Q3 2025 13F Holders as of 9/30/2025
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Type / Class
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Equity / TWIN OAK SHORT
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Number of holders
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3
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Total 13F shares, excl. options
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127K
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Shares change
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-362K
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Total reported value, excl. options
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$3.57M
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Value change
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-$10.1M
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Number of buys
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3
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Number of sells
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-1
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Price
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$28.13
Significant Holders of MANAGER DIRECTED PORTFOLIOS - TWIN OAK SHORT (TOAK) as of Q3 2025
4 filings reported holding TOAK - MANAGER DIRECTED PORTFOLIOS - TWIN OAK SHORT as of Q3 2025.
MANAGER DIRECTED PORTFOLIOS - TWIN OAK SHORT (TOAK) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 127K shares
.
Largest 4 shareholders include Retirement Planning Co of New England, Inc. (71.2K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (35.3K shares), OLD MISSION CAPITAL LLC (20.5K shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (0 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.