CUSIP 500767553CALIFORNIA CARBKCCAQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Summit Trail Advisors, LLC | 1.24M | $20.82M |
| 2 | Fielder Capital Group LLC | 510.7K | $8.59M |
| 3 | Morgan Stanley | 481.3K | $8.09M |
| 4 | Newedge Wealth, LLC | 220.0K | $3.70M |
| 5 | Black Maple Capital Management LP | 105.5K | $1.77M |
| 6 | Picton Mahoney Asset Management | 53.2K | $895.9K |
| 7 | Brucke Financial, Inc. | 33.1K | $555.9K |
| 8 | Biltmore Family Office, LLC | 18.0K | $303.3K |
| 9 |
| Maltin Wealth Management, Inc. |
| 17.1K |
| $287.2K |
| 10 | Sharp Wealth Advisory, LLC | 16.1K | $270.5K |