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Portfolio (Quarterly) Guide ↗

Consolidated Investment Group LLC

· CIK 0001556168
13F Portfolio $836M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New
Page 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MAA MID-AMERICA APT CMNTYS INC Real Estate 11,200.0 $1.6M 0.19% NEW $138.91 -7.7%
62 UDR UDR INC Real Estate 41,000.0 $1.5M 0.18% NEW $36.68 +2.1%
63 LOW LOWES COS INC Consumer Cyclical 6,126.0 $1.5M 0.18% NEW $241.16 -9.6%
64 CRCL CIRCLE INTERNET GROUP INC Financial Services 15,300.0 $1.2M 0.14% NEW $79.30 +40.5%
65 SBUX STARBUCKS CORP Consumer Cyclical 13,098.0 $1.1M 0.13% NEW $84.21 +26.6%
66 DKNG DRAFTKINGS INC Consumer Cyclical 14,000.0 $482K 0.06% NEW $34.46 -27.5%
Page 4 of 4  ·  66 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 52.0%
Technology 22.0%
Consumer Cyclical 6.5%
Communication Services 6.4%
Healthcare 3.8%
Industrials 3.7%
Real Estate 2.4%
Energy 2.3%
Basic Materials 0.6%
Utilities 0.3%