MondegarAI
HRTG GPE, LLC

Q1 2026 · 13F-HR

HRTG GPE, LLCholdings as filed

Filed 2026-05-15 · accession 0001537455-26-000008

$781.0M
Reported value
3
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · HRTG GPE, LLC · Q1 2026

AI · grounded in 13F

HRTG GPE, LLC closed its position in FIG, reducing its holdings by $146.4M. The fund also exited its position in CVNA, resulting in a $12.2M decrease. To offset these sells, the fund accumulated shares in IBIT and IAU by 43.2% and 42.5% respectively.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464285204IAUISHARES GOLD TR$397.5M50.9%4,508,493CommonSOLE
82846H405QXOQXO INC$258.7M33.1%13,319,457CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$124.9M16.0%3,250,731CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.