Comparable stake leader
Host-Plus Pty Ltd as trustee for the HOSTPLUS Pooled Superannuation Trust
SEC ownership of Willow Tree Capital Corp
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001944831.
Disclosed value leader
Exor N.V.
Comparable rows
10/13
Latest evidence
27 Jul 2026
- Parsed ownership sources
-
3/4/5, 13D/G, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Host-Plus Pty Ltd as trustee for the HOSTPLUS Pooled Superannuation Trust
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
10 of 13
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Host-Plus Pty Ltd as trustee for the HOSTPLUS Pooled Superannuation Trust
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
27 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001944831
- Issuer location
- New York, NY
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Willow Tree Capital Corp (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Host-Plus Pty Ltd as trus...
Disclosed value leader
Exor N.V.
Comparable rows
10/13
Latest evidence
27 Jul 2026
3/4/5
13D/G
13F
Lead comparable stake: 32%
3 rows are not safely comparable across share classes.
13D/G row: Host-Plus Pty Ltd as trustee for the HOSTPLUS Pooled Superannuation Trust
Showing 1-8 of 13 holder rows.
Quick read
Host-Plus Pty Ltd as trustee for the HOSTPLUS Pooled Superannuation Trust leads the comparable SEC ownership view at 32%.
10 of 13 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Host-Plus Pty Ltd as trustee for the HOSTPLUS Pooled Superannuation Trust's linked filing trail.
Comparable ownership
Top 5
Host-Plus Pty Ltd as trustee for ...
32%
LIBERTY MUTUAL HOLDING Co INC.
16%
HERSHEY TRUST CO TRUSTEE IN TRUST...
11%
AMERITAS LIFE INSURANCE CORP
6%
Exor N.V.
586%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 13 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Host-Plus Pty Ltd as trustee for the HOSTPLUS Pooled Superannuation Trust |
3/4/5
13D/G
10%+ Owner · Host-Plus Pty Ltd as trustee of the Hostplus Pooled Superannuation Trust
|
32%
from 13D/G
|
$89,943,873
5,750,887 shares
|
— | 08 Nov 2024 |
| LIBERTY MUTUAL HOLDING Co INC. |
3/4/5
13D/G
10%+ Owner · Liberty Mutual Holding Company Inc.
|
16%
from 13D/G
|
$66,878,536
4,166,887 shares
|
+$10,210,489 | 27 Jul 2026 |
| HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL |
3/4/5
13D/G
10%+ Owner
|
11%
from 13D/G
|
$48,066,120
2,994,774 shares
|
+$13,162,642 | 27 Jul 2026 |
| AMERITAS LIFE INSURANCE CORP |
13D/G
|
6%
|
—
702,988 shares
|
$0 | 08 Nov 2024 |
| Exor N.V. |
13F
Company
|
586%
|
$5,055,509,678
185,932,684 shares
|
— | 30 Jun 2026 |
| ORBIMED ADVISORS LLC |
13F
Company
|
18%
|
$30,275,391
5,680,186 shares
|
— | 30 Jun 2026 |
| GAGNON SECURITIES LLC |
13F
Company
|
2.4%
|
$11,697,619
765,179 shares
|
— | 30 Jun 2026 |
| Gagnon Advisors, LLC |
13F
Company
|
1%
|
$6,119,731
328,488 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$23,373,131.
Buys
$23,373,131
Insiders: 2
Sells
$0
Insiders: 0
Net
+$23,373,131
Shares: +1,445,447
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 1,445,447
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 117,038 | 0 | $1,878,467 | $0 | +$1,878,467 |
| 3-6 | 248,256 | 0 | $3,992,124 | $0 | +$3,992,124 |
| 6-9 | 971,352 | 0 | $15,714,050 | $0 | +$15,714,050 |
| 9-12 | 108,802 | 0 | $1,788,491 | $0 | +$1,788,491 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-11 of 11 reporting-owner rows connected to Willow Tree Capital Corp. Open a relationship link for the CIK-to-CIK filing trail.
Rows
11
Largest Forms 3/4/5 holder
Host-Plus Pty Ltd as trustee for the HOSTPLUS Pooled Superannuation Trust
Net 12M change
+$23,373,131
Latest report
27 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Host-Plus Pty Ltd as trustee for the HOSTPLUS Pooled Superannuation Trust | 10%+ Owner | $89,943,873 | Mixed | 08 Nov 2024 | ||
| LIBERTY MUTUAL HOLDING Co INC. | 10%+ Owner | $66,878,536 | +$10,210,489 | +18% | Filing P/S | 27 Jul 2026 |
| HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL | 10%+ Owner | $48,066,120 | +$13,162,642 | +38% | Filing P/S | 27 Jul 2026 |
| HERSHEY TRUST CO | 10%+ Owner | $29,981,293 | Mixed | 28 Mar 2025 | ||
| Timothy Lower | CEO and President, Director, 10%+ Owner | $532 | Mixed | 28 May 2024 | ||
| James Roche | 10%+ Owner | $532 | Mixed | 28 May 2024 | ||
| Todd Centurino | Director | Mixed | 24 Oct 2024 | |||
| Justin Chih-Cheng Lee | CCO and Secretary | Mixed | 28 May 2024 | |||
| Mark Klingensmith | CFO and Treasurer | Mixed | 28 May 2024 | |||
| Jane Siebels | Director | Mixed | 24 Oct 2024 | |||
| Boris Onefater | Director | Mixed | 24 Oct 2024 |
Recent insider transactions for Willow Tree Capital Corp
Showing up to 300 recent insider transactions from the last 12 months.
* marks a reported price that did not pass the local price check.