West Conshohocken, PACIK 13139784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
19 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sba Communications Corp New | 575.3K | $111.28M | 34.6% | −2.6K | Reduced |
| 2 | Pitney Bowes Inc | 3.25M | $34.35M | 10.7% | +400.0K | Added |
| 3 | Expedia Group Inc | 73.0K | $20.68M | 6.4% | −10.0K | Reduced |
| 4 | Western Digital Corp |
| 80.0K |
| $13.78M |
| 4.3% |
| −20.0K |
| Reduced |
| 5 | Alphabet Inc | 43.0K | $13.49M | 4.2% | −4.0K | Reduced |
| 6 | Interdigital Inc | 41.5K | $13.20M | 4.1% | −200 | Reduced |
| 7 | Echostar Corp | 105.3K | $11.44M | 3.6% | 0 | Held |
| 8 | Frontdoor Inc | 197.6K | $11.40M | 3.5% | +42.0K | Added |
| 9 | Match Group Inc New | 350.0K | $11.30M | 3.5% | +58.0K | Added |
| 10 | Open Text Corp | 310.0K | $10.10M | 3.1% | 0 | Held |
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