Atlanta, GACIK 11041864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
43 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Delta Air Lines Inc Del | 1.00M | $69.40M | 9.6% | 0 | Held |
| 2 | Mohawk Inds Inc | 400.0K | $43.72M | 6.0% | +300.0K | Added |
| 3 | Fluor Corp New | 1.10M | $43.59M | 6.0% | +100.0K | Added |
| 4 | Ast Spacemobile Inc |
| 500.0K |
| $36.31M |
| 5.0% |
| 0 |
| Held |
| 5 | The Realreal Inc | 2.00M | $31.56M | 4.4% | +1.00M | Added |
| 6 | Nov Inc | 2.00M | $31.26M | 4.3% | 0 | Held |
| 7 | Ncr Voyix Corporation | 3.00M | $30.60M | 4.2% | +900.0K | Added |
| 8 | United Parcel Service Inc | 300.0K | $29.76M | 4.1% | 0 | Held |
| 9 | Barclays PLC | 1.00M | $25.45M | 3.5% | 0 | Held |
| 10 | Honeywell Intl Inc | 100.0K | $19.51M | 2.7% | +100.0K | New |
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