Wayzata, MNCIK 13172534 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
31 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Corning Inc | 586.4K | $51.34M | 5.8% | −121.3K | Reduced |
| 2 | Coherent Corp | 263.8K | $48.70M | 5.5% | −86.6K | Reduced |
| 3 | Boeing Co | 196.6K | $42.68M | 4.9% | +44.1K | Added |
| 4 | Caterpillar Inc |
| 69.2K |
| $39.65M |
| 4.5% |
| −22.1K |
| Reduced |
| 5 | Popular Inc | 306.9K | $38.22M | 4.4% | +200 | Added |
| 6 | Newmont Corp | 349.7K | $34.92M | 4.0% | −130.4K | Reduced |
| 7 | Sony Group Corp | 1.36M | $34.84M | 4.0% | +10.9K | Added |
| 8 | Terex Corp New | 649.4K | $34.67M | 3.9% | +2.2K | Added |
| 9 | Simon Ppty Group Inc New | 178.6K | $33.06M | 3.8% | +1.9K | Added |
| 10 | Parker-Hannifin Corp | 37.4K | $32.87M | 3.7% | −253 | Reduced |
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