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Disclosery

HoldCo Asset Management, LP: BKU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HoldCo Asset Management, LP on BKU, newest first. How the timeline and the estimate are built.

HoldCo Asset Management, LP held 3,535,282 BKU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,535,282 shares
    Change vs previous 13F 0 shares

    11% of the 13F portfolio, value $171,284,413.

    13F-HR 0001724246-26-000004 filed by HoldCo Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,535,282 shares
    Change vs previous 13F 0 shares

    11.88% of the 13F portfolio, value $159,653,335.

    13F-HR 0001724246-26-000003 filed by HoldCo Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,535,282 shares
    Change vs previous 13F +2,598,382 shares

    11.85% of the 13F portfolio, value $157,567,519.

    13F-HR 0001724246-26-000002 filed by HoldCo Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 936,900 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $35,752,104.

    13F-HR 0001724246-25-000007 filed by HoldCo Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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