Brookwood Investment Group LLC CDZI β€” CADIZ INC

Ownership history in Brookwood Investment Group LLC  Β·  5 quarters on record

AI Ownership Summary

Brookwood Investment Group LLC reported CADIZ INC (CDZI) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows CDZI at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CDZI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brookwood Investment Group LLC's position in CADIZ INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CDZI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Brookwood Investment Group LLC held CDZI β€” position size vs. price
% of Fund (quarterly)    CDZI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 21,000 β€” 0% 0.01% $103K 2026-05-04 $4.40
2025 Q4 UNCHANGED β€” β€” β€” 21,000 β€” 0% 0.01% $118K 2026-01-22 $6.61
2025 Q3 REDUCED β€” β€” β€” 21,000 -500 -2.3% 0.01% $99K 2025-10-21 $4.82
2025 Q2 ADDED β€” β€” β€” 21,500 +500 +2.4% 0.01% $64K 2025-08-01 $3.01
2025 Q1 INITIATED β€” β€” β€” 21,000 β€” β€” 0.01% $62K 2025-05-06 $2.99

🏒 Other funds also holding CDZI

As of 2026 Q2 β€” sorted by position size

HCR Wealth Advisors 3Y 7Y 0.03% Curated Wealth Partners LLC 3Y 0.0% GAMMA Investing LLC 0.0%

FAQ About Brookwood Investment Group LLC and CDZI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brookwood Investment Group LLC reported owning CDZI?

Brookwood Investment Group LLC reported CDZI across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CDZI position in Brookwood Investment Group LLC's portfolio?

The largest reported portfolio weight for CDZI was 0.01% in 2025 Q4.

What is the latest reported CDZI position on this page?

The most recent filing on this page is 2026 Q1, when Brookwood Investment Group LLC reported 21,000 shares, equal to 0.01% of portfolio, with an estimated market value of $103K.

What does the chart on this CDZI ownership page compare?

The chart compares Brookwood Investment Group LLC's quarterly CDZI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Brookwood Investment Group LLC time their CDZI position?

Based on 13F filing dates vs. subsequent CDZI price moves, Brookwood Investment Group LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CDZI relative to SPY over the holding period was +13.3%.

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