Ridgewood Investments LLC C — CITIGROUP INC

Ownership history in Ridgewood Investments LLC  ·  25 quarters on record

AI Ownership Summary

Ridgewood Investments LLC reported CITIGROUP INC (C) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2024 Q1. The latest visible filing shows C at 0.24% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this C ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ridgewood Investments LLC's position in CITIGROUP 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

C was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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.

C stock page Ridgewood Investments LLC fund profile Ridgewood Investments LLC full holdings
How Ridgewood Investments LLC held C — position size vs. price
% of Fund (quarterly)    C price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,075 -71 -1.4% 0.24% $576K 2026-05-15 (Est.) $123.42
2025 Q3 UNCHANGED — — — 5,146 — 0% 0.22% $522K 2025-10-30 $98.64
2025 Q2 UNCHANGED — — — 5,146 — 0% 0.19% $438K 2025-07-14 $85.56
2025 Q1 REDUCED — — — 5,146 -101 -1.9% 0.17% $365K 2025-05-07 $68.69
2024 Q4 REDUCED 29.1% +1.6% ❌ 5,247 -2,157 -29.1% 0.18% $369K 2025-01-10 $68.79
2024 Q3 REDUCED — — — 7,404 -211 -2.8% 0.23% $463K 2024-10-04 $59.82
2024 Q2 REDUCED 6.9% -0.4% ✅ 7,615 -561 -6.9% 0.24% $483K 2024-07-29 $60.82
2024 Q1 REDUCED — — — 8,176 -18 -0.2% 0.27% $517K 2024-04-10 $56.43
2023 Q4 REDUCED 5.9% +24.6% ❌ 8,194 -518 -5.9% 0.25% $421K 2024-01-11 $48.37
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding C

As of 2026 Q1 — sorted by position size

Kazazian Asset Management, LLC 3Y 7Y 17.68% KAHN BROTHERS GROUP INC 3Y 7Y 16.91% Spectrum Financial Alliance Ltd LLC 3Y 7Y 14.35% SALZHAUER MICHAEL 3Y 7Y 13.85% AMERICAN FINANCIAL GROUP INC 3Y 7Y 13.25% TERRIL BROTHERS, INC. 3Y 7Y 12.57% Alden Global Capital LLC 3Y 7Y 10.93% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 9.4% MASTERS CAPITAL MANAGEMENT LLC 3Y 7Y 7.49% Provident Living Financial Services, Inc. 7.0%

FAQ About Ridgewood Investments LLC and C

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

How long has Ridgewood Investments LLC reported owning C?

Ridgewood Investments LLC reported C across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported C position in Ridgewood Investments LLC's portfolio?

The largest reported portfolio weight for C was 0.27% in 2024 Q1.

What is the latest reported C position on this page?

The most recent filing on this page is 2026 Q1, when Ridgewood Investments LLC reported 5,075 shares, equal to 0.24% of portfolio, with an estimated market value of $576K.

What does the chart on this C ownership page compare?

The chart compares Ridgewood Investments LLC's quarterly C 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 Ridgewood Investments LLC time their C position?

Based on 13F filing dates vs. subsequent C price moves, Ridgewood Investments LLC correctly timed 9 out of 20 reported position changes (45%). The annualised alpha on C relative to SPY over the holding period was -4.6%.

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