Holder evidence
4
SEC ownership of Crestline Lending Solutions, LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002035713.
Lead holder
Partners Capital Holdings, LLP
13D/G signal
Partners Capital Holdings, LLP
Latest evidence
31 Mar 2026
- CIK
- 0002035713
- Location
- Fort Worth, TX
- SEC evidence mix
- 13D/G and 13F
- Lead holder
- Partners Capital Holdings, LLP
- Latest large-stake holder
- Partners Capital Holdings, LLP
- Latest evidence date
- 31 Mar 2026
Issuer identity
Ownership snapshot
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.
Lead holder
Partners Capital Holdings...
13D/G signal
Partners Capital Holdings...
Evidence rows
4
Latest as of
31 Mar 2026
13D/G
13F
Lead comparable stake: 85%
13D/G row: Partners Capital Holdings, LLP
Rank 1 holder
Partners Capital Holdings, LLP
13D/G
- Ownership
- 85%
- Position
- —
Rank 2 holder
Exor N.V.
13F
- Ownership
- 617%
- Position
- $5B
Rank 3 holder
ORBIMED ADVISORS LLC
13F
- Ownership
- 21%
- Position
- $22.08M
| 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
|
617%
|
$5,001,704,778
182,543,970 shares
|
— | 31 Mar 2026 |
| ORBIMED ADVISORS LLC |
13F
Company
|
21%
|
$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 |
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
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 31 May 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 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
Lead holder
John Cochran
Net 12M change
$0
Latest report
29 Oct 2025
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| John Cochran | Chief Operating Officer | Mixed | 29 Oct 2025 | |||
| Camille Sassman | Chief Financial Officer | Mixed | 29 Oct 2025 | |||
| Jesus Payan | Corporate Secretary | Mixed | 29 Oct 2025 | |||
| Cheri Crum | Controller | Mixed | 29 Oct 2025 | |||
| Christopher James Semple | Chief Executive Officer, Director | Mixed | 29 Oct 2025 | |||
| Matthew Eric Smith | Director | Mixed | 29 Oct 2025 | |||
| Bowen S. Diehl | Director | Mixed | 29 Oct 2025 | |||
| Shawn Hessing | Director | Mixed | 29 Oct 2025 | |||
| Michelle Marcano-Johnson | Chief Compliance Officer | Mixed | 29 Oct 2025 | |||
| Tom Bavin | Chief Development Officer | Mixed | 29 Oct 2025 |
Recent insider transactions for Crestline Lending Solutions, LLC
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Reported value | Reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Matthew Eric Smith | Limited Liability Company Units | 0 | 0 | 29 Oct 2025 | Direct | |||||
| Tom Bavin | Limited Liability Company Units | 0 | 0 | 29 Oct 2025 | Direct | |||||
| Michelle Angela Marcano-Johnson | Limited Liability Company Units | 0 | 0 | 29 Oct 2025 | Direct | |||||
| Cheri Crum | Limited Liability Company Units | 0 | 0 | 29 Oct 2025 | Direct | |||||
| Jesus Payan | Limited Liability Company Units | 0 | 0 | 29 Oct 2025 | Direct | |||||
| Camille Sassman | Limited Liability Company Units | 0 | 0 | 29 Oct 2025 | Direct | |||||
| John Cochran | Limited Liability Company Units | 0 | 0 | 29 Oct 2025 | Direct | |||||
| Shawn Hessing | Limited Liability Company Units | 0 | 0 | 29 Oct 2025 | Direct | |||||
| Bowen S. Diehl | Limited Liability Company Units | 0 | 0 | 29 Oct 2025 | Direct | |||||
| Christopher James Semple | Limited Liability Company Units | 0 | 0 | 29 Oct 2025 | Direct |
* indicates a reported price that failed the local validity check.