight Partners, LLC ($58K) and Koshinski Asset Management, Inc. ($45K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Calibercos Inc.
- CUSIP
- 13000T109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 2 | $23K |
All 13F filers, Q1 2024 → Q2 2024: 53,167 shares bought and 33,654 shares sold, net +19,513 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Mariner, LLC | 0.00% | No change | 340,153 | $286K |
| Capital Insight Partners, LLC | 0.01% | Reduce -13.8% | 69,489 | $58K |
| Koshinski Asset Management, Inc. | 0.00% | Add +131.6% | 57,906 | $45K |
| Fortitude Family Office, LLC | 0.02% | No change | 48,313 | $41K |
| Renaissance Technologies | 0.00% | Add +60.9% | 28,800 | $24K |
| Citadel Advisors | 0.00% | Reduce -0.0% | 28,302 | $24K |
| 1776 Wealth LLC | 0.01% | No change | 25,000 | $21K |
| Royal Bank of Canada | 0.00% | No change | 20,979 | $18K |
| Vanguard Group Inc. | 0.00% | Add +42.5% | 14,419 | $12K |
| Bank of America Corp. | 0.00% | No change | 10,927 | $9K |
| UBS Group AG | 0.00% | New | 3,783 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +56.2% | 3,551 | $3K |
| Qube Research & Technologies Ltd | 0.00% | No change | 700 | $588 |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.0% | 19 | $16 |
"% of holder's portfolio" is CWD's weight in each manager's 13F, not the share of Calibercos Inc. the manager owns.