Comparable stake leader
Partners Capital Holdings, LLP
SEC ownership of Crestline Lending Solutions, LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002035713.
Disclosed value leader
Exor N.V.
Comparable rows
4/8
Latest evidence
24 Jul 2026
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Partners Capital Holdings, LLP
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
4 of 8
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Partners Capital Holdings, LLP
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
24 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002035713
- Issuer location
- Fort Worth, TX
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 Crestline Lending Solutions, LLC (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
Partners Capital Holdings...
Disclosed value leader
Exor N.V.
Comparable rows
4/8
Latest evidence
24 Jul 2026
13D/G
13F
3/4/5
Lead comparable stake: 85%
4 rows are not safely comparable across share classes.
13D/G row: Partners Capital Holdings, LLP
Quick read
Partners Capital Holdings, LLP leads the comparable SEC ownership view at 85%.
4 of 8 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 Partners Capital Holdings, LLP's linked filing trail.
Comparable ownership
Top 4
Partners Capital Holdings, LLP
85%
Exor N.V.
575%
ORBIMED ADVISORS LLC
20%
Strategic Investment Solutions, I...
0%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 8 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Partners Capital Holdings, LLP |
13D/G
|
85%
|
—
14,578,883 shares
|
$0 | 31 Dec 2025 |
| Exor N.V. |
13F
Company
|
575%
|
$5,001,704,778
182,543,970 shares
|
— | 31 Mar 2026 |
| ORBIMED ADVISORS LLC |
13F
Company
|
20%
|
$22,079,801
6,210,899 shares
|
— | 31 Mar 2026 |
| Strategic Investment Solutions, Inc. /IL |
13F
Company
|
0%
|
$29,157
127 shares
|
— | 31 Mar 2026 |
| Christopher James Semple |
3/4/5
Chief Executive Officer, Director
|
—
class O/S missing
|
$500,114
25,477 shares
|
+$500,115 | 24 Jul 2026 |
| Matthew Eric Smith |
3/4/5
Director
|
—
class O/S missing
|
$250,057
12,739 shares
|
+$250,057 | 24 Jul 2026 |
| Tom Bavin |
3/4/5
Chief Development Officer
|
—
class O/S missing
|
—
10,191 shares
|
— | 24 Jul 2026 |
| John Cochran |
3/4/5
Chief Operating Officer
|
—
class O/S missing
|
—
7,643 shares
|
— | 24 Jul 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: +$750,172.
Buys
$750,172
Insiders: 2
Sells
$0
Insiders: 0
Net
+$750,172
Shares: +38,216
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 38,216
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 38,216 | 0 | $750,172 | $0 | +$750,172 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-10 of 10 reporting-owner rows connected to Crestline Lending Solutions, LLC. Open a relationship link for the CIK-to-CIK filing trail.
Rows
10
Largest Forms 3/4/5 holder
Christopher James Semple
Net 12M change
+$750,172
Latest report
24 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Christopher James Semple | Chief Executive Officer, Director | $500,114 | +$500,115 | +100% | Filing P/S | 24 Jul 2026 |
| Matthew Eric Smith | Director | $250,057 | +$250,057 | +100% | Filing P/S | 24 Jul 2026 |
| Cheri Crum | Controller | Mixed | 29 Oct 2025 | |||
| John Cochran | Chief Operating Officer | Mixed | 24 Jul 2026 | |||
| Bowen S. Diehl | Director | Mixed | 29 Oct 2025 | |||
| Camille Sassman | Chief Financial Officer | Mixed | 29 Oct 2025 | |||
| Michelle Marcano-Johnson | Chief Compliance Officer | Mixed | 29 Oct 2025 | |||
| Tom Bavin | Chief Development Officer | Mixed | 24 Jul 2026 | |||
| Shawn Hessing | Director | Mixed | 29 Oct 2025 | |||
| Jesus Payan | Corporate Secretary | Mixed | 29 Oct 2025 |
Recent insider transactions for Crestline Lending Solutions, LLC
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Tom Bavin | Limited Liability Company Units | Purchase | 10,191 | 10,191 | 24 Jul 2026 | Direct | ||||
| John Cochran | Limited Liability Company Units | Purchase | 7,643 | 7,643 | 24 Jul 2026 | Direct | ||||
| Christopher James Semple | Limited Liability Company Units | Purchase | $500,115 | $19.63 | 25,477 | 25,477 | 24 Jul 2026 | Direct | ||
| Matthew Eric Smith | Limited Liability Company Units | Purchase | $250,057 | $19.63 | 12,739 | 12,739 | 24 Jul 2026 | Direct |
* marks a reported price that did not pass the local price check.