Teaneck, NJCIK 10859364 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
252 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mueller Inds Inc | 819.1K | $94.04M | 2.2% | −57.9K | Reduced |
| 2 | Emcor Group Inc | 127.8K | $78.19M | 1.8% | −14.3K | Reduced |
| 3 | Tower Semiconductor Ltd | 650.8K | $76.42M | 1.8% | −102.6K | Reduced |
| 4 | Northwestern Energy Group In |
| 1.16M |
| $74.85M |
| 1.8% |
| −17.2K |
| Reduced |
| 5 | Jazz Pharmaceuticals PLC | 396.9K | $67.47M | 1.6% | +2.5K | Added |
| 6 | Magnolia Oil & Gas Corp | 2.94M | $64.33M | 1.5% | −33.4K | Reduced |
| 7 | Webster Finl Corp | 1.02M | $64.06M | 1.5% | +2.7K | Added |
| 8 | Piper Sandler Companies | 187.3K | $63.62M | 1.5% | −2.1K | Reduced |
| 9 | Granite Constr Inc | 535.9K | $61.81M | 1.5% | −16.6K | Reduced |
| 10 | Osi Systems Inc | 233.3K | $59.49M | 1.4% | −23.4K | Reduced |
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