Filer Snapshot

ORIX Corp USA

CIK 0001602159. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

12

Latest filing

13 Nov 2020

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2020. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

HCFT

$2.31M reported value

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-NT filed on 13 Nov 2020 for CIK 0001602159.

View source filing
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
Trammel Crow Center, 2001 Ross Avenue, Ste 1900, Dallas, TX, 75201
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
DE
Fiscal year end
31 March
Former names on EDGAR
ORIX USA Corp (to 14 May 2018)

Filer intelligence

What SEC filings say about ORIX Corp USA

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $2.31M across 1 reported holdings for Q1 2020.
  • Largest parsed 13F holding: HCFT at $2.31M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2020 - 14 May 2020

Top 5 concentration

100%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$2.31M

Compared with $2.31M total 13F value.

Top 5 net change

+$2.31M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: HCFT

HCFT

HCFT

100%

Hunt Cos Fin Tr Inc

$2.31M

Latest update

What changed recently for ORIX Corp USA

New filing available

Latest 13F period: Q3 2020. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 Nov 2020

Page type

Filer profile

Latest period

Q3 2020

Institutional portfolio context was refreshed from a 13F filing filed on 13 Nov 2020.

Benchmark Context

Benchmark context for this company

ORIX Corp USA has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q3 2020. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001602159 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
12
First seen
09 Feb 2018
Latest filing
13 Nov 2020
Entity
Company

Observed form types

13F-HR 13F-NT

Latest Filings

Showing the latest 12 of 12 SEC filings for ORIX Corp USA.

13F-NT

13F-NT filing

Filing date
13 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 May 2020
Reporting date
31 Mar 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2019
Reporting date
30 Jun 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 May 2019
Reporting date
31 Mar 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
02 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 May 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
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