Sector: financefintech
Conviction from: Citrini
52-week range: 0.93007.14
Wholesale mortgage lender
2 tracked filer(s) hold this · 1 opened, 0 added, 1 trimmed in 30-JUN-2026
Aggregate 13FScore 78 — mean of 2 scored holder(s) · buyers (new/add) avg 92. Higher = the smart money in this name has the better track record.
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 |