Among active 13F managers last quarter, 3 opened and 12 added, while 9 reduced; the largest holder to move was Hotchkis & Wiley Capital Management LLC (+6.0%). Over the last 180 days, 1 insider sold and none bought, a net -$650K in open-market trades.
The legs disagree, or only one of them leans.
65 tracked 13F filers disclose a position in SRG as of the latest SEC 13F filings, a combined $59.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hotchkis & Wiley Capital Management LLC | 3.3M | $8.7M | ▲+6.0% Added · +186K sh | Q2 2026 | |
| 2 | Newtyn Management, LLC | 2.3M | $6.0M | ▲55× Added · +2.2M sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 1.8M | $4.7M | ▲+10% Added · +170K sh | Q2 2026 | |
| 4 | Yakira Capital Management, Inc. | 1.1M | $3.0M | ▲+12% Added · +124K sh | Q2 2026 | |
| 5 | K2 Principal Fund, L.P. | 1.1M | $2.8M | —Held | Q2 2026 | |
| 6 | Towerview LLC | 1.0M | $2.7M | —Held | Q2 2026 | |
| 7 | FourWorld Capital Management LLC | 928K | $2.4M | ▼−17% Reduced · −185K sh | Q2 2026 | |
| 8 | Gabelli Funds LLC | 782K | $2.2M | —Held | Q1 2026 | |
| 9 | Gabelli & Co Investment Advisers, Inc. | 774K | $2.0M | —Held | Q2 2026 | |
| 10 | Clutterbuck Capital Management LLC | 701K | $1.8M | ▲+27% Added · +149K sh | Q2 2026 | |
| 11 | Groupe la Francaise | 620K | $1.7M | —Held | Q1 2026 | |
| 12 | BlackRock, Inc. | 595K | $1.6M | —Held | Q2 2026 | |
| 13 | Credit Industriel Et Commercial | 562K | $1.5M | —Held | Q2 2026 | |
| 14 | Geode Capital Management, LLC | 455K | $1.2M | ▼−11% Reduced · −54K sh | Q2 2026 | |
| 15 | Citadel Advisors LLC | 447K | $1.2M | ▲+24% Added · +87K sh | Q2 2026 | |
| 16 | Nexpoint Asset Management, L.P. | 418K | $1.1M | —Held | Q2 2026 | |
| 17 | Hunting Hill Global Capital, LLC | 372K | $1.0M | ▲+13% Added · +43K sh | Q1 2026 | |
| 18 | D. E. Shaw & Co., Inc. | 351K | $987K | ▼−21% Reduced · −94K sh | Q1 2026 | |
| 19 | Prelude Capital Management, LLC | 342K | $899K | ▲+67% Added · +138K sh | Q2 2026 | |
| 20 | Marshall Wace, LLP | 332K | $934K | ▼−5.0% Reduced · −17K sh | Q1 2026 | |
| 21 | Boothbay Fund Management, LLC | 312K | $821K | —Held | Q2 2026 | |
| 22 | Goldman Sachs Group Inc | 304K | $855K | ▲+12% Added · +33K sh | Q1 2026 | |
| 23 | Ancora Advisors LLC | 263K | $691K | ▲+27% Added · +56K sh | Q2 2026 | |
| 24 | Charles Schwab Investment Management Inc | 258K | $726K | ▲+0.5% Added · +1K sh | Q1 2026 | |
| 25 | Vanguard Fiduciary Trust Co | 256K | $673K | ▲+0.7% Added · +2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in SRG and 12 added to an existing one, while 9 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 31 funds | $48.4B |
| Nvidia CorpNVDA | 29 funds | $97.1B |
| Alphabet Inc-CL AGOOGL | 29 funds | $49.4B |
| Amazon.com IncAMZN | 28 funds | $42.1B |
| Meta Platforms Inc-Class AMETA | 28 funds | $24.7B |
| Broadcom IncAVGO | 27 funds | $41.0B |
| Alphabet Inc-CL CGOOG | 27 funds | $28.5B |
| Eli Lilly & CoLLY | 27 funds | $22.1B |
| Apple IncAAPL | 26 funds | $63.3B |
| Tesla IncTSLA | 26 funds | $18.4B |
| Cisco Systems IncCSCO | 26 funds | $6.1B |
| Advanced Micro DevicesAMD | 25 funds | $25.1B |
Ranked by how many of SRG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SRG.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 31, 2026 | Yakira Capital Management, Inc. | 10% Owner | Sell (S) | 27K | $650K |
| Feb 24, 2026 | Yakira Capital Management, Inc. | 10% Owner | Sell (S) | 2K | $54K |
| Feb 23, 2026 | Yakira Capital Management, Inc. | 10% Owner | Sell (S) | 7K | $177K |
| Feb 9, 2026 | Yakira Capital Management, Inc. | 10% Owner | Sell (S) | 6K | $134K |
| Feb 6, 2026 | Yakira Capital Management, Inc. | 10% Owner | Sell (S) | 810 | $20K |
| Feb 5, 2026 | Yakira Capital Management, Inc. | 10% Owner | Sell (S) | 1K | $25K |
| Feb 4, 2026 | Yakira Capital Management, Inc. | 10% Owner | Sell (S) | 3K | $62K |
| Jan 26, 2026 | Yakira Capital Management, Inc. | 10% Owner | Sell (S) | 5K | $122K |
| Sep 11, 2025 | Lampert Edward S | 10% Owner | Sell (S) | 24K | $107K |
| Sep 9, 2025 | Lampert Edward S | 10% Owner | Sell (S) | 40K | $176K |
| May 21, 2024 | Yakira Capital Management, Inc. | 10% Owner | Buy (P) | 24K | $470K |
| Apr 8, 2024 | Douglas Russell Palmer | Director | Sell (P) | 60K | $1.4M |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 21 | 15 | – |
Insiders Form 4 open-market | 0 | 1 | -$650K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SRG
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SRG/capital-change-brief"
Use Arkolith's capital_change_brief for SRG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SRG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.