CMTG CLAROS MTG TR INC

Ownership history in Caption Management, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Caption Management, LLC reported a position in CLAROS MTG TR INC (CMTG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q1)
Avg. % of fund
0.02%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 340,000 -660,000 -66.0% 0.01% $1.0M $3.06
2025 Q4 ADDED 1,000,000 +702,764 +236.4% 0.02% $3.1M $3.06
2025 Q3 REDUCED 297,236 -734,264 -71.2% 0.01% $987K $3.32
2025 Q3 UNCHANGED 1,031,500 0% 0.03% $3.4M $3.32
2025 Q2 ADDED 1,031,500 +734,264 +247.0% 0.03% $2.9M $2.85
2025 Q2 ADDED 297,236 +32,061 +12.1% 0.01% $847K $2.85
2025 Q1 REDUCED 265,175 -766,325 -74.3% 0.01% $989K $3.73
2025 Q1 INITIATED 1,031,500 0.04% $3.8M $3.73
% of Fund (quarterly)    CMTG price (monthly, adj. close)
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