John Mazarakis is Chairman at Chicago Atlantic Real Estate Finance, Inc. (REFI). They have made 12 open-market trades across 2 companies since 2021, most recently 2026-08-27.
CIK 0001867660
11 open-market purchases totalling $4.7M since 2021, against 1 sale. Across 7 scored buys the stock is down 1.3% at ninety days, and 3.0 points behind the S&P over the same stretch.
11 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| REFI | 526,562 | $4.9M |
| LIEN | 60,000 | $549K |
| VREOF | 10,937,736 | — |
| Total | $5.5M |
Shares reported on the most recent Form 4, priced at the 2026-08-28 close. 1 holding could not be priced and is excluded from the total.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 64% | 55% | 29% |
| Avg Move | +1.0% | +0.9% | -1.3% |
| Alpha | +0.6% | +0.5% | -3.0% |
| Scored | 11 | 11 | 7 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| REFI | BUY | 2026-08-26 | 2026-08-28 | $10.67 | $509K | -0.6% | -0.9% | — |
| REFI | BUY | 2026-08-21 | 2026-08-25 | $10.67 | $2K | +2.1% | -1.0% | — |
| LIEN | BUY | 2026-08-17 | 2026-08-19 | $9.44 | $566K | +6.1% | +4.9% | — |
| REFI | BUY | 2026-08-17 | 2026-08-19 | $10.25 | $256K | +0.6% | +0.9% | — |
| REFI | BUY | 2025-10-16 | 2025-10-16 | $12.75 | $102K | +1.9% | -3.4% | -2.1% |
| REFI | BUY | 2025-10-01 | 2025-10-02 | $12.43 | $93K | -3.0% | +1.8% | -4.6% |
| REFI | BUY | 2024-11-08 | 2024-11-08 | $15.82 | $44K | +1.0% | +2.9% | -0.8% |
| REFI | SELL | 2024-11-07 | 2024-11-08 | $15.86 | $44K | +1.0% | +2.9% | -0.8% |
| REFI | BUY | 2023-03-14 | 2023-03-15 | $13.19 | $132K | +4.2% | +5.7% | +19.5% |
| REFI | BUY | 2022-12-12 | 2022-12-13 | $15.86 | $291K | -1.2% | -1.7% | -18.5% |
| REFI | BUY | 2022-05-23 | 2022-05-24 | $15.50 | $109K | +2.6% | -5.6% | -11.0% |
| REFI | BUY | 2021-12-07 | 2021-12-10 | $16.00 | $2.6M | -3.3% | +6.0% | +8.6% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.