Gator Capital Management’s US Global Investors GROW Stock Holding History

Gator Capital Management’s Portfolio GROW Stock Details GROW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.5M	Buy	1,121,593 +80,219	+8%	+$218K	0.73%	36
2026 Q1	$2.58M	Buy	1,041,374 +208,283	+25%	+$624K	0.53%	47
2025 Q4	$2.01M	Buy	833,091 +132,207	+19%	+$329K	0.41%	68
2025 Q3	$1.93M	Buy	700,884 +16,661	+2%	+$41.2K	0.49%	37
2025 Q2	$1.78M	Buy	684,223 +35,472	+5%	+$79.5K	0.55%	36
2025 Q1	$1.47M	Buy	648,751 +197,934	+44%	+$473K	0.56%	35
2024 Q4	$1.1M	Buy	450,817 +154,836	+52%	+$379K	0.41%	39
2024 Q3	$764K	Buy	+295,981	New	+$767K	0.34%	45

Other funds holding GROW

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gator Capital Management's GROW Position: Q2 2026 in Review

Gator Capital Management increased its US Global Investors (GROW) stake by 7.7% in Q2 2026, buying an estimated $218K and bringing the position to 1,121,593 shares worth $3.5M. The position accounts for 0.73% of the portfolio, ranked #36.

Gator Capital Management first reported a position in GROW in Q3 2024 and has held it in 8 quarters since. 35 funds tracked by Wall St. Rank hold GROW as of Q2 2026.

Gator Capital Management held 1,121,593 shares of US Global Investors worth $3.5M as of Q2 2026.
Gator Capital Management bought 80,219 US Global Investors shares in Q2 2026, an estimated $218K.
US Global Investors made up 0.73% of Gator Capital Management's portfolio in Q2 2026, its #36 holding.
Gator Capital Management first reported a position in US Global Investors in Q3 2024 and has held it in 8 quarters since.
35 funds tracked by Wall St. Rank held US Global Investors as of Q2 2026.

Based on Gator Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.