SUI Group Holdings

SUIG on Nasdaq. Market value $129m.

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Who owns it

None of the long-term investors we follow own it. 40 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

3 investors own more than 5%.

  • at least 8.8%+0.1 pts
    (filed with 1 related holder)
    Since 30 June 2026
  • Renough Limited
    at least 5.6%
    (filed with 7 related holders)
    Since 31 July 2025
    What they said

    The information in Item 6 is incorporated herein by reference. Securities Purchase Agreement On July 27, 2025, the Issuer entered into securities purchase agreements (the "Securities Purchase Agreements") with certain investors, including Karatage (the "Purchasers") pursuant to…

    Read the filing
  • BERMAN LYLE
    Insider or founder
    5.2%
    Since 14 March 2025
    What they said

    The reporting person is a director of the issuer. This filing is being made solely as a result of a decrease in the number of issued and outstanding shares of the issuer's common stock, which in turn resulted from the issuer's repurchases of shares during May 2025.

    Read the filing
  • GERACI JOSEPH ANTHONY II
    Insider or founder
    Sold down below 5%
    Since 31 July 2025
    What they said

    Item 4 is hereby amended incorporate the information contained in Item 5(c).

    Read the filing
  • POLINSKY DOUGLAS MICHAEL
    Insider or founder
    Sold down below 5%
    Since 31 July 2025
    What they said

    Item 4 is hereby amended incorporate the information contained in Item 5(c).

    Read the filing

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought or sold on the open market in the last 12 months.

From Form 4 filings: insiders must report trades in their own company's shares within two days.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.