Wayne, PACIK 11637444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
121 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Casella Waste Sys Inc | 2.78M | $272.01M | 4.6% | −98.7K | Reduced |
| 2 | Rbc Bearings Inc | 584.4K | $262.07M | 4.4% | −41.5K | Reduced |
| 3 | Descartes Sys Group Inc | 2.51M | $219.90M | 3.7% | −126.9K | Reduced |
| 4 | Construction Partners Inc |
| 2.03M |
| $219.81M |
| 3.7% |
| −106.8K |
| Reduced |
| 5 | Csw Industrials Inc | 633.3K | $185.88M | 3.1% | +54.4K | Added |
| 6 | Balchem Corp | 1.20M | $184.69M | 3.1% | −68.5K | Reduced |
| 7 | Merit Med Sys Inc | 2.09M | $183.90M | 3.1% | −98.8K | Reduced |
| 8 | Firstservice Corp New | 1.17M | $182.36M | 3.1% | −50.8K | Reduced |
| 9 | Novanta Inc | 1.46M | $173.52M | 2.9% | +47.5K | Added |
| 10 | Repligen Corp | 1.06M | $173.36M | 2.9% | +101.1K | Added |
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