CalibercosCWD
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 19 institutions reported holding Calibercos Inc. (CWD) in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 2 sold out. The largest holders were Citadel Advisors ($91K), Clark Capital Management Group, Inc. ($78K) and Koshinski Asset Management, Inc. ($78K). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $105K |
| Exits | 2 | $47K |
All 13F filers, Q4 2024 → Q1 2025: 281,057 shares bought and 99,871 shares sold, net +181,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Citadel Advisors | 0.00% | Add +51.8% | 165,110 | $91K |
| Clark Capital Management Group, Inc. | 0.00% | New | 141,056 | $78K |
| Koshinski Asset Management, Inc. | 0.01% | No change | 140,000 | $78K |
| Geode Capital Management, LLC | 0.00% | Reduce -3.0% | 102,822 | $57K |
| Fortitude Family Office, LLC | 0.01% | No change | 48,313 | $27K |
| Renaissance Technologies | 0.00% | Add +155.5% | 39,941 | $22K |
| Ironwood Investment Counsel, LLC | 0.00% | No change | 33,029 | $18K |
| Synergy Investment Management, LLC | 0.01% | No change | 32,000 | $18K |
| Susquehanna International Group, LLP | 0.00% | New | 30,723 | $17K |
| Virtu Financial LLC | 0.00% | Add +67.7% | 25,791 | $14K |
| 1776 Wealth LLC | 0.01% | No change | 25,000 | $14K |
| Royal Bank of Canada | 0.00% | No change | 20,979 | $12K |
| ACT Advisors, LLC. | 0.01% | Reduce -29.3% | 21,335 | $12K |
| Two Sigma Securities, LLC | 0.00% | New | 18,216 | $10K |
| Vanguard Group Inc. | 0.00% | No change | 14,419 | $8K |
| Creative Planning | 0.00% | Reduce -46.7% | 11,431 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -0.4% | 3,436 | $2K |
| Bank of America Corp. | 0.00% | Reduce -99.2% | 93 | $51 |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.1% | 16 | $9 |
"% of holder's portfolio" is CWD's weight in each manager's 13F, not the share of Calibercos Inc. the manager owns.