Citadel Investment Advisory, Inc. quarter change: USA Everything Else, Unchanged
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Citadel Investment Advisory, Inc. opened 0 positions, added to 0, reduced 2, sold out of 0 and left 9 unchanged. The largest increase in value was Vistaprint NV Cimpress (+$246); the largest decrease was Medtronic (-$175).
- Vistaprint NV Cimpress: Country of operation —; Class CMPR; Shares 2026-03-31 8,575; Shares 2026-06-30 8,575.
- Medtronic: Country of operation —; Class MDT; Shares 2026-03-31 20,700; Shares 2026-06-30 20,700.
- Howard Hughs: Country of operation United States; Class HHC; Shares 2026-03-31 11,692; Shares 2026-06-30 11,692.
- Radiant Logistics: Country of operation —; Class RLGT; Shares 2026-03-31 33,052; Shares 2026-06-30 33,052.
Two Form 13F-HR filings compared (SEC CIK 1811907): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-07-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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