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Disclosery

Carlson Capital Management: SFGV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carlson Capital Management on SFGV, newest first. How the timeline and the estimate are built.

Carlson Capital Management held 33,332,105 SFGV shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 33,332,105 shares
    Change vs previous 13F +772,394 shares

    39.69% of the 13F portfolio, value $909,299,830.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 32,559,711 shares
    Change vs previous 13F +577,531 shares

    40.26% of the 13F portfolio, value $948,177,856.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 31,982,180 shares
    Change vs previous 13F +579,579 shares

    40.61% of the 13F portfolio, value $862,271,563.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 31,402,601 shares
    Change vs previous 13F not available

    40.67% of the 13F portfolio, value $861,637,128.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).