West Palm Beach, FLCIK 10484624 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
367 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mammoth Energy Svcs Inc | 22.10M | $40.88M | 10.5% | 0 | Held |
| 2 | Sunococorp LLC | 598.1K | $29.47M | 7.6% | +598.1K | New |
| 3 | Nephros Inc | 3.62M | $17.65M | 4.5% | 0 | Held |
| 4 | Acm Resh Inc |
| 335.0K |
| $13.22M |
| 3.4% |
| +149.1K |
| Added |
| 5 | New Amer Acquisition I Corp | 1.25M | $13.06M | 3.4% | +1.25M | New |
| 6 | Republic Awys Hldgs Inc | 557.1K | $10.23M | 2.6% | +557.1K | New |
| 7 | Comcast Corp New | 330.0K | $9.86M | 2.5% | +294.2K | Added |
| 8 | Greenfire Res Ltd New | 2.03M | $9.68M | 2.5% | +913.2K | Added |
| 9 | Century Alum Co | 244.6K | $9.59M | 2.5% | +38.1K | Added |
| 10 | Energy Transfer L P | 575.0K | $9.48M | 2.4% | 0 | Held |
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