What Makes TFS Financial (TFSL) an Interesting Company?
Middle Coast Investing, an investment advisor firm, released its third-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 | 3,153,791 | $41,551,202 | +6% | 0.05% |
| 2. | Lakewood Capital Management Anthony Bozza | 2,533,382 | $33,377,308 | +20% | 2.52% |
| 3. | Citadel Investment Group Ken Griffin | 640,667 | $8,440,787 | -6% | 0% |
| 4. | Quantinno Capital Hoon Kim | 193,272 | $2,546,360 | +59% | 0.01% |
| 5. | Two Sigma Advisors John Overdeck And David Siegel | 122,172 | $1,609,616 | +289% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $13.26 | 37,675 | $499,570.50 | 37,675 | 2025-08-21 | Filing | |
| $13.17 | 423 | $5,570.91 | 20,148 | 2024-09-24 | Filing | |
| $13.17 | 313 | $4,122.21 | 14,941 | 2024-09-24 | Filing | |
| $12.49 | 323 | $4,034.27 | 14,628 | 2024-06-25 | Filing | |
| $11.83 | 1,500 | $17,745.00 | 19,725 | 2023-05-02 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.13 | 20,000 | $282,600.00 | 53,197 | 2025-12-03 | Filing | |
| $14.23 | 5,000 | $71,150.00 | 19,126 | 2025-11-24 | Filing | |
| $13.85 | 15,000 | $207,750.00 | 48,527 | 2025-11-12 | Filing | |
| $13.37 | 3,900 | $52,143.00 | 14,941 | 2025-09-11 | Filing | |
| $13.70 | 15,000 | $205,500.00 | 63,527 | 2025-09-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,098,428 | $67,171,790 | 0% | |
| 2. | 3,527,842 | $46,479,313 | 0% | |
| 3. | 2,866,082 | $37,760,521 | 0.01% | |
| 4. | 1,578,012 | $20,790,308 | 0% | |
| 5. | 1,517,209 | $19,989,231 | 0% |