CalibercosCWD
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 15 institutions reported holding Calibercos Inc. (CWD) in their 13F filings, up 1 from Q2 2024. 3 opened new positions and 2 sold out. The largest holders were Mariner, LLC ($212K), Koshinski Asset Management, Inc. ($69K) and Fortitude Family Office, LLC ($30K). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Calibercos Inc.
- CUSIP
- 13000T109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $45K |
| Exits | 2 | $4K |
All 13F filers, Q2 2024 → Q3 2024: 124,526 shares bought and 43,505 shares sold, net +81,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Mariner, LLC | 0.00% | No change | 340,153 | $212K |
| Koshinski Asset Management, Inc. | 0.01% | Add +90.0% | 110,000 | $69K |
| Fortitude Family Office, LLC | 0.01% | No change | 48,313 | $30K |
| Capital Insight Partners, LLC | 0.01% | Reduce -32.1% | 47,194 | $29K |
| Geode Capital Management, LLC | 0.00% | New | 39,855 | $25K |
| 1776 Wealth LLC | 0.01% | No change | 25,000 | $16K |
| Citadel Advisors | 0.00% | Reduce -21.2% | 22,303 | $14K |
| Creative Planning | 0.00% | New | 21,431 | $13K |
| Royal Bank of Canada | 0.00% | No change | 20,979 | $13K |
| Renaissance Technologies | 0.00% | Reduce -37.2% | 18,082 | $11K |
| Vanguard Group Inc. | 0.00% | No change | 14,419 | $9K |
| Coldstream Capital Management Inc. | 0.00% | New | 11,060 | $7K |
| Bank of America Corp. | 0.00% | Add +0.8% | 11,013 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -0.3% | 3,542 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.3% | 18 | $11 |
"% of holder's portfolio" is CWD's weight in each manager's 13F, not the share of Calibercos Inc. the manager owns.