DOSSIER · 13F-HR · Q1 2026
Castellan Group
Castellan's holding co. based in Stamford, CT — $726M in tracked AUM across 37 positions as of Q1 2026.
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Castellan·Stamford, CT·Holding Co.
CIK 0001832521 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Castellan Group SEC 13F Filing
Portfolio Overview
Castellan Group reported a significant expansion in its portfolio value for the quarter ending December 31, 2025. The total assets under management (AUM) grew by 21.6%, rising from $653.78 million to $795.17 million. This growth occurred alongside a substantial restructuring of the portfolio's composition. The number of holdings stands at 61, indicating a focused but actively managed strategy. The most ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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