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Manager record

Castellan Group

Louisville, KY · CIK 1832521 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$858.72MReported 13F valueQ3 2026 · as filed
48Holdings listed
-5.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 19Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $542.8M$542.8MQ2 202531 holdingsQ3 2025: $690.4M$690.4MQ3 202540 holdingsQ4 2025: $795.2M$795.2MQ4 202561 holdingsQ1 2026: $725.7M$725.7MQ1 202637 holdingsQ2 2026: $912.1M$912.1MQ2 202641 holdingsQ3 2026: $858.7M$858.7MQ3 202648 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 19 2026 13F-HR · period Q3 2026

$858.72M · 48 holdings listed · View original SEC filing ↗
Jul 23 2026 13F-HR · period Q2 2026

$912.09M · 41 holdings listed · View original SEC filing ↗
Apr 23 2026 13F-HR · period Q1 2026

$725.68M · 37 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$795.17M · 61 holdings listed · View original SEC filing ↗
Oct 23 2025 13F-HR · period Q3 2025

$690.37M · 40 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR/A · period Q2 2025

$542.79M · 31 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 24 2025 13F-HR · period Q2 2025

$542.79M · 31 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 19, 2026 · Change methodology