Montreal, A8CIK 10634974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
92 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Resideo Technologies Inc | 1.44M | $50.74M | 5.2% | −25.3K | Reduced |
| 2 | Globus Med Inc | 569.7K | $49.74M | 5.1% | +7.5K | Added |
| 3 | Monolithic Pwr Sys Inc | 53.1K | $48.17M | 5.0% | −794 | Reduced |
| 4 | Core & Main Inc |
| 895.9K |
| $46.56M |
| 4.8% |
| −13.4K |
| Reduced |
| 5 | Aaon Inc | 547.2K | $41.73M | 4.3% | −5.9K | Reduced |
| 6 | Workiva Inc | 474.4K | $40.91M | 4.2% | +54.0K | Added |
| 7 | Federal Signal Corp | 372.5K | $40.45M | 4.2% | +91.3K | Added |
| 8 | Pure Storage Inc | 599.0K | $40.14M | 4.1% | −67.7K | Reduced |
| 9 | Installed Bldg Prods Inc | 131.4K | $34.08M | 3.5% | −12.3K | Reduced |
| 10 | Siteone Landscape Supply Inc | 262.1K | $32.65M | 3.4% | −42.2K | Reduced |
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