MEITAV INVESTMENT HOUSE LTD BRRR β€” COINSHARES VALKYRIE BITCOIN

Ownership history in MEITAV INVESTMENT HOUSE LTD  Β·  5 quarters on record

AI Ownership Summary

MEITAV INVESTMENT HOUSE LTD reported COINSHARES VALKYRIE BITCOIN (BRRR) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows BRRR at 0.04% 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 BRRR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MEITAV INVESTMENT HOUSE LTD's position in COINSHARES VALKYRIE BITCOIN, 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

BRRR was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

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 MEITAV INVESTMENT HOUSE LTD held BRRR β€” position size vs. price
% of Fund (quarterly)    BRRR 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 ADDED β€” β€” β€” 167,112 +51,953 +45.1% 0.04% $3.2M 2026-04-29 $21.29
2025 Q4 ADDED β€” β€” β€” 115,159 +22,119 +23.8% 0.03% $2.8M 2026-02-10 $19.41
2025 Q3 ADDED β€” β€” β€” 93,040 +20,805 +28.8% 0.04% $3.0M 2025-10-29 $31.24
2025 Q2 ADDED β€” β€” β€” 72,235 +28,874 +66.6% 0.03% $2.2M 2025-07-23 $33.49
2025 Q1 INITIATED β€” β€” β€” 43,361 β€” β€” 0.02% $1.0M 2025-05-12 $28.80

🏒 Other funds also holding BRRR

As of 2026 Q2 β€” sorted by position size

CPR Investments Inc. 3Y 2.03% CoreCap Advisors, LLC 3Y 0.0%

FAQ About MEITAV INVESTMENT HOUSE LTD and BRRR

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

How long has MEITAV INVESTMENT HOUSE LTD reported owning BRRR?

MEITAV INVESTMENT HOUSE LTD reported BRRR across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BRRR position in MEITAV INVESTMENT HOUSE LTD's portfolio?

The largest reported portfolio weight for BRRR was 0.04% in 2025 Q3.

What is the latest reported BRRR position on this page?

The most recent filing on this page is 2026 Q1, when MEITAV INVESTMENT HOUSE LTD reported 167,112 shares, equal to 0.04% of portfolio, with an estimated market value of $3.2M.

What does the chart on this BRRR ownership page compare?

The chart compares MEITAV INVESTMENT HOUSE LTD's quarterly BRRR 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 MEITAV INVESTMENT HOUSE LTD time their BRRR position?

Based on 13F filing dates vs. subsequent BRRR price moves, MEITAV INVESTMENT HOUSE LTD correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on BRRR relative to SPY over the holding period was -41.3%.

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