Cannell & Spears LLC LDI — LOANDEPOT INC

Ownership history in Cannell & Spears LLC  ·  7 quarters on record

AI Ownership Summary

Cannell & Spears LLC reported LOANDEPOT INC (LDI) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q4. The latest visible filing shows LDI 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 LDI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cannell & Spears LLC's position in LOANDEPOT 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

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

High-water mark
Peak Conviction
0.05% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 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.

LDI stock page Cannell & Spears LLC fund profile Cannell & Spears LLC full holdings
How Cannell & Spears LLC held LDI — position size vs. price
% of Fund (quarterly)    LDI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 379,800 — 0% 0.01% $538K 2026-05-14 $1.32
2025 Q4 ADDED — — — 379,800 +39,000 +11.4% 0.01% $786K 2026-02-17 $2.02
2025 Q3 REDUCED 22.0% -32.2% ✅ 340,800 -96,000 -22.0% 0.02% $1.0M 2025-11-14 $2.55
2025 Q2 REDUCED — — — 436,800 -10,000 -2.2% 0.01% $555K 2025-08-14 $1.99
2025 Q1 REDUCED 65.5% +6.7% ❌ 446,800 -847,400 -65.5% 0.01% $532K 2025-05-14 $1.21
2024 Q4 ADDED — — — 1,294,200 +971,700 +301.3% 0.05% $2.6M 2025-02-12 $1.62
2024 Q3 INITIATED — — — 322,500 — — 0.02% $880K 2024-11-12 $2.77

🏢 Other funds also holding LDI

As of 2026 Q1 — sorted by position size

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3Y 7Y 0.66% Leisure Capital Management 3Y 7Y 0.25% Philadelphia Financial Management of San Francisco, LLC 3Y 7Y 0.1% BW Gestao de Investimentos Ltda. 3Y 7Y 0.05% Sincerus Advisory, LLC 0.02% WASATCH ADVISORS LP 3Y 7Y 0.02% Rubicon Advisors, GP 0.01% WOLVERINE ASSET MANAGEMENT LLC 3Y 7Y 0.01% State of Wyoming 3Y 0.01% TFC Financial Management, Inc. 3Y 0.01%

FAQ About Cannell & Spears LLC and LDI

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

How long has Cannell & Spears LLC reported owning LDI?

Cannell & Spears LLC reported LDI across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported LDI position in Cannell & Spears LLC's portfolio?

The largest reported portfolio weight for LDI was 0.05% in 2024 Q4.

What is the latest reported LDI position on this page?

The most recent filing on this page is 2026 Q1, when Cannell & Spears LLC reported 379,800 shares, equal to 0.01% of portfolio, with an estimated market value of $538K.

What does the chart on this LDI ownership page compare?

The chart compares Cannell & Spears LLC's quarterly LDI 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 Cannell & Spears LLC time their LDI position?

Based on 13F filing dates vs. subsequent LDI price moves, Cannell & Spears LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on LDI relative to SPY over the holding period was -48.1%.

← Back to Cannell & Spears LLC Holdings