Sector: financefintech
Conviction from: Citrini
52-week range: 0.93006.38
Wholesale mortgage lender
3 tracked filer(s) hold this · 1 opened, 0 added, 2 trimmed in 30-JUN-2026
Aggregate 13FScore 78 — mean of 3 scored holder(s) · buyers (new/add) avg 95. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Stanley Druckenmiller / Duquesne | 95 | New buy | 2,583,000 | $5,915 | 0.1% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -42% | 2,054,332 | $4,704,420 | 0.0% |
| Steve Cohen / Point72 | 76 | Trimmed -47% | 517,600 | $1,185,304 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Form | Activist | % of class | Conviction | |
|---|
| 2026-04-23 | SCHEDULE 13D/A | SFS HOLDING CORP | | Low | filing |
| 2026-04-01 | SCHEDULE 13D/A | SFS HOLDING CORP | | Low | filing |
| 2026-03-05 | SCHEDULE 13D/A | SFS HOLDING CORP | 81.7% | Med | filing |
| 2026-02-02 | SCHEDULE 13D/A | SFS HOLDING CORP | 82.7% | Med | filing |
| Report | Date | Stance |
|---|
| #103 — Macro Memo: The Powell Struggle | 2025-07-27 | WATCH |
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | LONG |