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Tree shares owned by Islay Capital Management

Quarter-by-quarter ownership of Tree (TREE) shares owned by Islay Capital Management from 13F filings

Historical chart of Islay Capital Management investment in Tree

Tip: Access up to 7 years of quarterly data

All positions including Tree held by Islay Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by Islay Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $527k 12k 44.29

More positions owned by Islay Capital Management

Spdr Series Trust St Str Blo 1 Etf (BIL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ea Series Trust Freedom 100 Em (FRDM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Microsoft Corporation (MSFT)
Casey's General Stores (CASY)

View all positions for Islay Capital Management

Top funds holding Tree

BlackRock
Jennison Associates
Punch & Associates Investment Management
Ameriprise Financial
Vanguard Capital Management
Millennium Management
Jacobs Levy Equity Management
Geode Capital Management
Goldman Sachs Group
Emerald Advisers
Arrowstreet Capital, Limited Partnership
AQR Capital Management
Dimensional Fund Advisors
State Street Corporation
Emerald Mutual Fund Advisers, Trust

View all funds holding Tree