ALCO
ALICO, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Two Sigma Investments re-entered | Q3 2025(8Q snapshot) | 3Q | $33 | $40 | +21% |
| D.E. Shaw | Q3 2025(8Q snapshot) | 3Q | $33 | $40 | +21% |
| Millennium Management | Q3 2025(8Q snapshot) | 3Q | $33 | $40 | +21% |
| AQR Capital Management | Q4 2025(8Q snapshot) | 2Q | $33 | $40 | +22% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors 3× in & out | Q1 2026 | Q2 2026 | → $40 | -2% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at ALICO, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Apr 2, 2026 — the most recent Form 4 on file — not from today.
- Form 40001628280-26-022947Apr 2, 2026
- Form 40001820544-26-000004Apr 2, 2026
- Form 40001820338-26-000004Apr 2, 2026
- Form 40001775428-26-000004Apr 2, 2026
- Form 40001820338-26-000002Jan 5, 2026
- Form 40001775428-26-000002Jan 5, 2026
- Form 40001591417-26-000002Jan 5, 2026
- Form 40001820544-26-000002Jan 5, 2026
- Form 40001098536-26-000002Jan 5, 2026
- Form 40000003545-25-000130Oct 2, 2025
- Form 40001775428-25-000007Oct 2, 2025
- Form 40001591417-25-000007Oct 2, 2025
- Form 40001820544-25-000007Oct 2, 2025
- Form 40001098536-25-000007Oct 2, 2025
- Form 40000003545-25-000122Aug 27, 2025
Fundamentals
XBRL · ALICO, INC.Annual figures sourced directly from ALICO, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for ALICO, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 11, 2026
- 8-KMaterial eventMay 11, 2026
- 8-KMaterial eventMar 24, 2026
- 8-KMaterial eventMar 2, 2026
- 10-QQuarterly reportFeb 4, 2026
- 8-KMaterial eventFeb 4, 2026
- DEF 14AProxy statementJan 14, 2026
- 8-KMaterial eventDec 19, 2025
- 8-KMaterial eventDec 15, 2025
- 10-KAnnual reportNov 24, 2025
- 8-KMaterial eventNov 24, 2025
- 8-KMaterial eventOct 31, 2025
- 8-KMaterial eventOct 1, 2025
- 8-KMaterial eventSep 12, 2025
- 10-QQuarterly reportAug 12, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q2 2026 | open | $40 | $40 | +0% |
| Citadel Advisors | Q1 2026 | Q2 2026 | $41 | $40 | -2% |
| AQR Capital Management | Q4 2025 | open | $33 | $40 | +22% |
| Citadel Advisors | Q3 2025 | Q4 2025 | $33 | $33 | -1% |
| Two Sigma Investments | Q3 2025 | Q1 2026 | $33 | $41 | +24% |
| D.E. Shaw | Q3 2025 | open | $33 | $40 | +21% |
| Millennium Management | Q3 2025 | open | $33 | $40 | +21% |
| Citadel Advisors | Q4 2024 | Q1 2025 | $25 | $29 | +17% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.