New Canaan, CTCIK 11050874 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
6 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sleep Number Corp | 2.62M | $22.14M | 25.6% | 0 | Held |
| 2 | Lci Inds | 167.9K | $20.38M | 23.6% | +72.0K | Added |
| 3 | Brunswick Corp | 233.2K | $17.31M | 20.1% | −74.6K | Reduced |
| 4 | Builders Firstsource Inc |
| 158.9K |
| $16.35M |
| 18.9% |
| −23.9K |
| Reduced |
| 5 | Dicks Sporting Goods Inc | 35.3K | $6.99M | 8.1% | 0 | Held |
| 6 | Gitlab Inc | 84.7K | $3.18M | 3.7% | 0 | Held |