Little Rock, ARCIK 13144404 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
176 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Firstcash Holdings Inc | 847.2K | $135.03M | 1.8% | −10.3K | Reduced |
| 2 | Rbc Bearings Inc | 272.3K | $122.11M | 1.6% | +581 | Added |
| 3 | Five Below Inc | 624.9K | $117.70M | 1.5% | −33.0K | Reduced |
| 4 | Exelixis Inc |
| 2.54M |
| $111.30M |
| 1.4% |
| +28.3K |
| Added |
| 5 | Burlington Stores Inc | 378.9K | $109.44M | 1.4% | +330 | Added |
| 6 | Repligen Corp | 657.1K | $107.67M | 1.4% | +58.8K | Added |
| 7 | Guidewire Software Inc | 509.6K | $102.43M | 1.3% | −30.2K | Reduced |
| 8 | Heico Corp New | 404.2K | $102.04M | 1.3% | −22.2K | Reduced |
| 9 | Aerovironment Inc | 412.8K | $99.85M | 1.3% | −104.2K | Reduced |
| 10 | Ryan Specialty Holdings Inc | 1.93M | $99.60M | 1.3% | +566.6K | Added |
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