Glen Allen, VACIK 10742734 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
74 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Interdigital Inc | 116.6K | $37.12M | 6.1% | −11.6K | Reduced |
| 2 | Pitney Bowes Inc | 2.93M | $30.97M | 5.1% | +592.6K | Added |
| 3 | Gray Media Inc | 6.15M | $29.76M | 4.9% | +242.5K | Added |
| 4 | Nexstar Media Group Inc |
| 127.7K |
| $25.92M |
| 4.2% |
| −29.8K |
| Reduced |
| 5 | Agnico Eagle Mines Ltd | 134.0K | $22.72M | 3.7% | −11.0K | Reduced |
| 6 | Acme Utd Corp | 540.3K | $21.78M | 3.6% | +2.5K | Added |
| 7 | Concentrix Corp | 511.7K | $21.28M | 3.5% | +39.1K | Added |
| 8 | Sinclair Inc | 1.39M | $21.24M | 3.5% | −266.9K | Reduced |
| 9 | Moelis & Co | 308.6K | $21.21M | 3.5% | +80.3K | Added |
| 10 | Acco Brands Corp | 5.53M | $20.62M | 3.4% | −501.8K | Reduced |
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