Gator Capital Management’s Investment Thesis for TFS Financial Corporation (TFSL)
Gator Capital Management, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 2,384,391 | $42,251,409 | -7% | 0.06% |
| 2. | Lakewood Capital Management Anthony Bozza | 2,070,382 | $36,687,169 | -27% | 1.89% |
| 3. | Squarepoint Ops LLC Maxime Fortin (Cio) | 674,075 | $11,944,609 | +51% | 0.01% |
| 4. | Quantinno Capital Hoon Kim | 484,333 | $8,582,384 | +20% | 0.01% |
| 5. | Schonfeld Strategic Advisors Ryan Tolkin (Cio) | 339,081 | $6,008,514 | +25% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.85 | 7,000 | $110,950.00 | 49,943 | 2026-05-29 | Filing | |
| $15.02 | 7,000 | $105,140.00 | 42,943 | 2026-05-14 | Filing | |
| $14.91 | 21,000 | $313,110.00 | 51,043 | 2026-05-12 | Filing | |
| $13.37 | 5,000 | $66,850.00 | 49,314 | 2026-03-12 | Filing | |
| $13.89 | 1,439 | $19,987.71 | 39,114 | 2025-12-15 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.35 | 6,500 | $119,275.00 | 19,266 | 2026-08-05 | Filing | |
| $16.80 | 4,316 | $72,508.80 | 38,480 | 2026-06-11 | Filing | |
| $15.91 | 4,105 | $65,310.55 | 38,480 | 2026-06-02 | Filing | |
| $16.09 | 594 | $9,557.46 | 21,310 | 2026-05-26 | Filing | |
| $15.26 | 10,000 | $152,600.00 | 61,101 | 2026-05-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,916,394 | $69,398,499 | 0% | |
| 2. | 2,962,855 | $52,499,567 | 0.01% | |
| 3. | 2,443,618 | $43,300,911 | 0% | |
| 4. | 2,413,092 | $42,759,990 | 0.05% | |
| 5. | 2,284,772 | $40,486,160 | 0% |